Commonwealth Equity Services
FTMS

Commonwealth Equity Services’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Commonwealth Equity Services’s Portfolio FTMS Stock Details FTMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.52M Sell
557,685
-145,640
-21% -$1.45M 0.01% 1259
2025
Q4 		$6.98M Buy
+703,325
New +$6.99M 0.01% 1105

Other funds holding FTMS

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services's FTMS Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 21% in Q1 2026, selling an estimated $1.45M and leaving 557,685 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #1259.

Commonwealth Equity Services first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.98M in Q4 2025. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Commonwealth Equity Services held 557,685 shares of Franklin Short-Term Municipal Income ETF worth $5.52M as of Q1 2026.
  • Commonwealth Equity Services sold 145,640 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $1.45M.
  • Franklin Short-Term Municipal Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1259 holding.
  • Commonwealth Equity Services first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Equity Services's Franklin Short-Term Municipal Income ETF position peaked at $6.98M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.