CWP
FTMA

Concord Wealth Partners’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Concord Wealth Partners’s Portfolio FTMA Stock Details FTMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.8K Buy
+5,681
New +$51.4K 0.01% 361
2026
Q1 		– Sell
-5,600
Closed -$50.5K – 846
2025
Q4 		$50.5K Buy
+5,600
New +$50.4K 0.01% 325

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPWS
McCarter Private Wealth Services Boston, Massachusetts $290M AUM 33.25% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Concord Wealth Partners's FTMA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Franklin Massachusetts Municipal Income ETF (FTMA) in Q2 2026: 5,681 shares worth $51.8K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FTMA as recently as Q4 2025.

Concord Wealth Partners first reported a position in FTMA in Q4 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Concord Wealth Partners held 5,681 shares of Franklin Massachusetts Municipal Income ETF worth $51.8K as of Q2 2026.
  • Franklin Massachusetts Municipal Income ETF was a new Concord Wealth Partners position in Q2 2026.
  • Franklin Massachusetts Municipal Income ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #361 holding.
  • Concord Wealth Partners first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.