CIA
FTMS

Concurrent Investment Advisors’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Concurrent Investment Advisors’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
Q2 		$1.01M Hold
101,341
– – 0.01% 1006
2026
Q1 		$1M Hold
101,341
– – 0.01% 876
2025
Q4 		$1.01M Buy
+101,341
New +$1.01M 0.01% 828

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Concurrent Investment Advisors's FTMS Position: Q2 2026 in Review

Concurrent Investment Advisors held its Franklin Short-Term Municipal Income ETF (FTMS) position steady in Q2 2026 at 101,341 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1006.

Concurrent Investment Advisors first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Concurrent Investment Advisors held 101,341 shares of Franklin Short-Term Municipal Income ETF worth $1.01M as of Q2 2026.
  • Concurrent Investment Advisors left its Franklin Short-Term Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Short-Term Municipal Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1006 holding.
  • Concurrent Investment Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.