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 Q3	$541K	Sell	55,600 -45,741	-45%	-$452K	﹤0.01%	1515
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

Concurrent Investment Advisors's FTMS Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 45% in Q3 2026, selling an estimated $452K and leaving 55,600 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Concurrent Investment Advisors first reported a position in FTMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2026. 25 funds tracked by Wall St. Rank hold FTMS as of Q3 2026.

Concurrent Investment Advisors held 55,600 shares of Franklin Short-Term Municipal Income ETF worth $541K as of Q3 2026.
Concurrent Investment Advisors sold 45,741 Franklin Short-Term Municipal Income ETF shares in Q3 2026, an estimated $452K.
Franklin Short-Term Municipal Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1515 holding.
Concurrent Investment Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
Concurrent Investment Advisors's Franklin Short-Term Municipal Income ETF position peaked at $1.01M in Q2 2026.
25 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.