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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Concurrent Investment Advisors's FTMS Position: Q1 2026 in Review

Concurrent Investment Advisors held its Franklin Short-Term Municipal Income ETF (FTMS) position steady in Q1 2026 at 101,341 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #876.

Concurrent Investment Advisors first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.01M in Q4 2025. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Concurrent Investment Advisors held 101,341 shares of Franklin Short-Term Municipal Income ETF worth $1M as of Q1 2026.
  • Concurrent Investment Advisors left its Franklin Short-Term Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Short-Term Municipal Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #876 holding.
  • Concurrent Investment Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Franklin Short-Term Municipal Income ETF position peaked at $1.01M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.