DJSG
FTMA

D.J. St. Germain’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

D.J. St. Germain’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 		$17.4K Buy
1,906
+17
+0.9% +$154 ﹤0.01% 610
2026
Q1 		$16.9K Buy
+1,889
New +$17.1K ﹤0.01% 584

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

D.J. St. Germain's FTMA Position: Q2 2026 in Review

D.J. St. Germain increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 0.9% in Q2 2026, buying an estimated $154 and bringing the position to 1,906 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

D.J. St. Germain first reported a position in FTMA in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • D.J. St. Germain held 1,906 shares of Franklin Massachusetts Municipal Income ETF worth $17.4K as of Q2 2026.
  • D.J. St. Germain bought 17 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $154.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #610 holding.
  • D.J. St. Germain first reported a position in Franklin Massachusetts Municipal Income ETF in Q1 2026 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 D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.