Everest Financial Group’s Franklin Minnesota Municipal Income ETF FTMN Stock Holding History

Everest Financial Group’s Portfolio FTMN Stock Details FTMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$192K	Buy	+21,533	New	+$190K	0.03%	207

Other funds holding FTMN

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Everest Financial Group's FTMN Position: Q2 2026 in Review

Everest Financial Group opened a new position in Franklin Minnesota Municipal Income ETF (FTMN) in Q2 2026: 21,533 shares worth $192K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings.

39 funds tracked by Wall St. Rank hold FTMN as of Q2 2026.

Everest Financial Group held 21,533 shares of Franklin Minnesota Municipal Income ETF worth $192K as of Q2 2026.
Franklin Minnesota Municipal Income ETF was a new Everest Financial Group position in Q2 2026.
Franklin Minnesota Municipal Income ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #207 holding.
39 funds tracked by Wall St. Rank held Franklin Minnesota Municipal Income ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.