FZCM
FTMA

Flynn Zito Capital Management’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Flynn Zito Capital Management’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 		$167K Buy
18,355
+4,278
+30% +$38.7K 0.05% 164
2026
Q1 		$126K Sell
14,077
-3,785
-21% -$34.2K 0.04% 156
2025
Q4 		$161K Buy
+17,862
New +$161K 0.06% 138

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

Flynn Zito Capital Management's FTMA Position: Q2 2026 in Review

Flynn Zito Capital Management increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 30% in Q2 2026, buying an estimated $38.7K and bringing the position to 18,355 shares worth $167K. The position accounts for 0.05% of the portfolio, ranked #164.

Flynn Zito Capital Management first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Flynn Zito Capital Management held 18,355 shares of Franklin Massachusetts Municipal Income ETF worth $167K as of Q2 2026.
  • Flynn Zito Capital Management bought 4,278 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $38.7K.
  • Franklin Massachusetts Municipal Income ETF made up 0.05% of Flynn Zito Capital Management's portfolio in Q2 2026, its #164 holding.
  • Flynn Zito Capital Management first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.