BPI
FTMU icon

BFC Planning, Inc.’s Franklin Municipal Income ETF FTMU Stock Holding History

BFC Planning, Inc.’s Portfolio FTMU Stock Details FTMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,613
Closed -$51.5K – 3539
2026
Q1 		$51.5K Buy
6,613
+42
+0.6% +$330 ﹤0.01% 1326
2025
Q4 		$51.4K Buy
+6,571
New +$51.5K ﹤0.01% 1360

Other funds holding FTMU

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFC Planning, Inc.'s FTMU Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Franklin Municipal Income ETF (FTMU) in Q2 2026, closing a stake of 6,613 shares — an estimated $51.5K sold.

BFC Planning, Inc. first reported a position in FTMU in Q4 2025 and held it in 2 quarters. The position peaked at $51.5K in Q1 2026. 86 funds tracked by Wall St. Rank hold FTMU as of Q2 2026.

  • BFC Planning, Inc. reported no remaining Franklin Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 6,613 Franklin Municipal Income ETF shares in Q2 2026, an estimated $51.5K.
  • BFC Planning, Inc. first reported a position in Franklin Municipal Income ETF in Q4 2025 and held it in 2 quarters.
  • BFC Planning, Inc.'s Franklin Municipal Income ETF position peaked at $51.5K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.