HIG
FTMU

Heritage Investment Group’s Franklin Municipal Income ETF FTMU Stock Holding History

Heritage Investment Group’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
Q1 		– Sell
-14,313
Closed -$112K – 128
2025
Q4 		$112K Buy
+14,313
New +$112K 0.02% 127

Other funds holding FTMU

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Heritage Investment Group's FTMU Position: Q1 2026 in Review

Heritage Investment Group sold out of Franklin Municipal Income ETF (FTMU) in Q1 2026, closing a stake of 14,313 shares — an estimated $112K sold.

Heritage Investment Group first reported a position in FTMU in Q4 2025 and held it in 1 quarter. The position peaked at $112K in Q4 2025. 74 funds tracked by Wall St. Rank hold FTMU as of Q1 2026.

  • Heritage Investment Group reported no remaining Franklin Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Investment Group sold 14,313 Franklin Municipal Income ETF shares in Q1 2026, an estimated $112K.
  • Heritage Investment Group first reported a position in Franklin Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Investment Group's Franklin Municipal Income ETF position peaked at $112K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q1 2026.

Based on Heritage Investment Group's 13F filing for Q1 2026, filed 1 May 2026.