HWMO
FTMU

Heritage Wealth Management (Ohio)’s Franklin Municipal Income ETF FTMU Stock Holding History

Heritage Wealth Management (Ohio)’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 		$199K Buy
+25,039
New +$197K 0.05% 266
2026
Q1 		– Sell
-25,039
Closed -$196K – 265
2025
Q4 		$196K Buy
+25,039
New +$196K 0.05% 252

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 $445B AUM 25.58% 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

Heritage Wealth Management (Ohio)'s FTMU Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Franklin Municipal Income ETF (FTMU) in Q2 2026: 25,039 shares worth $199K. The stake represents 0.05% of the portfolio and ranks #266 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in FTMU as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in FTMU in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold FTMU as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 25,039 shares of Franklin Municipal Income ETF worth $199K as of Q2 2026.
  • Franklin Municipal Income ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Franklin Municipal Income ETF made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #266 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Franklin Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.