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
Q1 		– Sell
-25,039
Closed -$196K – 265
2025
Q4 		$196K Buy
+25,039
New +$196K 0.05% 252

Other funds holding FTMU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s FTMU Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Franklin Municipal Income ETF (FTMU) in Q1 2026, closing a stake of 25,039 shares — an estimated $196K sold.

Heritage Wealth Management (Ohio) first reported a position in FTMU in Q4 2025 and held it in 1 quarter. The position peaked at $196K in Q4 2025. 74 funds tracked by Wall St. Rank hold FTMU as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Franklin Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 25,039 Franklin Municipal Income ETF shares in Q1 2026, an estimated $196K.
  • Heritage Wealth Management (Ohio) first reported a position in Franklin Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Franklin Municipal Income ETF position peaked at $196K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.