Holistic Planning’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Holistic Planning’s Portfolio FTMS Stock Details FTMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$299K	Buy	+30,706	New	+$303K	0.04%	285

Other funds holding FTMS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Holistic Planning's FTMS Position: Q3 2026 in Review

Holistic Planning opened a new position in Franklin Short-Term Municipal Income ETF (FTMS) in Q3 2026: 30,706 shares worth $299K. The stake represents 0.04% of the portfolio and ranks #285 among its holdings.

21 funds tracked by Wall St. Rank hold FTMS as of Q3 2026.

Holistic Planning held 30,706 shares of Franklin Short-Term Municipal Income ETF worth $299K as of Q3 2026.
Franklin Short-Term Municipal Income ETF was a new Holistic Planning position in Q3 2026.
Franklin Short-Term Municipal Income ETF made up 0.04% of Holistic Planning's portfolio in Q3 2026, its #285 holding.
21 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.