IFP Advisors’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

IFP Advisors’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	$11.4K	Hold	1,171	–	–	﹤0.01%	3300
2026 Q2	$11.6K	Hold	1,171	–	–	﹤0.01%	3299
2026 Q1	$11.6K	Hold	1,171	–	–	﹤0.01%	3079
2025 Q4	$11.6K	Buy	+1,171	New	+$11.6K	﹤0.01%	2981

Other funds holding FTMS

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

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

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's FTMS Position: Q3 2026 in Review

IFP Advisors held its Franklin Short-Term Municipal Income ETF (FTMS) position steady in Q3 2026 at 1,171 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

IFP Advisors first reported a position in FTMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.6K in Q2 2026. 5 funds tracked by Wall St. Rank hold FTMS as of Q3 2026.

IFP Advisors held 1,171 shares of Franklin Short-Term Municipal Income ETF worth $11.4K as of Q3 2026.
IFP Advisors left its Franklin Short-Term Municipal Income ETF share count unchanged in Q3 2026.
Franklin Short-Term Municipal Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3300 holding.
IFP Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
IFP Advisors's Franklin Short-Term Municipal Income ETF position peaked at $11.6K in Q2 2026.
5 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.