IFG
FTMA

Independent Financial Group’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Independent Financial Group’s Portfolio FTMA Stock Details FTMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Hold
12,063
– – ﹤0.01% 1516
2026
Q1 		$108K Hold
12,063
– – ﹤0.01% 1420
2025
Q4 		$109K Buy
+12,063
New +$109K ﹤0.01% 1379

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPWS
McCarter Private Wealth Services Boston, Massachusetts $290M AUM 33.25% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's FTMA Position: Q2 2026 in Review

Independent Financial Group held its Franklin Massachusetts Municipal Income ETF (FTMA) position steady in Q2 2026 at 12,063 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Independent Financial Group first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Independent Financial Group held 12,063 shares of Franklin Massachusetts Municipal Income ETF worth $110K as of Q2 2026.
  • Independent Financial Group left its Franklin Massachusetts Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1516 holding.
  • Independent Financial Group first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.