IWC
FTMA

Integrated Wealth Concepts’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Integrated Wealth Concepts’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 		$3.9M Buy
+427,117
New +$3.86M 0.02% 685

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's FTMA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Franklin Massachusetts Municipal Income ETF (FTMA) in Q2 2026: 427,117 shares worth $3.9M. The stake represents 0.02% of the portfolio and ranks #685 among its holdings.

59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Integrated Wealth Concepts held 427,117 shares of Franklin Massachusetts Municipal Income ETF worth $3.9M as of Q2 2026.
  • Franklin Massachusetts Municipal Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Franklin Massachusetts Municipal Income ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #685 holding.
  • 59 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.