JJBC
FTMA

James J. Burns & Company’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

James J. Burns & Company’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
Q1 		$155K Buy
17,284
+27
+0.2% +$244 0.02% 151
2025
Q4 		$155K Buy
+17,257
New +$155K 0.02% 159

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

James J. Burns & Company's FTMA Position: Q1 2026 in Review

James J. Burns & Company increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 0.16% in Q1 2026, buying an estimated $244 and bringing the position to 17,284 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #151.

James J. Burns & Company first reported a position in FTMA in Q4 2025 and has held it in 2 quarters since. The position peaked at $155K in Q4 2025. 55 funds tracked by Wall St. Rank hold FTMA as of Q1 2026.

  • James J. Burns & Company held 17,284 shares of Franklin Massachusetts Municipal Income ETF worth $155K as of Q1 2026.
  • James J. Burns & Company bought 27 Franklin Massachusetts Municipal Income ETF shares in Q1 2026, an estimated $244.
  • Franklin Massachusetts Municipal Income ETF made up 0.02% of James J. Burns & Company's portfolio in Q1 2026, its #151 holding.
  • James J. Burns & Company first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • James J. Burns & Company's Franklin Massachusetts Municipal Income ETF position peaked at $155K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.