Jones Financial Companies
FTMA

Jones Financial Companies’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Jones Financial Companies’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 		$259K Buy
28,486
+14,284
+101% +$129K ﹤0.01% 2467
2026
Q1 		$127K Sell
14,202
-5,400
-28% -$48.8K ﹤0.01% 2569
2025
Q4 		$177K Buy
+19,602
New +$176K ﹤0.01% 1960

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

Jones Financial Companies's FTMA Position: Q2 2026 in Review

Jones Financial Companies increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 101% in Q2 2026, buying an estimated $129K and bringing the position to 28,486 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Jones Financial Companies 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.

  • Jones Financial Companies held 28,486 shares of Franklin Massachusetts Municipal Income ETF worth $259K as of Q2 2026.
  • Jones Financial Companies bought 14,284 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $129K.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2467 holding.
  • Jones Financial Companies 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.