Jones Financial Companies
FTMS

Jones Financial Companies’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Jones Financial Companies’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
Q1 		$2.68M Buy
270,307
+3,154
+1% +$31.5K ﹤0.01% 1306
2025
Q4 		$2.65M Buy
+267,153
New +$2.65M ﹤0.01% 846

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Cetera Investment Advisers
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LPL Financial
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Jones Financial Companies's FTMS Position: Q1 2026 in Review

Jones Financial Companies increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 1.2% in Q1 2026, buying an estimated $31.5K and bringing the position to 270,307 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Jones Financial Companies first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Jones Financial Companies held 270,307 shares of Franklin Short-Term Municipal Income ETF worth $2.68M as of Q1 2026.
  • Jones Financial Companies bought 3,154 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $31.5K.
  • Franklin Short-Term Municipal Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1306 holding.
  • Jones Financial Companies first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.