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
Q2 		$3.3M Buy
332,654
+62,347
+23% +$619K ﹤0.01% 1371
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

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $263M AUM 23.11% 1-Year Est. Return

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

Jones Financial Companies increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 23% in Q2 2026, buying an estimated $619K and bringing the position to 332,654 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Jones Financial Companies first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Jones Financial Companies held 332,654 shares of Franklin Short-Term Municipal Income ETF worth $3.3M as of Q2 2026.
  • Jones Financial Companies bought 62,347 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $619K.
  • Franklin Short-Term Municipal Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1371 holding.
  • Jones Financial Companies first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.