KAS
FTMA

Kestra Advisory Services’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Kestra Advisory Services’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 		$3.02M Buy
330,944
+43,222
+15% +$391K 0.01% 1116
2026
Q1 		$2.58M Buy
287,722
+211,588
+278% +$1.91M 0.01% 1153
2025
Q4 		$686K Buy
+76,134
New +$685K ﹤0.01% 1928

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
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

Kestra Advisory Services's FTMA Position: Q2 2026 in Review

Kestra Advisory Services increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 15% in Q2 2026, buying an estimated $391K and bringing the position to 330,944 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #1116.

Kestra Advisory Services 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.

  • Kestra Advisory Services held 330,944 shares of Franklin Massachusetts Municipal Income ETF worth $3.02M as of Q2 2026.
  • Kestra Advisory Services bought 43,222 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $391K.
  • Franklin Massachusetts Municipal Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1116 holding.
  • Kestra Advisory Services 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.