LPL Financial
FTMA

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

LPL Financial’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 		$4.57M Buy
501,003
+187,996
+60% +$1.7M ﹤0.01% 2889
2026
Q1 		$2.81M Buy
313,007
+60,776
+24% +$549K ﹤0.01% 3191
2025
Q4 		$2.27M Buy
+252,231
New +$2.27M ﹤0.01% 3281

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's FTMA Position: Q2 2026 in Review

LPL Financial increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 60% in Q2 2026, buying an estimated $1.7M and bringing the position to 501,003 shares worth $4.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2889.

LPL Financial 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.

  • LPL Financial held 501,003 shares of Franklin Massachusetts Municipal Income ETF worth $4.57M as of Q2 2026.
  • LPL Financial bought 187,996 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $1.7M.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2889 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.