LPL Financial
FTMS

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

LPL Financial’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 		$5.76M Buy
581,294
+154,519
+36% +$1.54M ﹤0.01% 2501
2025
Q4 		$4.24M Buy
+426,775
New +$4.24M ﹤0.01% 2678

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

LPL Financial's FTMS Position: Q1 2026 in Review

LPL Financial increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 36% in Q1 2026, buying an estimated $1.54M and bringing the position to 581,294 shares worth $5.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

LPL Financial 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.

  • LPL Financial held 581,294 shares of Franklin Short-Term Municipal Income ETF worth $5.76M as of Q1 2026.
  • LPL Financial bought 154,519 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $1.54M.
  • Franklin Short-Term Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2501 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.