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
Q2 		$5.67M Sell
570,452
-10,842
-2% -$108K ﹤0.01% 2682
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
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $263M AUM 23.11% 1-Year Est. Return

LPL Financial's FTMS Position: Q2 2026 in Review

LPL Financial reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 1.9% in Q2 2026, selling an estimated $108K and leaving 570,452 shares worth $5.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

LPL Financial first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.76M in Q1 2026. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • LPL Financial held 570,452 shares of Franklin Short-Term Municipal Income ETF worth $5.67M as of Q2 2026.
  • LPL Financial sold 10,842 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $108K.
  • Franklin Short-Term Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2682 holding.
  • LPL Financial first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • LPL Financial's Franklin Short-Term Municipal Income ETF position peaked at $5.76M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.