LPL Financial
FTMU

LPL Financial’s Franklin Municipal Income ETF FTMU Stock Holding History

LPL Financial’s Portfolio FTMU Stock Details FTMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4M Buy
513,832
+154,541
+43% +$1.22M ﹤0.01% 2836
2025
Q4 		$2.81M Buy
+359,291
New +$2.81M ﹤0.01% 3067

Other funds holding FTMU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial's FTMU Position: Q1 2026 in Review

LPL Financial increased its Franklin Municipal Income ETF (FTMU) stake by 43% in Q1 2026, buying an estimated $1.22M and bringing the position to 513,832 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

LPL Financial first reported a position in FTMU in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold FTMU as of Q1 2026.

  • LPL Financial held 513,832 shares of Franklin Municipal Income ETF worth $4M as of Q1 2026.
  • LPL Financial bought 154,541 Franklin Municipal Income ETF shares in Q1 2026, an estimated $1.22M.
  • Franklin Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2836 holding.
  • LPL Financial first reported a position in Franklin Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.