MPWT
FTMA

MassMutual Private Wealth & Trust’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

MassMutual Private Wealth & Trust’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 		$82.9K Sell
9,088
-1,618
-15% -$14.6K ﹤0.01% 624
2026
Q1 		$96K Buy
+10,706
New +$96.7K ﹤0.01% 579

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

MassMutual Private Wealth & Trust's FTMA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 15% in Q2 2026, selling an estimated $14.6K and leaving 9,088 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

MassMutual Private Wealth & Trust first reported a position in FTMA in Q1 2026 and has held it in 2 quarters since. The position peaked at $96K in Q1 2026. 25 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 9,088 shares of Franklin Massachusetts Municipal Income ETF worth $82.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,618 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $14.6K.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #624 holding.
  • MassMutual Private Wealth & Trust first reported a position in Franklin Massachusetts Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • MassMutual Private Wealth & Trust's Franklin Massachusetts Municipal Income ETF position peaked at $96K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.