ML
FTMA

McAdam LLC’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

McAdam LLC’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 		– Sell
-225,465
Closed -$2.02M – 556
2026
Q1 		$2.02M Buy
225,465
+1,018
+0.5% +$9.2K 0.09% 106
2025
Q4 		$2.02M Buy
+224,447
New +$2.02M 0.09% 102

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

McAdam LLC's FTMA Position: Q2 2026 in Review

McAdam LLC sold out of Franklin Massachusetts Municipal Income ETF (FTMA) in Q2 2026, closing a stake of 225,465 shares — an estimated $2.02M sold.

McAdam LLC first reported a position in FTMA in Q4 2025 and held it in 2 quarters. The position peaked at $2.02M in Q4 2025. 59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • McAdam LLC reported no remaining Franklin Massachusetts Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • McAdam LLC sold 225,465 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $2.02M.
  • McAdam LLC first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and held it in 2 quarters.
  • McAdam LLC's Franklin Massachusetts Municipal Income ETF position peaked at $2.02M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.