McCarter Private Wealth Services
FTMA icon

McCarter Private Wealth Services’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

McCarter Private Wealth Services’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
Q3 		$4.55M Buy
534,168
+52,982
+11% +$471K 1.55% 22
2026
Q2 		$4.39M Buy
+481,186
New +$4.35M 1.52% 22

Other funds holding FTMA

Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

McCarter Private Wealth Services's FTMA Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 11% in Q3 2026, buying an estimated $471K and bringing the position to 534,168 shares worth $4.55M. The position accounts for 1.55% of the portfolio, ranked #22.

McCarter Private Wealth Services first reported a position in FTMA in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold FTMA as of Q3 2026.

  • McCarter Private Wealth Services held 534,168 shares of Franklin Massachusetts Municipal Income ETF worth $4.55M as of Q3 2026.
  • McCarter Private Wealth Services bought 52,982 Franklin Massachusetts Municipal Income ETF shares in Q3 2026, an estimated $471K.
  • Franklin Massachusetts Municipal Income ETF made up 1.55% of McCarter Private Wealth Services's portfolio in Q3 2026, its #22 holding.
  • McCarter Private Wealth Services first reported a position in Franklin Massachusetts Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.