MPWS
FTMA

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
Q2 		$4.39M Buy
+481,186
New +$4.35M 1.52% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

McCarter Private Wealth Services's FTMA Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in Franklin Massachusetts Municipal Income ETF (FTMA) in Q2 2026: 481,186 shares worth $4.39M. The stake represents 1.52% of the portfolio and ranks #22 among its holdings.

61 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • McCarter Private Wealth Services held 481,186 shares of Franklin Massachusetts Municipal Income ETF worth $4.39M as of Q2 2026.
  • Franklin Massachusetts Municipal Income ETF was a new McCarter Private Wealth Services position in Q2 2026.
  • Franklin Massachusetts Municipal Income ETF made up 1.52% of McCarter Private Wealth Services's portfolio in Q2 2026, its #22 holding.
  • 61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.