MFG
FTMS

Merit Financial Group’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Merit Financial Group’s Portfolio FTMS Stock Details FTMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464K Sell
46,642
-29,005
-38% -$288K ﹤0.01% 1546
2026
Q1 		$749K Hold
75,647
– – 0.01% 1138
2025
Q4 		$751K Buy
+75,647
New +$752K 0.01% 1074

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's FTMS Position: Q2 2026 in Review

Merit Financial Group reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 38% in Q2 2026, selling an estimated $288K and leaving 46,642 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Merit Financial Group first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $751K in Q4 2025. 5 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Merit Financial Group held 46,642 shares of Franklin Short-Term Municipal Income ETF worth $464K as of Q2 2026.
  • Merit Financial Group sold 29,005 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $288K.
  • Franklin Short-Term Municipal Income ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1546 holding.
  • Merit Financial Group first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Franklin Short-Term Municipal Income ETF position peaked at $751K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.