Modera Wealth Management’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Modera Wealth Management’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	$156K	Hold	17,111	–	–	﹤0.01%	636
2026 Q1	$153K	Hold	17,111	–	–	﹤0.01%	616
2025 Q4	$154K	Buy	+17,111	New	+$154K	﹤0.01%	630

Other funds holding FTMA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFM

Abbot Financial Management Andover, Massachusetts $293M AUM 36.12% 1-Year Est. Return

Modera Wealth Management's FTMA Position: Q2 2026 in Review

Modera Wealth Management held its Franklin Massachusetts Municipal Income ETF (FTMA) position steady in Q2 2026 at 17,111 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Modera Wealth Management first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

Modera Wealth Management held 17,111 shares of Franklin Massachusetts Municipal Income ETF worth $156K as of Q2 2026.
Modera Wealth Management left its Franklin Massachusetts Municipal Income ETF share count unchanged in Q2 2026.
Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #636 holding.
Modera Wealth Management first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
35 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.