MWM
FTMU

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

Modera Wealth Management’s Portfolio FTMU Stock Details FTMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115K Hold
14,747
– – ﹤0.01% 620
2025
Q4 		$115K Buy
+14,747
New +$115K ﹤0.01% 633

Other funds holding FTMU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Modera Wealth Management's FTMU Position: Q1 2026 in Review

Modera Wealth Management held its Franklin Municipal Income ETF (FTMU) position steady in Q1 2026 at 14,747 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Modera Wealth Management first reported a position in FTMU in Q4 2025 and has held it in 2 quarters since. The position peaked at $115K in Q4 2025. 74 funds tracked by Wall St. Rank hold FTMU as of Q1 2026.

  • Modera Wealth Management held 14,747 shares of Franklin Municipal Income ETF worth $115K as of Q1 2026.
  • Modera Wealth Management left its Franklin Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Municipal Income ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #620 holding.
  • Modera Wealth Management first reported a position in Franklin Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Modera Wealth Management's Franklin Municipal Income ETF position peaked at $115K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.