Moneta Group Investment Advisors’s Franklin Municipal Income ETF FTMU Stock Holding History

Moneta Group Investment Advisors’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	$81K	Buy	+10,398	New	+$81.8K	﹤0.01%	784

Other funds holding FTMU

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Moneta Group Investment Advisors's FTMU Position: Q1 2026 in Review

Moneta Group Investment Advisors opened a new position in Franklin Municipal Income ETF (FTMU) in Q1 2026: 10,398 shares worth $81K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings.

74 funds tracked by Wall St. Rank hold FTMU as of Q1 2026.

Moneta Group Investment Advisors held 10,398 shares of Franklin Municipal Income ETF worth $81K as of Q1 2026.
Franklin Municipal Income ETF was a new Moneta Group Investment Advisors position in Q1 2026.
Franklin Municipal Income ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #784 holding.
74 funds tracked by Wall St. Rank held Franklin Municipal Income ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.