Morgan Stanley
FTMA

Morgan Stanley’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Morgan Stanley’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 		$25.2M Buy
2,765,078
+95,992
+4% +$868K ﹤0.01% 2889
2026
Q1 		$23.9M Buy
2,669,086
+791,709
+42% +$7.15M ﹤0.01% 2785
2025
Q4 		$16.9M Buy
+1,877,377
New +$16.9M ﹤0.01% 3088

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
LPL Financial
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley's FTMA Position: Q2 2026 in Review

Morgan Stanley increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 3.6% in Q2 2026, buying an estimated $868K and bringing the position to 2,765,078 shares worth $25.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2889.

Morgan Stanley first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Morgan Stanley held 2,765,078 shares of Franklin Massachusetts Municipal Income ETF worth $25.2M as of Q2 2026.
  • Morgan Stanley bought 95,992 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $868K.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2889 holding.
  • Morgan Stanley first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.