MA
FTMS

Mutual Advisors’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Mutual Advisors’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
Q1 		$650K Buy
65,634
+8,103
+14% +$80.8K 0.01% 767
2025
Q4 		$571K Buy
+57,531
New +$572K 0.01% 821

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return

Mutual Advisors's FTMS Position: Q1 2026 in Review

Mutual Advisors increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 14% in Q1 2026, buying an estimated $80.8K and bringing the position to 65,634 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #767.

Mutual Advisors first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Mutual Advisors held 65,634 shares of Franklin Short-Term Municipal Income ETF worth $650K as of Q1 2026.
  • Mutual Advisors bought 8,103 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $80.8K.
  • Franklin Short-Term Municipal Income ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #767 holding.
  • Mutual Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.