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FTMA

NewEdge Advisors’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

NewEdge Advisors’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 		$3.16M Sell
346,083
-31,251
-8% -$283K 0.01% 982
2026
Q1 		$3.38M Buy
377,334
+89,661
+31% +$810K 0.01% 849
2025
Q4 		$2.59M Buy
+287,673
New +$2.59M 0.01% 941

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

NewEdge Advisors's FTMA Position: Q2 2026 in Review

NewEdge Advisors reduced its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 8.3% in Q2 2026, selling an estimated $283K and leaving 346,083 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #982.

NewEdge Advisors first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.38M in Q1 2026. 59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • NewEdge Advisors held 346,083 shares of Franklin Massachusetts Municipal Income ETF worth $3.16M as of Q2 2026.
  • NewEdge Advisors sold 31,251 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $283K.
  • Franklin Massachusetts Municipal Income ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #982 holding.
  • NewEdge Advisors first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's Franklin Massachusetts Municipal Income ETF position peaked at $3.38M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.