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FTMS

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

NewEdge 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 		$5.74M Buy
579,324
+42,660
+8% +$425K 0.02% 634
2025
Q4 		$5.33M Buy
+536,664
New +$5.33M 0.02% 630

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NewEdge Advisors's FTMS Position: Q1 2026 in Review

NewEdge Advisors increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 7.9% in Q1 2026, buying an estimated $425K and bringing the position to 579,324 shares worth $5.74M. The position accounts for 0.02% of the portfolio, ranked #634.

NewEdge 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.

  • NewEdge Advisors held 579,324 shares of Franklin Short-Term Municipal Income ETF worth $5.74M as of Q1 2026.
  • NewEdge Advisors bought 42,660 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $425K.
  • Franklin Short-Term Municipal Income ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #634 holding.
  • NewEdge 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.