OCPWS
FTMA

One Charles Private Wealth Services’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

One Charles Private Wealth Services’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 		$145K Hold
15,873
– – 0.03% 173
2026
Q1 		$142K Hold
15,873
– – 0.04% 156
2025
Q4 		$143K Buy
+15,873
New +$143K 0.04% 166

Other funds holding FTMA

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

One Charles Private Wealth Services's FTMA Position: Q2 2026 in Review

One Charles Private Wealth Services held its Franklin Massachusetts Municipal Income ETF (FTMA) position steady in Q2 2026 at 15,873 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #173.

One Charles Private Wealth Services first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • One Charles Private Wealth Services held 15,873 shares of Franklin Massachusetts Municipal Income ETF worth $145K as of Q2 2026.
  • One Charles Private Wealth Services left its Franklin Massachusetts Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Massachusetts Municipal Income ETF made up 0.03% of One Charles Private Wealth Services's portfolio in Q2 2026, its #173 holding.
  • One Charles Private Wealth Services first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.