Osaic Holdings
FTMS

Osaic Holdings’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Osaic Holdings’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
Q2 		$801K Buy
80,563
+5,238
+7% +$52K ﹤0.01% 3226
2026
Q1 		$746K Sell
75,325
-3,063
-4% -$30.5K ﹤0.01% 2976
2025
Q4 		$778K Buy
+78,388
New +$779K ﹤0.01% 2926

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings's FTMS Position: Q2 2026 in Review

Osaic Holdings increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 7% in Q2 2026, buying an estimated $52K and bringing the position to 80,563 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Osaic Holdings first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Osaic Holdings held 80,563 shares of Franklin Short-Term Municipal Income ETF worth $801K as of Q2 2026.
  • Osaic Holdings bought 5,238 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $52K.
  • Franklin Short-Term Municipal Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3226 holding.
  • Osaic Holdings first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.