PWM
FTMA

Perigon Wealth Management’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Perigon Wealth Management’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 		$1.09M Buy
+119,490
New +$1.08M 0.02% 559

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFM
Abbot Financial Management Andover, Massachusetts $293M AUM 36.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Perigon Wealth Management's FTMA Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Franklin Massachusetts Municipal Income ETF (FTMA) in Q2 2026: 119,490 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #559 among its holdings.

35 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Perigon Wealth Management held 119,490 shares of Franklin Massachusetts Municipal Income ETF worth $1.09M as of Q2 2026.
  • Franklin Massachusetts Municipal Income ETF was a new Perigon Wealth Management position in Q2 2026.
  • Franklin Massachusetts Municipal Income ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #559 holding.
  • 35 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.