PlanVest Financial’s Franklin Municipal High Yield ETF FTMH Stock Holding History

PlanVest Financial’s Portfolio FTMH Stock Details FTMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.8K	Buy	+4,280	New	+$50.1K	0.03%	221

Other funds holding FTMH

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PlanVest Financial's FTMH Position: Q2 2026 in Review

PlanVest Financial opened a new position in Franklin Municipal High Yield ETF (FTMH) in Q2 2026: 4,280 shares worth $50.8K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings.

94 funds tracked by Wall St. Rank hold FTMH as of Q2 2026.

PlanVest Financial held 4,280 shares of Franklin Municipal High Yield ETF worth $50.8K as of Q2 2026.
Franklin Municipal High Yield ETF was a new PlanVest Financial position in Q2 2026.
Franklin Municipal High Yield ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #221 holding.
94 funds tracked by Wall St. Rank held Franklin Municipal High Yield ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.