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

Regal Investment 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	$149K	Buy	+15,000	New	+$150K	0.01%	643

Other funds holding FTMS

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Regal Investment Advisors's FTMS Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Franklin Short-Term Municipal Income ETF (FTMS) in Q1 2026: 15,000 shares worth $149K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings.

39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

Regal Investment Advisors held 15,000 shares of Franklin Short-Term Municipal Income ETF worth $149K as of Q1 2026.
Franklin Short-Term Municipal Income ETF was a new Regal Investment Advisors position in Q1 2026.
Franklin Short-Term Municipal Income ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #643 holding.
39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.