RIA
FTMS

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
Q2 		$149K Hold
15,000
– – 0.01% 635
2026
Q1 		$149K Buy
+15,000
New +$150K 0.01% 643

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Raymond James Financial
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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

Regal Investment Advisors's FTMS Position: Q2 2026 in Review

Regal Investment Advisors held its Franklin Short-Term Municipal Income ETF (FTMS) position steady in Q2 2026 at 15,000 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #635.

Regal Investment Advisors first reported a position in FTMS in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Regal Investment Advisors held 15,000 shares of Franklin Short-Term Municipal Income ETF worth $149K as of Q2 2026.
  • Regal Investment Advisors left its Franklin Short-Term Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin Short-Term Municipal Income ETF made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #635 holding.
  • Regal Investment Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.