Rockefeller Capital Management
FTMS

Rockefeller Capital Management’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Rockefeller Capital Management’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 		– Sell
-161,622
Closed -$1.61M – 4918
2025
Q4 		$1.6M Buy
+161,622
New +$1.61M ﹤0.01% 1351

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
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

Rockefeller Capital Management's FTMS Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Franklin Short-Term Municipal Income ETF (FTMS) in Q1 2026, closing a stake of 161,622 shares — an estimated $1.61M sold.

Rockefeller Capital Management first reported a position in FTMS in Q4 2025 and held it in 1 quarter. The position peaked at $1.6M in Q4 2025. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Franklin Short-Term Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 161,622 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $1.61M.
  • Rockefeller Capital Management first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Franklin Short-Term Municipal Income ETF position peaked at $1.6M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.