Root Financial Partners’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Root Financial Partners’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	$2.04M	Buy	+223,241	New	+$2.02M	0.08%	76

Other funds holding FTMA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Root Financial Partners's FTMA Position: Q2 2026 in Review

Root Financial Partners opened a new position in Franklin Massachusetts Municipal Income ETF (FTMA) in Q2 2026: 223,241 shares worth $2.04M. The stake represents 0.08% of the portfolio and ranks #76 among its holdings.

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

Root Financial Partners held 223,241 shares of Franklin Massachusetts Municipal Income ETF worth $2.04M as of Q2 2026.
Franklin Massachusetts Municipal Income ETF was a new Root Financial Partners position in Q2 2026.
Franklin Massachusetts Municipal Income ETF made up 0.08% of Root Financial Partners's portfolio in Q2 2026, its #76 holding.
61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.