RFP
FTMA

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 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.

26 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.
  • 26 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.