Rooted Wealth Advisors
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Rooted Wealth Advisors’s Franklin Municipal High Yield ETF FTMH Stock Holding History

Rooted Wealth Advisors’s Portfolio FTMH Stock Details FTMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$131K Hold
11,030
– – 0.03% 149
2026
Q2 		$131K Hold
11,030
– – 0.03% 149
2026
Q1 		$129K Hold
11,030
– – 0.03% 143
2025
Q4 		$128K Buy
+11,030
New +$128K 0.04% 136

Other funds holding FTMH

Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Palatine Hill Wealth Management
Palatine Hill Wealth Management Birmingham, Michigan $139M AUM 13.59% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Rooted Wealth Advisors's FTMH Position: Q3 2026 in Review

Rooted Wealth Advisors held its Franklin Municipal High Yield ETF (FTMH) position steady in Q3 2026 at 11,030 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #149.

Rooted Wealth Advisors first reported a position in FTMH in Q4 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold FTMH as of Q3 2026.

  • Rooted Wealth Advisors held 11,030 shares of Franklin Municipal High Yield ETF worth $131K as of Q3 2026.
  • Rooted Wealth Advisors left its Franklin Municipal High Yield ETF share count unchanged in Q3 2026.
  • Franklin Municipal High Yield ETF made up 0.03% of Rooted Wealth Advisors's portfolio in Q3 2026, its #149 holding.
  • Rooted Wealth Advisors first reported a position in Franklin Municipal High Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Franklin Municipal High Yield ETF as of Q3 2026.

Based on Rooted Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.