RWA
FTMH

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
Q1 		$129K Hold
11,030
– – 0.03% 143
2025
Q4 		$128K Buy
+11,030
New +$128K 0.04% 136

Other funds holding FTMH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rooted Wealth Advisors's FTMH Position: Q1 2026 in Review

Rooted Wealth Advisors held its Franklin Municipal High Yield ETF (FTMH) position steady in Q1 2026 at 11,030 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #143.

Rooted Wealth Advisors first reported a position in FTMH in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold FTMH as of Q1 2026.

  • Rooted Wealth Advisors held 11,030 shares of Franklin Municipal High Yield ETF worth $129K as of Q1 2026.
  • Rooted Wealth Advisors left its Franklin Municipal High Yield ETF share count unchanged in Q1 2026.
  • Franklin Municipal High Yield ETF made up 0.03% of Rooted Wealth Advisors's portfolio in Q1 2026, its #143 holding.
  • Rooted Wealth Advisors first reported a position in Franklin Municipal High Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Franklin Municipal High Yield ETF as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.