SAG
FTMH

SageView Advisory Group’s Franklin Municipal High Yield ETF FTMH Stock Holding History

SageView Advisory Group’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 		– Sell
-8
Closed -$93 – 2609
2025
Q4 		$93 Buy
+8
New +$93 ﹤0.01% 2546

Other funds holding FTMH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's FTMH Position: Q1 2026 in Review

SageView Advisory Group sold out of Franklin Municipal High Yield ETF (FTMH) in Q1 2026, closing a stake of 8 shares — an estimated $93 sold.

SageView Advisory Group first reported a position in FTMH in Q4 2025 and held it in 1 quarter. The position peaked at $93 in Q4 2025. 81 funds tracked by Wall St. Rank hold FTMH as of Q1 2026.

  • SageView Advisory Group reported no remaining Franklin Municipal High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 8 Franklin Municipal High Yield ETF shares in Q1 2026, an estimated $93.
  • SageView Advisory Group first reported a position in Franklin Municipal High Yield ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Franklin Municipal High Yield ETF position peaked at $93 in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Municipal High Yield ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.