SWA
FTMS

SFMG Wealth Advisors’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

SFMG Wealth Advisors’s Portfolio FTMS Stock Details FTMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105K Hold
10,584
– – 0.01% 312
2025
Q4 		$105K Buy
+10,584
New +$105K 0.01% 301

Other funds holding FTMS

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Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return

SFMG Wealth Advisors's FTMS Position: Q1 2026 in Review

SFMG Wealth Advisors held its Franklin Short-Term Municipal Income ETF (FTMS) position steady in Q1 2026 at 10,584 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #312.

SFMG Wealth Advisors first reported a position in FTMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $105K in Q4 2025. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • SFMG Wealth Advisors held 10,584 shares of Franklin Short-Term Municipal Income ETF worth $105K as of Q1 2026.
  • SFMG Wealth Advisors left its Franklin Short-Term Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Short-Term Municipal Income ETF made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #312 holding.
  • SFMG Wealth Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SFMG Wealth Advisors's Franklin Short-Term Municipal Income ETF position peaked at $105K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.