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
Q2 		– Sell
-10,584
Closed -$105K – 365
2026
Q1 		$105K Hold
10,584
– – 0.01% 312
2025
Q4 		$105K Buy
+10,584
New +$105K 0.01% 301

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NA
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LPL Financial
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JP Morgan Chase
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IF
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Jones Financial Companies
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SFMG Wealth Advisors's FTMS Position: Q2 2026 in Review

SFMG Wealth Advisors sold out of Franklin Short-Term Municipal Income ETF (FTMS) in Q2 2026, closing a stake of 10,584 shares — an estimated $105K sold.

SFMG Wealth Advisors first reported a position in FTMS in Q4 2025 and held it in 2 quarters. The position peaked at $105K in Q4 2025. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • SFMG Wealth Advisors reported no remaining Franklin Short-Term Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,584 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $105K.
  • SFMG Wealth Advisors first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and held it in 2 quarters.
  • SFMG Wealth Advisors's Franklin Short-Term Municipal Income ETF position peaked at $105K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.