SWM
FTMA

SHP Wealth Management’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

SHP Wealth Management’s Portfolio FTMA Stock Details FTMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Sell
18,054
-1,909
-10% -$17.3K 0.01% 338
2026
Q1 		$179K Buy
19,963
+1,909
+11% +$17.3K 0.01% 286
2025
Q4 		$163K Buy
+18,054
New +$163K 0.01% 279

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPWS
McCarter Private Wealth Services Boston, Massachusetts $290M AUM 33.25% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SHP Wealth Management's FTMA Position: Q2 2026 in Review

SHP Wealth Management reduced its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 9.6% in Q2 2026, selling an estimated $17.3K and leaving 18,054 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #338.

SHP Wealth Management first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $179K in Q1 2026. 61 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • SHP Wealth Management held 18,054 shares of Franklin Massachusetts Municipal Income ETF worth $165K as of Q2 2026.
  • SHP Wealth Management sold 1,909 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $17.3K.
  • Franklin Massachusetts Municipal Income ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #338 holding.
  • SHP Wealth Management first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Franklin Massachusetts Municipal Income ETF position peaked at $179K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.