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
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 $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's FTMA Position: Q1 2026 in Review

SHP Wealth Management increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 11% in Q1 2026, buying an estimated $17.3K and bringing the position to 19,963 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #286.

SHP Wealth Management first reported a position in FTMA in Q4 2025 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold FTMA as of Q1 2026.

  • SHP Wealth Management held 19,963 shares of Franklin Massachusetts Municipal Income ETF worth $179K as of Q1 2026.
  • SHP Wealth Management bought 1,909 Franklin Massachusetts Municipal Income ETF shares in Q1 2026, an estimated $17.3K.
  • Franklin Massachusetts Municipal Income ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #286 holding.
  • SHP Wealth Management first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.