SPIA
FTMA

Steward Partners Investment Advisory’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Steward Partners Investment Advisory’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 		$635K Sell
69,539
-56,531
-45% -$511K ﹤0.01% 1566
2026
Q1 		$1.13M Sell
126,070
-43,328
-26% -$392K 0.01% 1102
2025
Q4 		$1.53M Buy
+169,398
New +$1.53M 0.01% 890

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Steward Partners Investment Advisory's FTMA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 45% in Q2 2026, selling an estimated $511K and leaving 69,539 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Steward Partners Investment Advisory first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q4 2025. 61 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Steward Partners Investment Advisory held 69,539 shares of Franklin Massachusetts Municipal Income ETF worth $635K as of Q2 2026.
  • Steward Partners Investment Advisory sold 56,531 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $511K.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1566 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Franklin Massachusetts Municipal Income ETF position peaked at $1.53M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.