SFGM
FTMS

Stonebridge Financial Group (Missouri)’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$922K Buy
93,081
+256
+0.3% +$2.55K 0.78% 33
2025
Q4 		$922K Buy
+92,825
New +$922K 0.8% 28

Other funds holding FTMS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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