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
Q2 		$894K Sell
89,854
-3,227
-3% -$32K 0.59% 37
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 $59.8B AUM 29.42% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stonebridge Financial Group (Missouri)'s FTMS Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) reduced its Franklin Short-Term Municipal Income ETF (FTMS) stake by 3.5% in Q2 2026, selling an estimated $32K and leaving 89,854 shares worth $894K. The position accounts for 0.59% of the portfolio, ranked #37.

Stonebridge Financial Group (Missouri) first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $922K in Q1 2026. 41 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 89,854 shares of Franklin Short-Term Municipal Income ETF worth $894K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) sold 3,227 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $32K.
  • Franklin Short-Term Municipal Income ETF made up 0.59% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #37 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Stonebridge Financial Group (Missouri)'s Franklin Short-Term Municipal Income ETF position peaked at $922K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.