UBS Group
FTMA

UBS Group’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

UBS Group’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 		$39K Sell
4,269
-1,111
-21% -$10K ﹤0.01% 7718
2026
Q1 		$48.2K Sell
5,380
-18,273
-77% -$165K ﹤0.01% 7389
2025
Q4 		$213K Buy
+23,653
New +$213K ﹤0.01% 6544

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group's FTMA Position: Q2 2026 in Review

UBS Group reduced its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 21% in Q2 2026, selling an estimated $10K and leaving 4,269 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #7718.

UBS Group first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 59 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • UBS Group held 4,269 shares of Franklin Massachusetts Municipal Income ETF worth $39K as of Q2 2026.
  • UBS Group sold 1,111 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $10K.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7718 holding.
  • UBS Group first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS Group's Franklin Massachusetts Municipal Income ETF position peaked at $213K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.