Valmark Advisers
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Valmark Advisers’s Franklin Municipal High Yield ETF FTMH Stock Holding History

Valmark Advisers’s Portfolio FTMH Stock Details FTMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,442
Closed -$213K – 709
2025
Q4 		$213K Buy
+18,442
New +$214K ﹤0.01% 629

Other funds holding FTMH

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $375B AUM 21.05% 1-Year Est. Return

Valmark Advisers's FTMH Position: Q1 2026 in Review

Valmark Advisers sold out of Franklin Municipal High Yield ETF (FTMH) in Q1 2026, closing a stake of 18,442 shares — an estimated $213K sold.

Valmark Advisers first reported a position in FTMH in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 83 funds tracked by Wall St. Rank hold FTMH as of Q1 2026.

  • Valmark Advisers reported no remaining Franklin Municipal High Yield ETF position as of Q1 2026 after selling out during the quarter.
  • Valmark Advisers sold 18,442 Franklin Municipal High Yield ETF shares in Q1 2026, an estimated $213K.
  • Valmark Advisers first reported a position in Franklin Municipal High Yield ETF in Q4 2025 and held it in 1 quarter.
  • Valmark Advisers's Franklin Municipal High Yield ETF position peaked at $213K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Franklin Municipal High Yield ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.