VA
FTMS

Valmark Advisers’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Valmark Advisers’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 		– Sell
-17,282
Closed -$172K – 710
2025
Q4 		$172K Buy
+17,282
New +$172K ﹤0.01% 650

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NA
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IF
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IAG
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Valmark Advisers's FTMS Position: Q1 2026 in Review

Valmark Advisers sold out of Franklin Short-Term Municipal Income ETF (FTMS) in Q1 2026, closing a stake of 17,282 shares — an estimated $172K sold.

Valmark Advisers first reported a position in FTMS in Q4 2025 and held it in 1 quarter. The position peaked at $172K in Q4 2025. 39 funds tracked by Wall St. Rank hold FTMS as of Q1 2026.

  • Valmark Advisers reported no remaining Franklin Short-Term Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Valmark Advisers sold 17,282 Franklin Short-Term Municipal Income ETF shares in Q1 2026, an estimated $172K.
  • Valmark Advisers first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Valmark Advisers's Franklin Short-Term Municipal Income ETF position peaked at $172K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q1 2026.

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