WA
FTMA

Waverly Advisors’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Waverly Advisors’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
Q1 		$94.1K Hold
10,494
– – ﹤0.01% 1536
2025
Q4 		$94.6K Buy
+10,494
New +$94.5K ﹤0.01% 1429

Other funds holding FTMA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors's FTMA Position: Q1 2026 in Review

Waverly Advisors held its Franklin Massachusetts Municipal Income ETF (FTMA) position steady in Q1 2026 at 10,494 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Waverly Advisors first reported a position in FTMA in Q4 2025 and has held it in 2 quarters since. The position peaked at $94.6K in Q4 2025. 55 funds tracked by Wall St. Rank hold FTMA as of Q1 2026.

  • Waverly Advisors held 10,494 shares of Franklin Massachusetts Municipal Income ETF worth $94.1K as of Q1 2026.
  • Waverly Advisors left its Franklin Massachusetts Municipal Income ETF share count unchanged in Q1 2026.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1536 holding.
  • Waverly Advisors first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Franklin Massachusetts Municipal Income ETF position peaked at $94.6K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.