WA
FTMH

Waverly Advisors’s Franklin Municipal High Yield ETF FTMH Stock Holding History

Waverly Advisors’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 		$1.17M Sell
101,646
-25,293
-20% -$295K 0.01% 785
2025
Q4 		$1.47M Buy
+126,939
New +$1.47M 0.01% 650

Other funds holding FTMH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waverly Advisors's FTMH Position: Q1 2026 in Review

Waverly Advisors reduced its Franklin Municipal High Yield ETF (FTMH) stake by 20% in Q1 2026, selling an estimated $295K and leaving 101,646 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #785.

Waverly Advisors first reported a position in FTMH in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.47M in Q4 2025. 81 funds tracked by Wall St. Rank hold FTMH as of Q1 2026.

  • Waverly Advisors held 101,646 shares of Franklin Municipal High Yield ETF worth $1.17M as of Q1 2026.
  • Waverly Advisors sold 25,293 Franklin Municipal High Yield ETF shares in Q1 2026, an estimated $295K.
  • Franklin Municipal High Yield ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #785 holding.
  • Waverly Advisors first reported a position in Franklin Municipal High Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Franklin Municipal High Yield ETF position peaked at $1.47M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Municipal High Yield ETF as of Q1 2026.

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