WE
FTMA

Wealth Effects’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Wealth Effects’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 		$336K Buy
36,800
+308
+0.8% +$2.79K 0.09% 177
2026
Q1 		$327K Buy
36,492
+276
+0.8% +$2.49K 0.12% 149
2025
Q4 		$326K Buy
+36,216
New +$326K 0.1% 144

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealth Effects's FTMA Position: Q2 2026 in Review

Wealth Effects increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 0.84% in Q2 2026, buying an estimated $2.79K and bringing the position to 36,800 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #177.

Wealth Effects first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Wealth Effects held 36,800 shares of Franklin Massachusetts Municipal Income ETF worth $336K as of Q2 2026.
  • Wealth Effects bought 308 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $2.79K.
  • Franklin Massachusetts Municipal Income ETF made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #177 holding.
  • Wealth Effects first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.