Wealth Enhancement Advisory Services
FTMA

Wealth Enhancement Advisory Services’s Franklin Massachusetts Municipal Income ETF FTMA Stock Holding History

Wealth Enhancement Advisory Services’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 		$454K Buy
50,039
+559
+1% +$5.05K ﹤0.01% 2774
2026
Q1 		$444K Sell
49,480
-11,875
-19% -$107K ﹤0.01% 2417
2025
Q4 		$554K Buy
+61,355
New +$552K ﹤0.01% 2403

Other funds holding FTMA

SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTMA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 1.1% in Q2 2026, buying an estimated $5.05K and bringing the position to 50,039 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

Wealth Enhancement Advisory Services first reported a position in FTMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $554K in Q4 2025. 8 funds tracked by Wall St. Rank hold FTMA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 50,039 shares of Franklin Massachusetts Municipal Income ETF worth $454K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 559 Franklin Massachusetts Municipal Income ETF shares in Q2 2026, an estimated $5.05K.
  • Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2774 holding.
  • Wealth Enhancement Advisory Services first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Franklin Massachusetts Municipal Income ETF position peaked at $554K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.