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 Q3	$260K	Sell	30,711 -19,328	-39%	-$172K	﹤0.01%	3499
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTMA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Franklin Massachusetts Municipal Income ETF (FTMA) stake by 39% in Q3 2026, selling an estimated $172K and leaving 30,711 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #3499.

Wealth Enhancement Advisory Services first reported a position in FTMA in Q4 2025 and has held it in 4 quarters since. The position peaked at $554K in Q4 2025. 33 funds tracked by Wall St. Rank hold FTMA as of Q3 2026.

Wealth Enhancement Advisory Services held 30,711 shares of Franklin Massachusetts Municipal Income ETF worth $260K as of Q3 2026.
Wealth Enhancement Advisory Services sold 19,328 Franklin Massachusetts Municipal Income ETF shares in Q3 2026, an estimated $172K.
Franklin Massachusetts Municipal Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3499 holding.
Wealth Enhancement Advisory Services first reported a position in Franklin Massachusetts Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's Franklin Massachusetts Municipal Income ETF position peaked at $554K in Q4 2025.
33 funds tracked by Wall St. Rank held Franklin Massachusetts Municipal Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.