Wealth Enhancement Advisory Services’s Franklin Short-Term Municipal Income ETF FTMS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FTMS Stock Details FTMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$69.7M	Buy	7,174,509 +461,865	+7%	+$4.56M	0.1%	184
2026 Q2	$66.6M	Buy	6,712,644 +495,508	+8%	+$4.92M	0.11%	167
2026 Q1	$61.5M	Sell	6,217,136 -2,125,599	-25%	-$21.2M	0.13%	149
2025 Q4	$83.1M	Buy	+8,342,735	New	+$82.9M	0.11%	174

Other funds holding FTMS

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 6.9% in Q3 2026, buying an estimated $4.56M and bringing the position to 7,174,509 shares worth $69.7M. The position accounts for 0.1% of the portfolio, ranked #184.

Wealth Enhancement Advisory Services first reported a position in FTMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $83.1M in Q4 2025. 7 funds tracked by Wall St. Rank hold FTMS as of Q3 2026.

Wealth Enhancement Advisory Services held 7,174,509 shares of Franklin Short-Term Municipal Income ETF worth $69.7M as of Q3 2026.
Wealth Enhancement Advisory Services bought 461,865 Franklin Short-Term Municipal Income ETF shares in Q3 2026, an estimated $4.56M.
Franklin Short-Term Municipal Income ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #184 holding.
Wealth Enhancement Advisory Services first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's Franklin Short-Term Municipal Income ETF position peaked at $83.1M in Q4 2025.
7 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q3 2026.

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