Wealth Enhancement Advisory Services
FTMS

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 FTMS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Franklin Short-Term Municipal Income ETF (FTMS) stake by 8% in Q2 2026, buying an estimated $4.92M and bringing the position to 6,712,644 shares worth $66.6M. The position accounts for 0.11% of the portfolio, ranked #167.

Wealth Enhancement Advisory Services first reported a position in FTMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.1M in Q4 2025. 5 funds tracked by Wall St. Rank hold FTMS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,712,644 shares of Franklin Short-Term Municipal Income ETF worth $66.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 495,508 Franklin Short-Term Municipal Income ETF shares in Q2 2026, an estimated $4.92M.
  • Franklin Short-Term Municipal Income ETF made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #167 holding.
  • Wealth Enhancement Advisory Services first reported a position in Franklin Short-Term Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Franklin Short-Term Municipal Income ETF position peaked at $83.1M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Franklin Short-Term Municipal Income ETF as of Q2 2026.

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