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FTMA

Franklin Massachusetts Municipal Income ETF
FTMA

55 hedge funds and large institutions have $121M invested in Franklin Massachusetts Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

17% more funds holding

Funds holding: 47 → 55 (+8)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

11% more capital invested

Capital invested by funds: $108M → $121M (+$12.2M)

2.29% more ownership

Funds ownership: 45.1% → 47.39% (+2.3%)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.15M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.24M
3
KAS
Kestra Advisory Services
Texas
+$1.91M
4
Bank of America
Bank of America
North Carolina
+$939K
5
ORC
O'Rourke & Company
Massachusetts
+$901K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$821K
2
Jane Street
Jane Street
New York
-$811K
3
Goldman Sachs
Goldman Sachs
New York
-$510K
4
SPIA
Steward Partners Investment Advisory
New York
-$392K
5
FFS
Founders Financial Securities
Maryland
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$28.9M +$2.24M +248,237 +8%
Ameriprise
2
Ameriprise
Minnesota
$27M -$821K -90,899 -3%
Morgan Stanley
3
Morgan Stanley
New York
$23.9M +$7.15M +791,709 +42%
Bank of America
4
Bank of America
North Carolina
$6.14M +$939K +103,913 +18%
NA
5
NewEdge Advisors
Louisiana
$3.38M +$810K +89,661 +31%
LPL Financial
6
LPL Financial
California
$2.81M +$549K +60,776 +24%
KAS
7
Kestra Advisory Services
Texas
$2.58M +$1.91M +211,588 +278%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.42M +$20.6K +2,285 +0.9%
Jane Street
9
Jane Street
New York
$2.36M -$811K -89,797 -25%
Wells Fargo
10
Wells Fargo
California
$2.29M +$113K +12,491 +5%
ML
11
McAdam LLC
Pennsylvania
$2.02M +$9.2K +1,018 +0.5%
Raymond James Financial
12
Raymond James Financial
Florida
$2.01M +$163K +18,058 +9%
ORC
13
O'Rourke & Company
Massachusetts
$1.79M +$901K +99,756 +100%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.54M -$27.5K -3,038 -2%
AWA
15
Alta Wealth Advisors
Massachusetts
$1.39M – – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.18M -$96.7K -10,702 -8%
SPIA
17
Steward Partners Investment Advisory
New York
$1.13M -$392K -43,328 -26%
PAG
18
Private Advisor Group
New Jersey
$1.01M +$172 +19 +0%
AFM
19
Abbot Financial Management
Massachusetts
$918K – – –
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$444K -$107K -11,875 -19%
PCM
21
Parsons Capital Management
Rhode Island
$412K +$415K +45,959 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$354K +$357K +39,479 New
WE
23
Wealth Effects
Massachusetts
$327K +$2.49K +276 +0.8%
OMC
24
Old Mission Capital
Illinois
$305K +$86.3K +9,556 +39%
FT
25
Fiduciary Trust
Massachusetts
$235K – – –
1
2 3

FTMA Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin Massachusetts Municipal Income ETF (FTMA) for Q1 2026, worth a combined $121M — up 11% from $108M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTMA positions and 2 closed out — a net gain of 9 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.15M. The largest seller was Ameriprise, cutting an estimated $821K.

  • 55 institutional investors held Franklin Massachusetts Municipal Income ETF (FTMA) as of Q1 2026, up from 47 in Q4 2025.
  • Funds reported $121M of Franklin Massachusetts Municipal Income ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 11 funds opened new Franklin Massachusetts Municipal Income ETF positions in Q1 2026 and 2 closed out, a net change of +9 holders.
  • The largest Franklin Massachusetts Municipal Income ETF buyer in Q1 2026 was Morgan Stanley, an estimated $7.15M added.
  • The largest Franklin Massachusetts Municipal Income ETF seller in Q1 2026 was Ameriprise, an estimated $821K sold.

Based on aggregated 13F filings for Q1 2026.