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FTMS

Franklin Short-Term Municipal Income ETF

35 hedge funds and large institutions have $130M invested in Franklin Short-Term Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78.46% more ownership

Funds ownership: 0%78.46% (+78%)

Holders
35
Holders Change
+35
Holders Change %
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$199K +$200K +20,080 New
VA
27
Valmark Advisers
Ohio
$172K +$172K +17,282 New
SAI
28
Savvy Advisors Inc
New York
$107K +$107K +10,789 New
SWA
29
SFMG Wealth Advisors
Texas
$105K +$105K +10,584 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$33K +$33.4K +3,362 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$25.4K +$25.4K +2,560 New
IA
32
IFP Advisors
Florida
$11.6K +$11.6K +1,171 New
FFA
33
Farther Finance Advisors
California
$9.61K +$9.62K +968 New
AWM
34
AE Wealth Management
Kansas
$8.1K +$8.11K +816 New
Wells Fargo
35
Wells Fargo
California
$2.1K +$2.1K +211 New

FTMS Hedge Fund Activity: Q4 2025 in Review

35 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Franklin Short-Term Municipal Income ETF (FTMS) for Q4 2025, worth a combined $130M.

Buyers outnumbered sellers: 35 funds opened new FTMS positions and 0 closed out — a net gain of 35 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $82.9M.

  • 35 institutional investors held Franklin Short-Term Municipal Income ETF (FTMS) as of Q4 2025, up from 0 in Q3 2025.
  • Funds reported $130M of Franklin Short-Term Municipal Income ETF stock for Q4 2025.
  • 35 funds opened new Franklin Short-Term Municipal Income ETF positions in Q4 2025 and 0 closed out, a net change of +35 holders.
  • The largest Franklin Short-Term Municipal Income ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $82.9M added.

Based on aggregated 13F filings for Q4 2025.