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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
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$83.1M +$82.9M +8,342,735 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.98M +$6.99M +703,325 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.87M +$5.88M +591,322 New
NA
4
NewEdge Advisors
Louisiana
$5.33M +$5.33M +536,664 New
Raymond James Financial
5
Raymond James Financial
Florida
$4.53M +$4.53M +455,692 New
LPL Financial
6
LPL Financial
California
$4.24M +$4.24M +426,775 New
VT
7
Vise Technologies
New York
$2.7M +$2.7M +271,415 New
Jones Financial Companies
8
Jones Financial Companies
Missouri
$2.65M +$2.65M +267,153 New
IAG
9
Investmark Advisory Group
Connecticut
$1.99M +$1.99M +200,533 New
Mariner
10
Mariner
Kansas
$1.69M +$1.69M +170,038 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.6M +$1.61M +161,622 New
CIA
12
Concurrent Investment Advisors
Florida
$1.01M +$1.01M +101,341 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$946K +$947K +95,308 New
SFGM
14
Stonebridge Financial Group (Missouri)
Missouri
$922K +$922K +92,825 New
Osaic Holdings
15
Osaic Holdings
Arizona
$778K +$779K +78,388 New
MFG
16
Merit Financial Group
Georgia
$751K +$752K +75,647 New
MML Investors Services
17
MML Investors Services
Massachusetts
$740K +$741K +74,550 New
WIM
18
Westside Investment Management
California
$712K +$713K +71,714 New
MA
19
Mutual Advisors
Nebraska
$571K +$572K +57,531 New
BWP
20
Balboa Wealth Partners
Arizona
$356K +$357K +35,885 New
FT
21
Fiduciary Trust
Massachusetts
$343K +$344K +34,575 New
BWA
22
Beam Wealth Advisors
Louisiana
$327K +$327K +32,912 New
JP Morgan Chase
23
JP Morgan Chase
New York
$249K +$249K +25,101 New
GF
24
GGM Financials
Ohio
$235K +$236K +23,708 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$215K +$215K +21,615 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.