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FTMS

Franklin Short-Term Municipal Income ETF
FTMS

39 hedge funds and large institutions have $113M invested in Franklin Short-Term Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

11% more funds holding

Funds holding: 35 → 39 (+4)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

9.17% less ownership

Funds ownership: 78.46% → 69.3% (-9.2%)

13% less capital invested

Capital invested by funds: $130M → $113M (-$16.7M)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IF
IRON Financial
Illinois
+$2.87M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.04M
3
LPL Financial
LPL Financial
California
+$1.54M
4
OMC
Old Mission Capital
Illinois
+$618K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$525K

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$21.2M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$1.61M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.45M
4
WIM
Westside Investment Management
California
-$712K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$398K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$61.5M -$21.2M -2,125,599 -25%
Raymond James Financial
2
Raymond James Financial
Florida
$6.54M +$2.04M +204,333 +45%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.38M +$525K +52,630 +9%
LPL Financial
4
LPL Financial
California
$5.76M +$1.54M +154,519 +36%
NA
5
NewEdge Advisors
Louisiana
$5.74M +$425K +42,660 +8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.52M -$1.45M -145,640 -21%
IF
7
IRON Financial
Illinois
$2.85M +$2.87M +287,616 New
VT
8
Vise Technologies
New York
$2.7M – – –
Jones Financial Companies
9
Jones Financial Companies
Missouri
$2.68M +$31.5K +3,154 +1%
IAG
10
Investmark Advisory Group
Connecticut
$1.96M -$29K -2,903 -1%
Mariner
11
Mariner
Kansas
$1.32M -$365K -36,582 -22%
CIA
12
Concurrent Investment Advisors
Florida
$1M – – –
SFGM
13
Stonebridge Financial Group (Missouri)
Missouri
$922K +$2.55K +256 +0.3%
MFG
14
Merit Financial Group
Georgia
$749K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$746K -$30.5K -3,063 -4%
MA
16
Mutual Advisors
Nebraska
$650K +$80.8K +8,103 +14%
OMC
17
Old Mission Capital
Illinois
$614K +$618K +61,963 New
MML Investors Services
18
MML Investors Services
Massachusetts
$609K -$130K -13,084 -18%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$549K -$398K -39,922 -42%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$490K +$493K +49,458 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$483K +$271K +27,154 +126%
BWP
22
Balboa Wealth Partners
Arizona
$355K – – –
CFD
23
Creative Financial Designs
Indiana
$348K +$351K +35,150 New
Jane Street
24
Jane Street
New York
$316K +$319K +31,947 New
BWA
25
Beam Wealth Advisors
Louisiana
$313K -$13.2K -1,320 -4%
1
2

FTMS Hedge Fund Activity: Q1 2026 in Review

39 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin Short-Term Municipal Income ETF (FTMS) for Q1 2026, worth a combined $113M — down 13% from $130M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FTMS positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was IRON Financial, opening a new position worth an estimated $2.87M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $21.2M.

  • 39 institutional investors held Franklin Short-Term Municipal Income ETF (FTMS) as of Q1 2026, up from 35 in Q4 2025.
  • Funds reported $113M of Franklin Short-Term Municipal Income ETF stock for Q1 2026, down 13% quarter-over-quarter.
  • 8 funds opened new Franklin Short-Term Municipal Income ETF positions in Q1 2026 and 4 closed out, a net change of +4 holders.
  • The largest Franklin Short-Term Municipal Income ETF buyer in Q1 2026 was IRON Financial, an estimated $2.87M added.
  • The largest Franklin Short-Term Municipal Income ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2026.