FTMS Institutional Ownership
Franklin Short-Term Municipal Income ETF
1W: +0.4%
1M: -1.5%
3M: -2.1%
YTD: -1.6%
$9.72
+0.00 (+0.00%)
Weekly Expected Move ±0.5%
$10
$10
$10
$10
$10
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FTMS
46
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
131M
Total Invested
8
New Positions
12
Increased
19
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (51 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 6,712,644 | $65M | +495,508 | +8.0% | 3Q | SEC ↗ |
| 2 | Vise Technologies, Inc. | 817,591 | $8M | +546,176 | +201.2% | 3Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 686,419 | $7M | +42,467 | +6.6% | 3Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 597,222 | $6M | -62,803 | -9.5% | 3Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC | 587,973 | $6M | +8,649 | +1.5% | 3Q | SEC ↗ |
| 6 | LPL Financial LLC | 570,452 | $6M | -10,842 | -1.9% | 3Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 485,382 | $5M | -72,303 | -13.0% | 3Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 481,696 | $5M | +451,330 | +1486.3% | 3Q | SEC ↗ |
| 9 | IRON Financial LLC | 444,917 | $4M | +157,301 | +54.7% | 2Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 332,654 | $3M | +62,347 | +23.1% | 3Q | SEC ↗ |
| 11 | Investmark Advisory Group LLC | 190,626 | $2M | -7,004 | -3.5% | 3Q | SEC ↗ |
| 12 | Elequin Capital, LP NEW | 183,254 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Private Advisor Group, LLC NEW | 118,829 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Concurrent Investment Advisors, LLC | 101,341 | $985K | — | +0.0% | 3Q | SEC ↗ |
| 15 | Stonebridge Financial Group, LLC / MO | 89,854 | $873K | -3,227 | -3.5% | 3Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 80,563 | $783K | +5,238 | +7.0% | 3Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 74,551 | $725K | +13,085 | +21.3% | 3Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 67,397 | $655K | +35,450 | +111.0% | 2Q | SEC ↗ |
| 19 | Mutual Advisors, LLC | 56,638 | $551K | -8,996 | -13.7% | 3Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC NEW | 53,670 | $522K | — | +0.0% | 1Q | SEC ↗ |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | 47,601 | $463K | -1,857 | -3.8% | 2Q | SEC ↗ |
| 22 | Merit Financial Group, LLC | 46,642 | $453K | -29,005 | -38.3% | 3Q | SEC ↗ |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 44,265 | $430K | -11,121 | -20.1% | 3Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC NEW | 42,254 | $411K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Formidable Asset Management, LLC NEW | 36,690 | $357K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Balboa Wealth Partners | 35,885 | $349K | — | +0.0% | 3Q | SEC ↗ |
| 27 | BEAM WEALTH ADVISORS, INC. | 26,579 | $258K | -5,013 | -15.9% | 3Q | SEC ↗ |
| 28 | GGM Financial LLC | 24,042 | $234K | +198 | +0.8% | 3Q | SEC ↗ |
| 29 | CREATIVE FINANCIAL DESIGNS INC /ADV | 23,450 | $228K | -11,700 | -33.3% | 2Q | SEC ↗ |
| 30 | OLD MISSION CAPITAL LLC | 20,770 | $202K | -41,193 | -66.5% | 2Q | SEC ↗ |
| 31 | Sanctuary Advisors, LLC | 20,080 | $195K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Clear Creek Financial Management, LLC NEW | 20,000 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Fiduciary Trust Co | 15,751 | $153K | — | +0.0% | 3Q | SEC ↗ |
| 34 | Regal Investment Advisors LLC | 15,000 | $146K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Occidental Asset Management, LLC NEW | 15,000 | $146K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Global Retirement Partners, LLC NEW | 4,200 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 37 | CWM, LLC | 3,362 | $33K | — | +0.0% | 2Q | SEC ↗ |
| 38 | AE Wealth Management LLC | 3,234 | $31K | +2,418 | +296.3% | 3Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 2,878 | $28K | -45,891 | -94.1% | 3Q | SEC ↗ |
| 40 | FMR LLC | 2,384 | $23K | -54 | -2.2% | 3Q | SEC ↗ |
| 41 | IFP Advisors, Inc | 1,171 | $11K | — | +0.0% | 3Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 968 | $9K | — | +0.0% | 3Q | SEC ↗ |
| 43 | EASTERN BANK | 0 | $0K | -3,968 | -100.0% | 1Q | SEC ↗ |
| 44 | Csenge Advisory Group | 0 | $0K | -30,000 | -100.0% | 1Q | SEC ↗ |
| 45 | Savvy Advisors, Inc. | 0 | $0K | -10,789 | -100.0% | 2Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 0 | $0K | -211 | -100.0% | 1Q | SEC ↗ |
| 47 | SFMG, LLC | 0 | $0K | -10,584 | -100.0% | 2Q | SEC ↗ |
| 48 | Valmark Advisers, Inc. | 0 | $0K | -17,282 | -100.0% | 1Q | SEC ↗ |
| 49 | Westside Investment Management, Inc. | 0 | $0K | -71,714 | -100.0% | 1Q | SEC ↗ |
| 50 | Mariner, LLC | 0 | $0K | -133,456 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Elequin Capital, LP | 183,254 | $2M |
| Private Advisor Group, LLC | 118,829 | $1M |
| GOLDMAN SACHS GROUP INC | 53,670 | $522K |
| ENVESTNET ASSET MANAGEMENT INC | 42,254 | $411K |
| Formidable Asset Management, LLC | 36,690 | $357K |
| Clear Creek Financial Management, L | 20,000 | $194K |
| Occidental Asset Management, LLC | 15,000 | $146K |
| Global Retirement Partners, LLC | 4,200 | $41K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Rockefeller Capital Management L.P. | 161,622 | $2M |
| Mariner, LLC | 133,456 | $1M |
| Westside Investment Management, Inc | 71,714 | $697K |
| Csenge Advisory Group | 30,000 | $292K |
| Valmark Advisers, Inc. | 17,282 | $168K |
| Savvy Advisors, Inc. | 10,789 | $105K |
| SFMG, LLC | 10,584 | $103K |
| EASTERN BANK | 3,968 | $39K |
| WELLS FARGO & COMPANY/MN | 211 | $2K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Vise Technologies, Inc. | +546,176 | +201.2% | 817,591 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +495,508 | +8.0% | 6,712,644 |
| JPMORGAN CHASE & CO | +451,330 | +1486.3% | 481,696 |
| IRON Financial LLC | +157,301 | +54.7% | 444,917 |
| JONES FINANCIAL COMPANIES LLLP | +62,347 | +23.1% | 332,654 |
| Cetera Investment Advisers | +42,467 | +6.6% | 686,419 |
| JANE STREET GROUP, LLC | +35,450 | +111.0% | 67,397 |
| MML INVESTORS SERVICES, LLC | +13,085 | +21.3% | 74,551 |
| NewEdge Advisors, LLC | +8,649 | +1.5% | 587,973 |
| OSAIC HOLDINGS, INC. | +5,238 | +7.0% | 80,563 |
| AE Wealth Management LLC | +2,418 | +296.3% | 3,234 |
| GGM Financial LLC | +198 | +0.8% | 24,042 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -72,303 | -13.0% | 485,382 |
| RAYMOND JAMES FINANCIAL INC | -62,803 | -9.5% | 597,222 |
| ROYAL BANK OF CANADA | -45,891 | -94.1% | 2,878 |
| OLD MISSION CAPITAL LLC | -41,193 | -66.5% | 20,770 |
| Merit Financial Group, LLC | -29,005 | -38.3% | 46,642 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -11,700 | -33.3% | 23,450 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -11,121 | -20.1% | 44,265 |
| LPL Financial LLC | -10,842 | -1.9% | 570,452 |
| Mutual Advisors, LLC | -8,996 | -13.7% | 56,638 |
| Investmark Advisory Group LLC | -7,004 | -3.5% | 190,626 |
| BEAM WEALTH ADVISORS, INC. | -5,013 | -15.9% | 26,579 |
| Stonebridge Financial Group, LLC / | -3,227 | -3.5% | 89,854 |
| MERCER GLOBAL ADVISORS INC /ADV | -1,857 | -3.8% | 47,601 |
| FMR LLC | -54 | -2.2% | 2,384 |