AFG
FTCA

Atomi Financial Group’s Franklin California Municipal Income ETF FTCA Stock Holding History

Atomi Financial Group’s Portfolio FTCA Stock Details FTCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,991
Closed -$95.1K – 1343
2025
Q4 		$95.1K Buy
+12,991
New +$95.4K ﹤0.01% 1188

Other funds holding FTCA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atomi Financial Group's FTCA Position: Q1 2026 in Review

Atomi Financial Group sold out of Franklin California Municipal Income ETF (FTCA) in Q1 2026, closing a stake of 12,991 shares — an estimated $95.1K sold.

Atomi Financial Group first reported a position in FTCA in Q4 2025 and held it in 1 quarter. The position peaked at $95.1K in Q4 2025. 75 funds tracked by Wall St. Rank hold FTCA as of Q1 2026.

  • Atomi Financial Group reported no remaining Franklin California Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 12,991 Franklin California Municipal Income ETF shares in Q1 2026, an estimated $95.1K.
  • Atomi Financial Group first reported a position in Franklin California Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Atomi Financial Group's Franklin California Municipal Income ETF position peaked at $95.1K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.