Bank of Montreal
FTCA

Bank of Montreal’s Franklin California Municipal Income ETF FTCA Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-816
Closed -$5.94K – 4119
2026
Q1 		$5.94K Sell
816
-8,448
-91% -$62.2K ﹤0.01% 3618
2025
Q4 		$67.9K Buy
+9,264
New +$68K ﹤0.01% 3130

Other funds holding FTCA

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal's FTCA Position: Q2 2026 in Review

Bank of Montreal sold out of Franklin California Municipal Income ETF (FTCA) in Q2 2026, closing a stake of 816 shares — an estimated $5.94K sold.

Bank of Montreal first reported a position in FTCA in Q4 2025 and held it in 2 quarters. The position peaked at $67.9K in Q4 2025. 86 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Bank of Montreal reported no remaining Franklin California Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 816 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $5.94K.
  • Bank of Montreal first reported a position in Franklin California Municipal Income ETF in Q4 2025 and held it in 2 quarters.
  • Bank of Montreal's Franklin California Municipal Income ETF position peaked at $67.9K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.