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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 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 $324B AUM 22.36% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of Montreal's FTCA Position: Q1 2026 in Review

Bank of Montreal reduced its Franklin California Municipal Income ETF (FTCA) stake by 91% in Q1 2026, selling an estimated $62.2K and leaving 816 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3618.

Bank of Montreal first reported a position in FTCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $67.9K in Q4 2025. 75 funds tracked by Wall St. Rank hold FTCA as of Q1 2026.

  • Bank of Montreal held 816 shares of Franklin California Municipal Income ETF worth $5.94K as of Q1 2026.
  • Bank of Montreal sold 8,448 Franklin California Municipal Income ETF shares in Q1 2026, an estimated $62.2K.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3618 holding.
  • Bank of Montreal first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Bank of Montreal's Franklin California Municipal Income ETF position peaked at $67.9K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.