Boston Family Office’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Boston Family Office’s Portfolio FTNY Stock Details FTNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$197K	Hold	24,733	–	–	0.01%	312
2026 Q1	$193K	Sell	24,733 -13,510	-35%	-$107K	0.01%	309
2025 Q4	$300K	Buy	+38,243	New	+$301K	0.02%	261

Other funds holding FTNY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCT

Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Boston Family Office's FTNY Position: Q2 2026 in Review

Boston Family Office held its Franklin New York Municipal Income ETF (FTNY) position steady in Q2 2026 at 24,733 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #312.

Boston Family Office first reported a position in FTNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q4 2025. 67 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

Boston Family Office held 24,733 shares of Franklin New York Municipal Income ETF worth $197K as of Q2 2026.
Boston Family Office left its Franklin New York Municipal Income ETF share count unchanged in Q2 2026.
Franklin New York Municipal Income ETF made up 0.01% of Boston Family Office's portfolio in Q2 2026, its #312 holding.
Boston Family Office first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
Boston Family Office's Franklin New York Municipal Income ETF position peaked at $300K in Q4 2025.
67 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.