BFO
FTPA

Boston Family Office’s Franklin Pennsylvania Municipal Income ETF FTPA Stock Holding History

Boston Family Office’s Portfolio FTPA Stock Details FTPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-65,516
Closed -$562K – 325
2026
Q1 		$562K Hold
65,516
– – 0.04% 212
2025
Q4 		$565K Buy
+65,516
New +$565K 0.04% 202

Other funds holding FTPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

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

Boston Family Office sold out of Franklin Pennsylvania Municipal Income ETF (FTPA) in Q2 2026, closing a stake of 65,516 shares — an estimated $562K sold.

Boston Family Office first reported a position in FTPA in Q4 2025 and held it in 2 quarters. The position peaked at $565K in Q4 2025. 30 funds tracked by Wall St. Rank hold FTPA as of Q2 2026.

  • Boston Family Office reported no remaining Franklin Pennsylvania Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Boston Family Office sold 65,516 Franklin Pennsylvania Municipal Income ETF shares in Q2 2026, an estimated $562K.
  • Boston Family Office first reported a position in Franklin Pennsylvania Municipal Income ETF in Q4 2025 and held it in 2 quarters.
  • Boston Family Office's Franklin Pennsylvania Municipal Income ETF position peaked at $565K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Franklin Pennsylvania Municipal Income ETF as of Q2 2026.

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