BCI
FTCA

Brinker Capital Investments’s Franklin California Municipal Income ETF FTCA Stock Holding History

Brinker Capital Investments’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
-28,959
Closed -$212K – 2315
2025
Q4 		$212K Buy
+28,959
New +$213K ﹤0.01% 1995

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Commonwealth Equity Services
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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

Brinker Capital Investments's FTCA Position: Q1 2026 in Review

Brinker Capital Investments sold out of Franklin California Municipal Income ETF (FTCA) in Q1 2026, closing a stake of 28,959 shares — an estimated $212K sold.

Brinker Capital Investments first reported a position in FTCA in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 75 funds tracked by Wall St. Rank hold FTCA as of Q1 2026.

  • Brinker Capital Investments reported no remaining Franklin California Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 28,959 Franklin California Municipal Income ETF shares in Q1 2026, an estimated $212K.
  • Brinker Capital Investments first reported a position in Franklin California Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Brinker Capital Investments's Franklin California Municipal Income ETF position peaked at $212K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.