Carson Wealth (CWM LLC)’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$13K	Buy	+1,669	New	+$13.2K	﹤0.01%	4675

Other funds holding FTNY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTNY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Franklin New York Municipal Income ETF (FTNY) in Q1 2026: 1,669 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #4675 among its holdings.

63 funds tracked by Wall St. Rank hold FTNY as of Q1 2026.

Carson Wealth (CWM LLC) held 1,669 shares of Franklin New York Municipal Income ETF worth $13K as of Q1 2026.
Franklin New York Municipal Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Franklin New York Municipal Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4675 holding.
63 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.