Cerity Partners’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Cerity Partners’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	–	Sell	-39,012	Closed	-$306K	–	3417
2025 Q4	$306K	Buy	+39,012	New	+$307K	﹤0.01%	2400

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

Cerity Partners's FTNY Position: Q1 2026 in Review

Cerity Partners sold out of Franklin New York Municipal Income ETF (FTNY) in Q1 2026, closing a stake of 39,012 shares — an estimated $306K sold.

Cerity Partners first reported a position in FTNY in Q4 2025 and held it in 1 quarter. The position peaked at $306K in Q4 2025. 63 funds tracked by Wall St. Rank hold FTNY as of Q1 2026.

Cerity Partners reported no remaining Franklin New York Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 39,012 Franklin New York Municipal Income ETF shares in Q1 2026, an estimated $306K.
Cerity Partners first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and held it in 1 quarter.
Cerity Partners's Franklin New York Municipal Income ETF position peaked at $306K in Q4 2025.
63 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.