CPWL
FTNY

Coquina Private Wealth LLC’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Coquina Private Wealth 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
Q2 		$193K Hold
24,179
– – 0.13% 100
2026
Q1 		$189K Sell
24,179
-7,770
-24% -$61.3K 0.15% 95
2025
Q4 		$251K Buy
+31,949
New +$251K 0.2% 77

Other funds holding FTNY

LPL Financial
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
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Coquina Private Wealth LLC's FTNY Position: Q2 2026 in Review

Coquina Private Wealth LLC held its Franklin New York Municipal Income ETF (FTNY) position steady in Q2 2026 at 24,179 shares worth $193K. The position accounts for 0.13% of the portfolio, ranked #100.

Coquina Private Wealth LLC first reported a position in FTNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 38 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

  • Coquina Private Wealth LLC held 24,179 shares of Franklin New York Municipal Income ETF worth $193K as of Q2 2026.
  • Coquina Private Wealth LLC left its Franklin New York Municipal Income ETF share count unchanged in Q2 2026.
  • Franklin New York Municipal Income ETF made up 0.13% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #100 holding.
  • Coquina Private Wealth LLC first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Franklin New York Municipal Income ETF position peaked at $251K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.