Creative Planning’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Creative Planning’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	$122K	Buy	15,310 +4,624	+43%	+$36.5K	﹤0.01%	4011
2026 Q1	$83.4K	Buy	+10,686	New	+$84.4K	﹤0.01%	3933

Other funds holding FTNY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Planning's FTNY Position: Q2 2026 in Review

Creative Planning increased its Franklin New York Municipal Income ETF (FTNY) stake by 43% in Q2 2026, buying an estimated $36.5K and bringing the position to 15,310 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #4011.

Creative Planning first reported a position in FTNY in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

Creative Planning held 15,310 shares of Franklin New York Municipal Income ETF worth $122K as of Q2 2026.
Creative Planning bought 4,624 Franklin New York Municipal Income ETF shares in Q2 2026, an estimated $36.5K.
Franklin New York Municipal Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4011 holding.
Creative Planning first reported a position in Franklin New York Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
67 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.