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 Q1	$83.4K	Buy	+10,686	New	+$84.4K	﹤0.01%	3933

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

Creative Planning's FTNY Position: Q1 2026 in Review

Creative Planning opened a new position in Franklin New York Municipal Income ETF (FTNY) in Q1 2026: 10,686 shares worth $83.4K. The stake represents ﹤0.01% of the portfolio and ranks #3933 among its holdings.

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

Creative Planning held 10,686 shares of Franklin New York Municipal Income ETF worth $83.4K as of Q1 2026.
Franklin New York Municipal Income ETF was a new Creative Planning position in Q1 2026.
Franklin New York Municipal Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3933 holding.
63 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.