Envestnet Asset Management’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Envestnet Asset Management’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	$1.04M	Buy	130,125 +42,715	+49%	+$337K	﹤0.01%	3614
2026 Q1	$682K	Buy	87,410 +5,255	+6%	+$41.5K	﹤0.01%	3712
2025 Q4	$645K	Buy	+82,155	New	+$647K	﹤0.01%	3534

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

Envestnet Asset Management's FTNY Position: Q2 2026 in Review

Envestnet Asset Management increased its Franklin New York Municipal Income ETF (FTNY) stake by 49% in Q2 2026, buying an estimated $337K and bringing the position to 130,125 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3614.

Envestnet Asset Management first reported a position in FTNY in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

Envestnet Asset Management held 130,125 shares of Franklin New York Municipal Income ETF worth $1.04M as of Q2 2026.
Envestnet Asset Management bought 42,715 Franklin New York Municipal Income ETF shares in Q2 2026, an estimated $337K.
Franklin New York Municipal Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3614 holding.
Envestnet Asset Management first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
67 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.