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

Family 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	$999K	Buy	+125,313	New	+$989K	0.1%	127

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

Family Management's FTNY Position: Q2 2026 in Review

Family Management opened a new position in Franklin New York Municipal Income ETF (FTNY) in Q2 2026: 125,313 shares worth $999K. The stake represents 0.1% of the portfolio and ranks #127 among its holdings.

67 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

Family Management held 125,313 shares of Franklin New York Municipal Income ETF worth $999K as of Q2 2026.
Franklin New York Municipal Income ETF was a new Family Management position in Q2 2026.
Franklin New York Municipal Income ETF made up 0.1% of Family Management's portfolio in Q2 2026, its #127 holding.
67 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.