FA
FTCA

Fermata Advisors’s Franklin California Municipal Income ETF FTCA Stock Holding History

Fermata Advisors’s Portfolio FTCA Stock Details FTCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$314K Buy
42,382
+12,000
+39% +$88.2K 0.06% 195
2026
Q1 		$221K Buy
+30,382
New +$224K 0.05% 215

Other funds holding FTCA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Fermata Advisors's FTCA Position: Q2 2026 in Review

Fermata Advisors increased its Franklin California Municipal Income ETF (FTCA) stake by 39% in Q2 2026, buying an estimated $88.2K and bringing the position to 42,382 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #195.

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

  • Fermata Advisors held 42,382 shares of Franklin California Municipal Income ETF worth $314K as of Q2 2026.
  • Fermata Advisors bought 12,000 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $88.2K.
  • Franklin California Municipal Income ETF made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #195 holding.
  • Fermata Advisors first reported a position in Franklin California Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.