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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
Q3 		$362K Buy
52,812
+10,430
+25% +$75.2K 0.07% 187
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Fermata Advisors's FTCA Position: Q3 2026 in Review

Fermata Advisors increased its Franklin California Municipal Income ETF (FTCA) stake by 25% in Q3 2026, buying an estimated $75.2K and bringing the position to 52,812 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #187.

Fermata Advisors first reported a position in FTCA in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

  • Fermata Advisors held 52,812 shares of Franklin California Municipal Income ETF worth $362K as of Q3 2026.
  • Fermata Advisors bought 10,430 Franklin California Municipal Income ETF shares in Q3 2026, an estimated $75.2K.
  • Franklin California Municipal Income ETF made up 0.07% of Fermata Advisors's portfolio in Q3 2026, its #187 holding.
  • Fermata Advisors first reported a position in Franklin California Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.