First American Trust’s Franklin California Municipal Income ETF FTCA Stock Holding History

First American Trust’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	$1.77M	Sell	258,199 -18,557	-7%	-$134K	0.1%	151
2026 Q2	$2.05M	Buy	+276,756	New	+$2.04M	0.12%	136

Other funds holding FTCA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Sierra Ocean Ripon, California $162M AUM 16.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

First American Trust's FTCA Position: Q3 2026 in Review

First American Trust reduced its Franklin California Municipal Income ETF (FTCA) stake by 6.7% in Q3 2026, selling an estimated $134K and leaving 258,199 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #151.

First American Trust first reported a position in FTCA in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.05M in Q2 2026. 74 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

First American Trust held 258,199 shares of Franklin California Municipal Income ETF worth $1.77M as of Q3 2026.
First American Trust sold 18,557 Franklin California Municipal Income ETF shares in Q3 2026, an estimated $134K.
Franklin California Municipal Income ETF made up 0.1% of First American Trust's portfolio in Q3 2026, its #151 holding.
First American Trust first reported a position in Franklin California Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
First American Trust's Franklin California Municipal Income ETF position peaked at $2.05M in Q2 2026.
74 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on First American Trust's 13F filing for Q3 2026, filed 12 Nov 2026.