BFC Planning, Inc.’s Franklin New York Municipal Income ETF FTNY Stock Holding History

BFC Planning, Inc.’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	$175K	Hold	21,922	–	–	0.01%	988
2026 Q1	$171K	Hold	21,922	–	–	0.01%	929
2025 Q4	$172K	Buy	+21,922	New	+$173K	0.01%	920

Other funds holding FTNY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Chemung Canal Trust Elmira, New York $547M AUM 26.3% 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

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 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 $45.2B AUM 20.72% 1-Year Est. Return

BFC Planning, Inc.'s FTNY Position: Q2 2026 in Review

BFC Planning, Inc. held its Franklin New York Municipal Income ETF (FTNY) position steady in Q2 2026 at 21,922 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #988.

BFC Planning, Inc. first reported a position in FTNY in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

BFC Planning, Inc. held 21,922 shares of Franklin New York Municipal Income ETF worth $175K as of Q2 2026.
BFC Planning, Inc. left its Franklin New York Municipal Income ETF share count unchanged in Q2 2026.
Franklin New York Municipal Income ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #988 holding.
BFC Planning, Inc. first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
68 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.