Jones Financial Companies
FTCA

Jones Financial Companies’s Franklin California Municipal Income ETF FTCA Stock Holding History

Jones Financial Companies’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
Q1 		$871K Buy
120,194
+21,975
+22% +$162K ﹤0.01% 1776
2025
Q4 		$719K Buy
+98,219
New +$721K ﹤0.01% 1359

Other funds holding FTCA

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies's FTCA Position: Q1 2026 in Review

Jones Financial Companies increased its Franklin California Municipal Income ETF (FTCA) stake by 22% in Q1 2026, buying an estimated $162K and bringing the position to 120,194 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Jones Financial Companies first reported a position in FTCA in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold FTCA as of Q1 2026.

  • Jones Financial Companies held 120,194 shares of Franklin California Municipal Income ETF worth $871K as of Q1 2026.
  • Jones Financial Companies bought 21,975 Franklin California Municipal Income ETF shares in Q1 2026, an estimated $162K.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1776 holding.
  • Jones Financial Companies first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.