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
Q2 		$1.66M Buy
223,360
+103,166
+86% +$759K ﹤0.01% 1656
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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Jones Financial Companies's FTCA Position: Q2 2026 in Review

Jones Financial Companies increased its Franklin California Municipal Income ETF (FTCA) stake by 86% in Q2 2026, buying an estimated $759K and bringing the position to 223,360 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Jones Financial Companies first reported a position in FTCA in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Jones Financial Companies held 223,360 shares of Franklin California Municipal Income ETF worth $1.66M as of Q2 2026.
  • Jones Financial Companies bought 103,166 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $759K.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1656 holding.
  • Jones Financial Companies first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.