Kestra Advisory Services’s Franklin California Municipal Income ETF FTCA Stock Holding History

Kestra Advisory Services’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	$457K	Buy	61,532 +4,168	+7%	+$30.6K	﹤0.01%	2409
2026 Q1	$418K	Buy	57,364 +29,140	+103%	+$215K	﹤0.01%	2362
2025 Q4	$207K	Buy	+28,224	New	+$207K	﹤0.01%	2860

Other funds holding FTCA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Advisory Services's FTCA Position: Q2 2026 in Review

Kestra Advisory Services increased its Franklin California Municipal Income ETF (FTCA) stake by 7.3% in Q2 2026, buying an estimated $30.6K and bringing the position to 61,532 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Kestra Advisory Services first reported a position in FTCA in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

Kestra Advisory Services held 61,532 shares of Franklin California Municipal Income ETF worth $457K as of Q2 2026.
Kestra Advisory Services bought 4,168 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $30.6K.
Franklin California Municipal Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2409 holding.
Kestra Advisory Services first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.