LFA
FTNY

Level Financial Advisors’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Level Financial Advisors’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 		$121K Hold
15,162
– – 0.03% 95
2026
Q1 		$118K Hold
15,162
– – 0.03% 92
2025
Q4 		$119K Buy
+15,162
New +$119K 0.03% 95

Other funds holding FTNY

CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return