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

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

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

CCT

Chemung Canal Trust Elmira, New York $541M AUM 32.42% 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

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 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 $44.6B AUM 28.94% 1-Year Est. Return

Level Financial Advisors's FTNY Position: Q2 2026 in Review

Level Financial Advisors held its Franklin New York Municipal Income ETF (FTNY) position steady in Q2 2026 at 15,162 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #95.

Level Financial Advisors first reported a position in FTNY in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

Level Financial Advisors held 15,162 shares of Franklin New York Municipal Income ETF worth $121K as of Q2 2026.
Level Financial Advisors left its Franklin New York Municipal Income ETF share count unchanged in Q2 2026.
Franklin New York Municipal Income ETF made up 0.03% of Level Financial Advisors's portfolio in Q2 2026, its #95 holding.
Level Financial Advisors first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
67 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.