LPL Financial
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LPL Financial’s First Trust New York Municipal High Income ETF FMNY Stock Holding History

LPL Financial’s Portfolio FMNY Stock Details FMNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Hold
9,912
– – ﹤0.01% 5290
2025
Q4 		$265K Buy
+9,912
New +$265K ﹤0.01% 5246

Other funds holding FMNY

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

LPL Financial's FMNY Position: Q1 2026 in Review

LPL Financial held its First Trust New York Municipal High Income ETF (FMNY) position steady in Q1 2026 at 9,912 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #5290.

LPL Financial first reported a position in FMNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $265K in Q4 2025. 21 funds tracked by Wall St. Rank hold FMNY as of Q1 2026.

  • LPL Financial held 9,912 shares of First Trust New York Municipal High Income ETF worth $262K as of Q1 2026.
  • LPL Financial left its First Trust New York Municipal High Income ETF share count unchanged in Q1 2026.
  • First Trust New York Municipal High Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5290 holding.
  • LPL Financial first reported a position in First Trust New York Municipal High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's First Trust New York Municipal High Income ETF position peaked at $265K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held First Trust New York Municipal High Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.