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
Q2 		$905K Buy
33,642
+23,730
+239% +$634K ﹤0.01% 4509
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's FMNY Position: Q2 2026 in Review

LPL Financial increased its First Trust New York Municipal High Income ETF (FMNY) stake by 239% in Q2 2026, buying an estimated $634K and bringing the position to 33,642 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #4509.

LPL Financial first reported a position in FMNY in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold FMNY as of Q2 2026.

  • LPL Financial held 33,642 shares of First Trust New York Municipal High Income ETF worth $905K as of Q2 2026.
  • LPL Financial bought 23,730 First Trust New York Municipal High Income ETF shares in Q2 2026, an estimated $634K.
  • First Trust New York Municipal High Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4509 holding.
  • LPL Financial first reported a position in First Trust New York Municipal High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held First Trust New York Municipal High Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.