LPL Financial
FTCA

LPL Financial’s Franklin California Municipal Income ETF FTCA Stock Holding History

LPL Financial’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 		$12.4M Buy
1,664,819
+206,280
+14% +$1.52M ﹤0.01% 1946
2026
Q1 		$10.6M Buy
1,458,539
+482,499
+49% +$3.55M ﹤0.01% 1946
2025
Q4 		$7.14M Buy
+976,040
New +$7.17M ﹤0.01% 2233

Other funds holding FTCA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

LPL Financial's FTCA Position: Q2 2026 in Review

LPL Financial increased its Franklin California Municipal Income ETF (FTCA) stake by 14% in Q2 2026, buying an estimated $1.52M and bringing the position to 1,664,819 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

LPL Financial 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.

  • LPL Financial held 1,664,819 shares of Franklin California Municipal Income ETF worth $12.4M as of Q2 2026.
  • LPL Financial bought 206,280 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $1.52M.
  • Franklin California Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1946 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.