LPL Financial
FTNY

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

LPL Financial’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
Q1 		$3.36M Buy
430,304
+54,606
+15% +$431K ﹤0.01% 3002
2025
Q4 		$2.95M Buy
+375,698
New +$2.96M ﹤0.01% 3037

Other funds holding FTNY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial's FTNY Position: Q1 2026 in Review

LPL Financial increased its Franklin New York Municipal Income ETF (FTNY) stake by 15% in Q1 2026, buying an estimated $431K and bringing the position to 430,304 shares worth $3.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3002.

LPL Financial first reported a position in FTNY in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold FTNY as of Q1 2026.

  • LPL Financial held 430,304 shares of Franklin New York Municipal Income ETF worth $3.36M as of Q1 2026.
  • LPL Financial bought 54,606 Franklin New York Municipal Income ETF shares in Q1 2026, an estimated $431K.
  • Franklin New York Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3002 holding.
  • LPL Financial first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q1 2026.

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