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 Q2	$3.9M	Buy	489,248 +58,944	+14%	+$465K	﹤0.01%	3032
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 New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's FTNY Position: Q2 2026 in Review

LPL Financial increased its Franklin New York Municipal Income ETF (FTNY) stake by 14% in Q2 2026, buying an estimated $465K and bringing the position to 489,248 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

LPL Financial 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.

LPL Financial held 489,248 shares of Franklin New York Municipal Income ETF worth $3.9M as of Q2 2026.
LPL Financial bought 58,944 Franklin New York Municipal Income ETF shares in Q2 2026, an estimated $465K.
Franklin New York Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3032 holding.
LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.