MSWA
FTNY

Marshall & Sterling Wealth Advisors’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$11.5K Buy
1,439
+14
+1% +$111 0.01% 234
2026
Q1 		$11.1K Buy
1,425
+8
+0.6% +$63 0.01% 231
2025
Q4 		$11.1K Buy
+1,417
New +$11.2K 0.01% 226

Other funds holding FTNY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FTNY Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Franklin New York Municipal Income ETF (FTNY) stake by 0.98% in Q2 2026, buying an estimated $111 and bringing the position to 1,439 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #234.

Marshall & Sterling Wealth Advisors first reported a position in FTNY in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,439 shares of Franklin New York Municipal Income ETF worth $11.5K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 14 Franklin New York Municipal Income ETF shares in Q2 2026, an estimated $111.
  • Franklin New York Municipal Income ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.