MPWS
FTCA

McCarter Private Wealth Services’s Franklin California Municipal Income ETF FTCA Stock Holding History

McCarter Private Wealth Services’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 		$704K Buy
+94,915
New +$698K 0.24% 92

Other funds holding FTCA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

McCarter Private Wealth Services's FTCA Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in Franklin California Municipal Income ETF (FTCA) in Q2 2026: 94,915 shares worth $704K. The stake represents 0.24% of the portfolio and ranks #92 among its holdings.

85 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • McCarter Private Wealth Services held 94,915 shares of Franklin California Municipal Income ETF worth $704K as of Q2 2026.
  • Franklin California Municipal Income ETF was a new McCarter Private Wealth Services position in Q2 2026.
  • Franklin California Municipal Income ETF made up 0.24% of McCarter Private Wealth Services's portfolio in Q2 2026, its #92 holding.
  • 85 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.