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NorthCrest Asset Manangement’s Franklin California Municipal Income ETF FTCA Stock Holding History

NorthCrest Asset Manangement’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
Q3 		$240K Buy
+35,280
New +$254K 0.01% 897

Other funds holding FTCA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

NorthCrest Asset Manangement's FTCA Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in Franklin California Municipal Income ETF (FTCA) in Q3 2026: 35,280 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #897 among its holdings.

12 funds tracked by Wall St. Rank hold FTCA as of Q3 2026.

  • NorthCrest Asset Manangement held 35,280 shares of Franklin California Municipal Income ETF worth $240K as of Q3 2026.
  • Franklin California Municipal Income ETF was a new NorthCrest Asset Manangement position in Q3 2026.
  • Franklin California Municipal Income ETF made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #897 holding.
  • 12 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.