Osaic Holdings
FTCA

Osaic Holdings’s Franklin California Municipal Income ETF FTCA Stock Holding History

Osaic Holdings’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 		$997K Buy
134,374
+25,396
+23% +$187K ﹤0.01% 2997
2026
Q1 		$793K Buy
108,978
+4,772
+5% +$35.1K ﹤0.01% 2920
2025
Q4 		$763K Buy
+104,206
New +$765K ﹤0.01% 2943

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Bank of America
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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

Osaic Holdings's FTCA Position: Q2 2026 in Review

Osaic Holdings increased its Franklin California Municipal Income ETF (FTCA) stake by 23% in Q2 2026, buying an estimated $187K and bringing the position to 134,374 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Osaic Holdings first reported a position in FTCA in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FTCA as of Q2 2026.

  • Osaic Holdings held 134,374 shares of Franklin California Municipal Income ETF worth $997K as of Q2 2026.
  • Osaic Holdings bought 25,396 Franklin California Municipal Income ETF shares in Q2 2026, an estimated $187K.
  • Franklin California Municipal Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2997 holding.
  • Osaic Holdings first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.