PWM
FTNY

Palumbo Wealth Management’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Palumbo Wealth Management’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
Q1 		$79K Sell
10,123
-1,074
-10% -$8.48K 0.02% 221
2025
Q4 		$87.8K Buy
+11,197
New +$88.1K 0.02% 217

Other funds holding FTNY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Palumbo Wealth Management's FTNY Position: Q1 2026 in Review

Palumbo Wealth Management reduced its Franklin New York Municipal Income ETF (FTNY) stake by 9.6% in Q1 2026, selling an estimated $8.48K and leaving 10,123 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #221.

Palumbo Wealth Management first reported a position in FTNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $87.8K in Q4 2025. 63 funds tracked by Wall St. Rank hold FTNY as of Q1 2026.

  • Palumbo Wealth Management held 10,123 shares of Franklin New York Municipal Income ETF worth $79K as of Q1 2026.
  • Palumbo Wealth Management sold 1,074 Franklin New York Municipal Income ETF shares in Q1 2026, an estimated $8.48K.
  • Franklin New York Municipal Income ETF made up 0.02% of Palumbo Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Palumbo Wealth Management first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Palumbo Wealth Management's Franklin New York Municipal Income ETF position peaked at $87.8K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.