SAG
FTNY

SageView Advisory Group’s Franklin New York Municipal Income ETF FTNY Stock Holding History

SageView Advisory Group’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 		– Sell
-9,169
Closed -$71.9K – 2610
2025
Q4 		$71.9K Buy
+9,169
New +$72.2K ﹤0.01% 939

Other funds holding FTNY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's FTNY Position: Q1 2026 in Review

SageView Advisory Group sold out of Franklin New York Municipal Income ETF (FTNY) in Q1 2026, closing a stake of 9,169 shares — an estimated $71.9K sold.

SageView Advisory Group first reported a position in FTNY in Q4 2025 and held it in 1 quarter. The position peaked at $71.9K in Q4 2025. 63 funds tracked by Wall St. Rank hold FTNY as of Q1 2026.

  • SageView Advisory Group reported no remaining Franklin New York Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 9,169 Franklin New York Municipal Income ETF shares in Q1 2026, an estimated $71.9K.
  • SageView Advisory Group first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Franklin New York Municipal Income ETF position peaked at $71.9K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.