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
2025 Q4	$71.9K	Buy	+9,169	New	+$72.2K	﹤0.01%	939

Other funds holding FTNY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's FTNY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Franklin New York Municipal Income ETF (FTNY) in Q4 2025: 9,169 shares worth $71.9K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

54 funds tracked by Wall St. Rank hold FTNY as of Q4 2025.

SageView Advisory Group held 9,169 shares of Franklin New York Municipal Income ETF worth $71.9K as of Q4 2025.
Franklin New York Municipal Income ETF was a new SageView Advisory Group position in Q4 2025.
Franklin New York Municipal Income ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #939 holding.
54 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.