Sierra Ocean’s Franklin California Municipal Income ETF FTCA Stock Holding History

Sierra Ocean’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	$2.59M	Buy	+378,367	New	+$2.73M	1.6%	15

Other funds holding FTCA

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

McCarter Private Wealth Services Boston, Massachusetts $295M AUM 25.21% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Sierra Ocean's FTCA Position: Q3 2026 in Review

Sierra Ocean opened a new position in Franklin California Municipal Income ETF (FTCA) in Q3 2026: 378,367 shares worth $2.59M. The stake represents 1.6% of the portfolio and ranks #15 among its holdings.

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

Sierra Ocean held 378,367 shares of Franklin California Municipal Income ETF worth $2.59M as of Q3 2026.
Franklin California Municipal Income ETF was a new Sierra Ocean position in Q3 2026.
Franklin California Municipal Income ETF made up 1.6% of Sierra Ocean's portfolio in Q3 2026, its #15 holding.
46 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q3 2026.

Based on Sierra Ocean's 13F filing for Q3 2026, filed 3 Nov 2026.