SGFG
FTNY

Silver Grove Financial Group’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Silver Grove Financial 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
Q2 		$87.7K Buy
10,998
+999
+10% +$7.89K 0.05% 274
2026
Q1 		$78K Hold
9,999
– – 0.06% 150
2025
Q4 		$78.4K Buy
+9,999
New +$78.7K 0.07% 119

Other funds holding FTNY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 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
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Silver Grove Financial Group's FTNY Position: Q2 2026 in Review

Silver Grove Financial Group increased its Franklin New York Municipal Income ETF (FTNY) stake by 10% in Q2 2026, buying an estimated $7.89K and bringing the position to 10,998 shares worth $87.7K. The position accounts for 0.05% of the portfolio, ranked #274.

Silver Grove Financial Group first reported a position in FTNY in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold FTNY as of Q2 2026.

  • Silver Grove Financial Group held 10,998 shares of Franklin New York Municipal Income ETF worth $87.7K as of Q2 2026.
  • Silver Grove Financial Group bought 999 Franklin New York Municipal Income ETF shares in Q2 2026, an estimated $7.89K.
  • Franklin New York Municipal Income ETF made up 0.05% of Silver Grove Financial Group's portfolio in Q2 2026, its #274 holding.
  • Silver Grove Financial Group first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.