SPIA
FTNY

Steward Partners Investment Advisory’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Steward Partners Investment Advisory’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 		$167K Buy
21,444
+2,500
+13% +$19.7K ﹤0.01% 2102
2025
Q4 		$149K Buy
+18,944
New +$149K ﹤0.01% 2090

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 $445B AUM 25.58% 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 $1.34B AUM 16.05% 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 $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's FTNY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Franklin New York Municipal Income ETF (FTNY) stake by 13% in Q1 2026, buying an estimated $19.7K and bringing the position to 21,444 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Steward Partners Investment Advisory first reported a position in FTNY in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold FTNY as of Q1 2026.

  • Steward Partners Investment Advisory held 21,444 shares of Franklin New York Municipal Income ETF worth $167K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,500 Franklin New York Municipal Income ETF shares in Q1 2026, an estimated $19.7K.
  • Franklin New York Municipal Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2102 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin New York Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Franklin New York Municipal Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.