TWM
FTCA

TCFG Wealth Management’s Franklin California Municipal Income ETF FTCA Stock Holding History

TCFG Wealth Management’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
Q1 		$674K Buy
92,545
+27,810
+43% +$205K 0.25% 97
2025
Q4 		$474K Buy
+64,735
New +$475K 0.19% 136

Other funds holding FTCA

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCFG Wealth Management's FTCA Position: Q1 2026 in Review

TCFG Wealth Management increased its Franklin California Municipal Income ETF (FTCA) stake by 43% in Q1 2026, buying an estimated $205K and bringing the position to 92,545 shares worth $674K. The position accounts for 0.25% of the portfolio, ranked #97.

TCFG Wealth Management first reported a position in FTCA in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold FTCA as of Q1 2026.

  • TCFG Wealth Management held 92,545 shares of Franklin California Municipal Income ETF worth $674K as of Q1 2026.
  • TCFG Wealth Management bought 27,810 Franklin California Municipal Income ETF shares in Q1 2026, an estimated $205K.
  • Franklin California Municipal Income ETF made up 0.25% of TCFG Wealth Management's portfolio in Q1 2026, its #97 holding.
  • TCFG Wealth Management first reported a position in Franklin California Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Franklin California Municipal Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.