Tortoise Investment Management’s Franklin New York Municipal Income ETF FTNY Stock Holding History

Tortoise Investment Management’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	$2.82M	Buy	354,245 +75,340	+27%	+$595K	0.21%	90
2026 Q1	$2.18M	Buy	278,905 +251,148	+905%	+$1.98M	0.18%	94
2025 Q4	$218K	Buy	+27,757	New	+$218K	0.02%	224

Other funds holding FTNY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tortoise Investment Management's FTNY Position: Q2 2026 in Review

Tortoise Investment Management increased its Franklin New York Municipal Income ETF (FTNY) stake by 27% in Q2 2026, buying an estimated $595K and bringing the position to 354,245 shares worth $2.82M. The position accounts for 0.21% of the portfolio, ranked #90.

Tortoise Investment Management 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.

Tortoise Investment Management held 354,245 shares of Franklin New York Municipal Income ETF worth $2.82M as of Q2 2026.
Tortoise Investment Management bought 75,340 Franklin New York Municipal Income ETF shares in Q2 2026, an estimated $595K.
Franklin New York Municipal Income ETF made up 0.21% of Tortoise Investment Management's portfolio in Q2 2026, its #90 holding.
Tortoise Investment Management 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 Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.