TIM
FTNY

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
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
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 $377B AUM 19.32% 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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Tortoise Investment Management's FTNY Position: Q1 2026 in Review

Tortoise Investment Management increased its Franklin New York Municipal Income ETF (FTNY) stake by 905% in Q1 2026, buying an estimated $1.98M and bringing the position to 278,905 shares worth $2.18M. The position accounts for 0.18% of the portfolio, ranked #94.

Tortoise Investment Management 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.

  • Tortoise Investment Management held 278,905 shares of Franklin New York Municipal Income ETF worth $2.18M as of Q1 2026.
  • Tortoise Investment Management bought 251,148 Franklin New York Municipal Income ETF shares in Q1 2026, an estimated $1.98M.
  • Franklin New York Municipal Income ETF made up 0.18% of Tortoise Investment Management's portfolio in Q1 2026, its #94 holding.
  • Tortoise Investment Management 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 Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.