FR Short-Term Muni Inc ETF (FTMS)

CUSIP: 746729730 | NYSE | 55 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Wealth Enhancement Advisory Services, LLC7,174,509

0.1% of portfolio$69.7M

Vise Technologies, Inc.1,907,329

0.2% of portfolio$18.6M

Iron Financial LLC449,257

1.8% of portfolio$4.4M

Commonwealth Equity Services, LLC439,567

0.0% of portfolio$4.3M

Investmark Advisory Group LLC221,555

0.7% of portfolio$2.2M

Concurrent Investment Advisors, LLC55,600

0.0% of portfolio$541.0K

Merit Financial Group, LLC46,642

0.0% of portfolio$453.8K

Occidental Asset Management, LLC41,000

0.0% of portfolio$398.9K

Balboa Wealth Partners38,004

0.0% of portfolio$369.8K

Formidable Asset Management, LLC36,286

0.1% of portfolio$360.9K

Uptick Partners, LLC30,706

0.0% of portfolio$298.8K

Creative Financial Designs Inc25,270

0.0% of portfolio$245.9K

GGM Financial LLC24,240

0.1% of portfolio$235.9K

Beam Wealth Advisors, Inc.23,580

0.0% of portfolio$229.4K

Clear Creek Financial Management, LLC20,000

0.0% of portfolio$194.6K

Patriot Financial Group Insurance Agency, LLC16,000

0.0% of portfolio$155.7K

Indivisible Partners15,283

0.0% of portfolio$148.7K

HUB Investment Partners, LLC13,093

0.0% of portfolio$127.4K

IFP Advisors, Inc1,171

0.0% of portfolio$11.4K

Farther Finance Advisors, LLC968

0.0% of portfolio$9.4K

				Style	Turnover	Location	Filed
Wealth Enhancement Advisory Services, LLC	7,174,509	$69.7M	0.1%	Core	Low	Plymouth, MN	2026-10-13
Vise Technologies, Inc.	1,907,329	$18.6M	0.2%	Index	Low	New York, NY	2026-10-29
Iron Financial LLC	449,257	$4.4M	1.8%	ETF	Low	Northbrook, IL	2026-10-23
Commonwealth Equity Services, LLC	439,567	$4.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Investmark Advisory Group LLC	221,555	$2.2M	0.7%	ETF	Very Low	Shelton, CT	2026-10-27
Concurrent Investment Advisors, LLC	55,600	$541.0K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Merit Financial Group, LLC	46,642	$453.8K	0.0%	ETF	Low	Alpharetta, GA	2026-11-06
Occidental Asset Management, LLC	41,000	$398.9K	0.0%	Growth	Low	Burlingame, CA	2026-11-05
Balboa Wealth Partners	38,004	$369.8K	0.0%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Formidable Asset Management, LLC	36,286	$360.9K	0.1%	Core	Low	Cincinnati, OH	2026-11-03
Uptick Partners, LLC	30,706	$298.8K	0.0%	ETF	Low	Nacogdoches, TX	2026-11-04
Creative Financial Designs Inc	25,270	$245.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
GGM Financial LLC	24,240	$235.9K	0.1%	ETF	Medium	Columbus, OH	2026-11-05
Beam Wealth Advisors, Inc.	23,580	$229.4K	0.0%	ETF	Medium	Covington, LA	2026-11-03
Clear Creek Financial Management, LLC	20,000	$194.6K	0.0%	ETF	Medium	Silverdale, WA	2026-10-28
Patriot Financial Group Insurance Agency, LLC	16,000	$155.7K	0.0%	Growth	Low	Walpole, MA	2026-10-14
Indivisible Partners	15,283	$148.7K	0.0%	Growth	Medium	Clearwater, FL	2026-10-26
HUB Investment Partners, LLC	13,093	$127.4K	0.0%	Growth	Low	Austin, TX	2026-11-03
IFP Advisors, Inc	1,171	$11.4K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Farther Finance Advisors, LLC	968	$9.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08