FR Ohio Muni Inc ETF (FTOH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares233,575 from 226,482

Change+7,093 (+3%)

Value$1.8M (-$82.2K)

Filed 2026-11-06

Park Edge Advisors, LLC

INCREASED

Shares48,094 from 47,616

Change+478 (+1%)

Value$378.5K (-$25.3K)

Filed 2026-10-28

Schear Investment Advisers, LLC

NEW

Shares43,514

Change+43,514

Value$342.5K

Filed 2026-10-14

Tempo Wealth, LLC

NEW

Shares43,514

Change+43,514

Value$342.5K

Filed 2026-10-14

Apollon Wealth Management, LLC

NEW

Shares38,363

Change+38,363

Value$301.9K

Filed 2026-10-23

Huntington National Bank

UNCHANGED

Shares33,046 from 33,046

Change0 (0%)

Value$260.1K (-$20.1K)

Filed 2026-11-10

Commonwealth Equity Services, LLC

INCREASED

Shares27,563 from 27,433

Change+130 (+0%)

Value$216.9K (-$15.7K)

Filed 2026-11-02

MGO One Seven LLC

INCREASED

Shares27,347 from 20,213

Change+7,134 (+35%)

Value$215.2K (+$43.8K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares23,747 from 467

Change+23,280 (+4985%)

Value$186.9K (+$182.9K)

Filed 2026-11-06

Formidable Asset Management, LLC

UNCHANGED

Shares21,826 from 21,826

Change0 (0%)

Value$185.1K (+$3.5K)

Filed 2026-11-03

Daymark Wealth Partners, LLC

INCREASED

Shares19,597 from 18,597

Change+1,000 (+5%)

Value$154.2K (-$3.5K)

Filed 2026-11-04

Modera Wealth Management, LLC

NEW

Shares18,995

Change+18,995

Value$149.5K

Filed 2026-10-28

Kestra Advisory Services, LLC

NEW

Shares15,000

Change+15,000

Value$118.1K

Filed 2026-11-02

OpenArc Corporate Advisory, LLC

UNCHANGED

Shares12,475 from 12,475

Change0 (0%)

Value$98.2K (-$7.6K)

Filed 2026-10-21

Lanark Financial, Inc.

NEW

Shares12,000

Change+12,000

Value$94.4K

Filed 2026-10-26

Pines Wealth Management, LLC

UNCHANGED

Shares11,310 from 11,310

Change0 (0%)

Value$89.0K (-$6.9K)

Filed 2026-10-21

Concurrent Investment Advisors, LLC

NEW

Shares11,293

Change+11,293

Value$88.9K

Filed 2026-10-16

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares2,502 from 2,502

Change0 (0%)

Value$20 (-$1)

Filed 2026-11-04

CoreCap Advisors, LLC

INCREASED

Shares2,134 from 2,114

Change+20 (+1%)

Value$16.8K (-$1.1K)

Filed 2026-10-08

UBS Group AG

NEW

Shares990

Change+990

Value$7.8K

Filed 2026-11-10

True Wealth Design, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$48 (-$4)

Filed 2026-10-13

Raymond James Financial Inc

N/A

Shares— from 1,237,305

Change-1,237,305 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 179,909

Change-179,909 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 176,832

Change-176,832 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 97,500

Change-97,500 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 65,186

Change-65,186 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 61,530

Change-61,530 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,866

Change-22,866 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 22,622

Change-22,622 (-100%)

Value—

Hamrick Investment Counsel, llc

N/A

Shares— from 16,450

Change-16,450 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 14,214

Change-14,214 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 10,959

Change-10,959 (-100%)

Value—

Kapstone Financial Advisors LLC

N/A

Shares— from 10,108

Change-10,108 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Bank of the Bluegrass & Trust Co.

N/A

Shares— from 5,900

Change-5,900 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,922

Change-2,922 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 543

Change-543 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	233,575	226,482	+7,093	+3%	$1.9M	$1.8M	-$82.2K	2026-11-06
Park Edge Advisors, LLC	INCREASED	48,094	47,616	+478	+1%	$403.7K	$378.5K	-$25.3K	2026-10-28
Schear Investment Advisers, LLC	NEW	43,514	—	+43,514	—	—	$342.5K	—	2026-10-14
Tempo Wealth, LLC	NEW	43,514	—	+43,514	—	—	$342.5K	—	2026-10-14
Apollon Wealth Management, LLC	NEW	38,363	—	+38,363	—	—	$301.9K	—	2026-10-23
Huntington National Bank	UNCHANGED	33,046	33,046	0	0%	$280.2K	$260.1K	-$20.1K	2026-11-10
Commonwealth Equity Services, LLC	INCREASED	27,563	27,433	+130	+0%	$232.6K	$216.9K	-$15.7K	2026-11-02
MGO One Seven LLC	INCREASED	27,347	20,213	+7,134	+35%	$171.4K	$215.2K	+$43.8K	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	23,747	467	+23,280	+4985%	$4.0K	$186.9K	+$182.9K	2026-11-06
Formidable Asset Management, LLC	UNCHANGED	21,826	21,826	0	0%	$181.6K	$185.1K	+$3.5K	2026-11-03
Daymark Wealth Partners, LLC	INCREASED	19,597	18,597	+1,000	+5%	$157.7K	$154.2K	-$3.5K	2026-11-04
Modera Wealth Management, LLC	NEW	18,995	—	+18,995	—	—	$149.5K	—	2026-10-28
Kestra Advisory Services, LLC	NEW	15,000	—	+15,000	—	—	$118.1K	—	2026-11-02
OpenArc Corporate Advisory, LLC	UNCHANGED	12,475	12,475	0	0%	$105.8K	$98.2K	-$7.6K	2026-10-21
Lanark Financial, Inc.	NEW	12,000	—	+12,000	—	—	$94.4K	—	2026-10-26
Pines Wealth Management, LLC	UNCHANGED	11,310	11,310	0	0%	$95.9K	$89.0K	-$6.9K	2026-10-21
Concurrent Investment Advisors, LLC	NEW	11,293	—	+11,293	—	—	$88.9K	—	2026-10-16
Hazlett, Burt & Watson, Inc.	UNCHANGED	2,502	2,502	0	0%	$21	$20	-$1	2026-11-04
CoreCap Advisors, LLC	INCREASED	2,134	2,114	+20	+1%	$17.9K	$16.8K	-$1.1K	2026-10-08
UBS Group AG	NEW	990	—	+990	—	—	$7.8K	—	2026-11-10
True Wealth Design, LLC	UNCHANGED	6	6	0	0%	$52	$48	-$4	2026-10-13
Raymond James Financial Inc	N/A	—	1,237,305	-1,237,305	-100%	$10.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	179,909	-179,909	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	176,832	-176,832	-100%	$1.5M	—	—	—
Cerity Partners LLC	N/A	—	97,500	-97,500	-100%	$826.7K	—	—	—
Bank of America Corp	N/A	—	65,186	-65,186	-100%	$552.7K	—	—	—
Elequin Capital, LP	N/A	—	61,530	-61,530	-100%	$521.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	22,866	-22,866	-100%	$193.9K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	22,622	-22,622	-100%	$191.8K	—	—	—
Hamrick Investment Counsel, llc	N/A	—	16,450	-16,450	-100%	$139.5K	—	—	—
Royal Bank of Canada	N/A	—	14,214	-14,214	-100%	$121.0K	—	—	—
Waverly Advisors, LLC	N/A	—	10,959	-10,959	-100%	$92.9K	—	—	—
Kapstone Financial Advisors LLC	N/A	—	10,108	-10,108	-100%	$85.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	10,000	-10,000	-100%	$84.8K	—	—	—
Bank of the Bluegrass & Trust Co.	N/A	—	5,900	-5,900	-100%	$46.4K	—	—	—
Wells Fargo & Company	N/A	—	2,922	-2,922	-100%	$24.8K	—	—	—
Morgan Stanley	N/A	—	543	-543	-100%	$4.6K	—	—	—

Showing 37 of 37 institutions