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FR New York Muni Inc ETF (FTNY)

CUSIP: 746729763 | NYSE | 86 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Institutional Holders — Q3 2026

LPL Financial LLC798,984
0.0% of portfolio›$5.9M
Chemung Canal Trust Co724,978
1.0% of portfolio›$5.3M
Tortoise Investment Management, LLC261,784
0.1% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.209,995
0.0% of portfolio›$1.5K
Hennion & Walsh Asset Management, Inc.192,982
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC187,268
0.0% of portfolio›$1.4M
Allworth Financial LP150,020
0.0% of portfolio›$1.2M
Citigroup Inc137,881
0.0% of portfolio›$1.0M
Commonwealth Equity Services, LLC114,349
0.0% of portfolio›$838.2K
Nestegg Advisors, Inc.92,334
0.4% of portfolio›$676.8K
Flynn Zito Capital Management, LLC80,262
0.2% of portfolio›$588.3K
Kestra Advisory Services, LLC73,721
0.0% of portfolio›$540.4K
AA Financial Advisors, LLC46,672
0.0% of portfolio›$342.1K
Mccarter Private Wealth Services LLC42,417
0.1% of portfolio›$310.9K
Oppenheimer & Co Inc38,312
0.0% of portfolio›$280.8K
SeaCrest Wealth Management, LLC35,091
0.0% of portfolio›$257.2K
Adirondack Trust Co33,828
0.1% of portfolio›$248.0K
Wealthcare Advisory Partners LLC32,578
0.0% of portfolio›$238.8K
Courier Capital LLC28,999
0.0% of portfolio›$212.6K
Tompkins Financial Corp28,681
0.0% of portfolio›$210.2K
Verity Asset Management, Inc.28,362
0.1% of portfolio›$207.9K
J.W. Cole Advisors, Inc.22,891
0.0% of portfolio›$167.8K
Coquina Private Wealth LLC17,499
0.1% of portfolio›$128.3K
Creative Planning14,994
0.0% of portfolio›$109.9K
Savant Capital, LLC14,228
0.0% of portfolio›$104.3K
Pinnacle Associates LTD11,109
0.0% of portfolio›$81.4K
Focused Alpha, LLC11,094
0.0% of portfolio›$81.3K
Integrity Alliance, Llc.10,612
0.0% of portfolio›$77.8K
Silver Grove Financial Group, Inc.10,562
0.0% of portfolio›$77.4K
Platform Technology Partners10,458
0.0% of portfolio›$76.7K
Greg Jennings, LLC10,127
0.1% of portfolio›$74.2K
PFS Partners, LLC6,046
0.0% of portfolio›$44.3K
Axiom Investment Management LLC3,505
0.0% of portfolio›$25.7K
First Horizon Corp1,917
0.0% of portfolio›$14.1K
Marshall & Sterling Wealth Advisors Inc.1,454
0.0% of portfolio›$10.7K
StyleTurnoverLocationFiled
LPL Financial LLC
798,984$5.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Chemung Canal Trust Co
724,978$5.3M1.0%CoreLowElmira, NY2026-11-04
Tortoise Investment Management, LLC
261,784$1.9M0.1%ETFLowWhite Plains, NY2026-11-06
Cambridge Investment Research Advisors, Inc.
209,995$1.5K0.0%ETFLowFairfield, IA2026-11-02
Hennion & Walsh Asset Management, Inc.
192,982$1.4M0.0%ValueMediumParsippany, NJ2026-10-13
Wealth Enhancement Advisory Services, LLC
187,268$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Allworth Financial LP
150,020$1.2M0.0%IndexLowFolsom, CA2026-11-06
Citigroup Inc
137,881$1.0M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth Equity Services, LLC
114,349$838.2K0.0%ETFLowWaltham, MA2026-11-02
Nestegg Advisors, Inc.
92,334$676.8K0.4%ETFLowHauppauge, NY2026-10-21
Flynn Zito Capital Management, LLC
80,262$588.3K0.2%ETFLowGarden City, NY2026-11-04
Kestra Advisory Services, LLC
73,721$540.4K0.0%CoreLowAustin, TX2026-11-02
AA Financial Advisors, LLC
46,672$342.1K0.0%ETFMediumColumbus, OH2026-10-19
Mccarter Private Wealth Services LLC
42,417$310.9K0.1%CoreLowBoston, MA2026-10-22
Oppenheimer & Co Inc
38,312$280.8K0.0%CoreLowNew York, NY2026-10-26
SeaCrest Wealth Management, LLC
35,091$257.2K0.0%GrowthLowPurchase, NY2026-10-21
Adirondack Trust Co
33,828$248.0K0.1%GrowthLowSaratoga Springs, NY2026-10-14
Wealthcare Advisory Partners LLC
32,578$238.8K0.0%ETFLowWest Chester, PA2026-10-21
Courier Capital LLC
28,999$212.6K0.0%ETFLowBuffalo, NY2026-10-19
Tompkins Financial Corp
28,681$210.2K0.0%CoreLowIthaca, NY2026-10-05
Verity Asset Management, Inc.
28,362$207.9K0.1%CoreMediumDurham, NC2026-10-30
J.W. Cole Advisors, Inc.
22,891$167.8K0.0%IndexLowTampa, FL2026-11-05
Coquina Private Wealth LLC
17,499$128.3K0.1%ETFVery LowPort Charlotte, FL2026-10-27
Creative Planning
14,994$109.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Savant Capital, LLC
14,228$104.3K0.0%IndexVery LowRockford, IL2026-11-06
Pinnacle Associates LTD
11,109$81.4K0.0%CoreLowNew York, NY2026-10-20
Focused Alpha, LLC
11,094$81.3K0.0%CoreMediumDenver, CO2026-10-20
Integrity Alliance, Llc.
10,612$77.8K0.0%ETFMediumUrbandale, IA2026-10-29
Silver Grove Financial Group, Inc.
10,562$77.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Platform Technology Partners
10,458$76.7K0.0%CoreVery LowLocust Valley, NY2026-11-02
Greg Jennings, LLC
10,127$74.2K0.1%GrowthN/ADewitt, NY2026-10-19
PFS Partners, LLC
6,046$44.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
Axiom Investment Management LLC
3,505$25.7K0.0%CoreN/ANew York, NY2026-11-03
First Horizon Corp
1,917$14.1K0.0%CoreLowMemphis, TN2026-10-26
Marshall & Sterling Wealth Advisors Inc.
1,454$10.7K0.0%ETFMediumPoughkeepsie, NY2026-10-28