FR New York Muni Inc ETF (FTNY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares798,984 from 489,248

Change+309,736 (+63%)

Value$5.9M (+$2.0M)

Filed 2026-11-06

Chemung Canal Trust Co

INCREASED

Shares724,978 from 480,221

Change+244,757 (+51%)

Value$5.3M (+$1.5M)

Filed 2026-11-04

Tortoise Investment Management, LLC

DECREASED

Shares261,784 from 354,245

Change-92,461 (-26%)

Value$1.9M (-$904.5K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares209,995 from 203,508

Change+6,487 (+3%)

Value$1.5K (-$1.6M)

Filed 2026-11-02

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares192,982 from 156,507

Change+36,475 (+23%)

Value$1.4M (+$167.2K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

NEW

Shares187,268

Change+187,268

Value$1.4M

Filed 2026-10-13

Allworth Financial LP

NEW

Shares150,020

Change+150,020

Value$1.2M

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares137,881 from 118,981

Change+18,900 (+16%)

Value$1.0M (+$62.4K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares114,349 from 126,491

Change-12,142 (-10%)

Value$838.2K (-$170.0K)

Filed 2026-11-02

Nestegg Advisors, Inc.

NEW

Shares92,334

Change+92,334

Value$676.8K

Filed 2026-10-21

Flynn Zito Capital Management, LLC

INCREASED

Shares80,262 from 21,977

Change+58,285 (+265%)

Value$588.3K (+$413.2K)

Filed 2026-11-04

Kestra Advisory Services, LLC

INCREASED

Shares73,721 from 68,142

Change+5,579 (+8%)

Value$540.4K (-$2.7K)

Filed 2026-11-02

AA Financial Advisors, LLC

UNCHANGED

Shares46,672 from 46,672

Change0 (0%)

Value$342.1K (-$29.9K)

Filed 2026-10-19

Mccarter Private Wealth Services LLC

UNCHANGED

Shares42,417 from 42,417

Change0 (0%)

Value$310.9K (-$27.1K)

Filed 2026-10-22

Oppenheimer & Co Inc

UNCHANGED

Shares38,312 from 38,312

Change0 (0%)

Value$280.8K (-$24.5K)

Filed 2026-10-26

SeaCrest Wealth Management, LLC

INCREASED

Shares35,091 from 35,027

Change+64 (+0%)

Value$257.2K (-$21.9K)

Filed 2026-10-21

Adirondack Trust Co

INCREASED

Shares33,828 from 29,772

Change+4,056 (+14%)

Value$248.0K (+$10.7K)

Filed 2026-10-14

Wealthcare Advisory Partners LLC

INCREASED

Shares32,578 from 16,140

Change+16,438 (+102%)

Value$238.8K (+$110.2K)

Filed 2026-10-21

Courier Capital LLC

INCREASED

Shares28,999 from 28,871

Change+128 (+0%)

Value$212.6K (-$17.5K)

Filed 2026-10-19

Tompkins Financial Corp

UNCHANGED

Shares28,681 from 28,681

Change0 (0%)

Value$210.2K (-$18.4K)

Filed 2026-10-05

Verity Asset Management, Inc.

INCREASED

Shares28,362 from 28,170

Change+192 (+1%)

Value$207.9K (-$16.6K)

Filed 2026-10-30

J.W. Cole Advisors, Inc.

INCREASED

Shares22,891 from 22,656

Change+235 (+1%)

Value$167.8K (-$12.8K)

Filed 2026-11-05

Coquina Private Wealth LLC

DECREASED

Shares17,499 from 24,179

Change-6,680 (-28%)

Value$128.3K (-$64.4K)

Filed 2026-10-27

Creative Planning

DECREASED

Shares14,994 from 15,310

Change-316 (-2%)

Value$109.9K (-$12.1K)

Filed 2026-11-02

Savant Capital, LLC

NEW

Shares14,228

Change+14,228

Value$104.3K

Filed 2026-11-06

Pinnacle Associates LTD

UNCHANGED

Shares11,109 from 11,109

Change0 (0%)

Value$81.4K (-$7.1K)

Filed 2026-10-20

Focused Alpha, LLC

INCREASED

Shares11,094 from 10,811

Change+283 (+3%)

Value$81.3K (-$4.8K)

Filed 2026-10-20

Integrity Alliance, Llc.

UNCHANGED

Shares10,612 from 10,612

Change0 (0%)

Value$77.8K (-$6.8K)

Filed 2026-10-29

Silver Grove Financial Group, Inc.

DECREASED

Shares10,562 from 10,998

Change-436 (-4%)

Value$77.4K (-$10.2K)

Filed 2026-11-05

Platform Technology Partners

UNCHANGED

Shares10,458 from 10,458

Change0 (0%)

Value$76.7K (-$6.7K)

Filed 2026-11-02

Greg Jennings, LLC

NEW

Shares10,127

Change+10,127

Value$74.2K

Filed 2026-10-19

PFS Partners, LLC

UNCHANGED

Shares6,046 from 6,046

Change0 (0%)

Value$44.3K (-$3.9K)

Filed 2026-10-21

Axiom Investment Management LLC

UNCHANGED

Shares3,505 from 3,505

Change0 (0%)

Value$25.7K (-$2.2K)

Filed 2026-11-03

First Horizon Corp

UNCHANGED

Shares1,917 from 1,917

Change0 (0%)

Value$14.1K (-$1.2K)

Filed 2026-10-26

Marshall & Sterling Wealth Advisors Inc.

INCREASED

Shares1,454 from 1,439

Change+15 (+1%)

Value$10.7K (-$811)

Filed 2026-10-28

Level Financial Advisors

CLOSED

Shares0 from 15,162

Change-15,162 (-100%)

Value$0 (-$120.8K)

Filed 2026-10-13

OMC Financial Services LTD

CLOSED

Shares0 from 10,127

Change-10,127 (-100%)

Value$0 (-$80.7K)

Filed 2026-10-19

Morgan Stanley

N/A

Shares— from 1,041,783

Change-1,041,783 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 415,381

Change-415,381 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 386,797

Change-386,797 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 301,811

Change-301,811 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 272,535

Change-272,535 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 237,484

Change-237,484 (-100%)

Value—

UBS Group AG

N/A

Shares— from 160,743

Change-160,743 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 151,102

Change-151,102 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 130,125

Change-130,125 (-100%)

Value—

Family Manage LLC

N/A

Shares— from 125,313

Change-125,313 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 106,982

Change-106,982 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 89,551

Change-89,551 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 51,303

Change-51,303 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 46,280

Change-46,280 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 38,659

Change-38,659 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 33,000

Change-33,000 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 28,006

Change-28,006 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 27,918

Change-27,918 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 26,276

Change-26,276 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 25,989

Change-25,989 (-100%)

Value—

Boston Family Office LLC

N/A

Shares— from 24,733

Change-24,733 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 24,537

Change-24,537 (-100%)

Value—

Boston Partners

N/A

Shares— from 22,815

Change-22,815 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 21,922

Change-21,922 (-100%)

Value—

Mayport, LLC

N/A

Shares— from 20,810

Change-20,810 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 19,824

Change-19,824 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 18,944

Change-18,944 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 18,280

Change-18,280 (-100%)

Value—

FMR LLC

N/A

Shares— from 18,118

Change-18,118 (-100%)

Value—

Howe & Rusling Inc

N/A

Shares— from 17,106

Change-17,106 (-100%)

Value—

Painted Porch Advisors LLC

N/A

Shares— from 16,541

Change-16,541 (-100%)

Value—

Vectors Research Management, LLC

N/A

Shares— from 12,230

Change-12,230 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 10,085

Change-10,085 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,648

Change-3,648 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,501

Change-1,501 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,463

Change-1,463 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	798,984	489,248	+309,736	+63%	$3.9M	$5.9M	+$2.0M	2026-11-06
Chemung Canal Trust Co	INCREASED	724,978	480,221	+244,757	+51%	$3.8M	$5.3M	+$1.5M	2026-11-04
Tortoise Investment Management, LLC	DECREASED	261,784	354,245	-92,461	-26%	$2.8M	$1.9M	-$904.5K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	209,995	203,508	+6,487	+3%	$1.6M	$1.5K	-$1.6M	2026-11-02
Hennion & Walsh Asset Management, Inc.	INCREASED	192,982	156,507	+36,475	+23%	$1.2M	$1.4M	+$167.2K	2026-10-13
Wealth Enhancement Advisory Services, LLC	NEW	187,268	—	+187,268	—	—	$1.4M	—	2026-10-13
Allworth Financial LP	NEW	150,020	—	+150,020	—	—	$1.2M	—	2026-11-06
Citigroup Inc	INCREASED	137,881	118,981	+18,900	+16%	$948.3K	$1.0M	+$62.4K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	114,349	126,491	-12,142	-10%	$1.0M	$838.2K	-$170.0K	2026-11-02
Nestegg Advisors, Inc.	NEW	92,334	—	+92,334	—	—	$676.8K	—	2026-10-21
Flynn Zito Capital Management, LLC	INCREASED	80,262	21,977	+58,285	+265%	$175.2K	$588.3K	+$413.2K	2026-11-04
Kestra Advisory Services, LLC	INCREASED	73,721	68,142	+5,579	+8%	$543.1K	$540.4K	-$2.7K	2026-11-02
AA Financial Advisors, LLC	UNCHANGED	46,672	46,672	0	0%	$372.0K	$342.1K	-$29.9K	2026-10-19
Mccarter Private Wealth Services LLC	UNCHANGED	42,417	42,417	0	0%	$338.1K	$310.9K	-$27.1K	2026-10-22
Oppenheimer & Co Inc	UNCHANGED	38,312	38,312	0	0%	$305.3K	$280.8K	-$24.5K	2026-10-26
SeaCrest Wealth Management, LLC	INCREASED	35,091	35,027	+64	+0%	$279.2K	$257.2K	-$21.9K	2026-10-21
Adirondack Trust Co	INCREASED	33,828	29,772	+4,056	+14%	$237.3K	$248.0K	+$10.7K	2026-10-14
Wealthcare Advisory Partners LLC	INCREASED	32,578	16,140	+16,438	+102%	$128.6K	$238.8K	+$110.2K	2026-10-21
Courier Capital LLC	INCREASED	28,999	28,871	+128	+0%	$230.1K	$212.6K	-$17.5K	2026-10-19
Tompkins Financial Corp	UNCHANGED	28,681	28,681	0	0%	$228.6K	$210.2K	-$18.4K	2026-10-05
Verity Asset Management, Inc.	INCREASED	28,362	28,170	+192	+1%	$224.5K	$207.9K	-$16.6K	2026-10-30
J.W. Cole Advisors, Inc.	INCREASED	22,891	22,656	+235	+1%	$180.6K	$167.8K	-$12.8K	2026-11-05
Coquina Private Wealth LLC	DECREASED	17,499	24,179	-6,680	-28%	$192.7K	$128.3K	-$64.4K	2026-10-27
Creative Planning	DECREASED	14,994	15,310	-316	-2%	$122.0K	$109.9K	-$12.1K	2026-11-02
Savant Capital, LLC	NEW	14,228	—	+14,228	—	—	$104.3K	—	2026-11-06
Pinnacle Associates LTD	UNCHANGED	11,109	11,109	0	0%	$88.5K	$81.4K	-$7.1K	2026-10-20
Focused Alpha, LLC	INCREASED	11,094	10,811	+283	+3%	$86.2K	$81.3K	-$4.8K	2026-10-20
Integrity Alliance, Llc.	UNCHANGED	10,612	10,612	0	0%	$84.6K	$77.8K	-$6.8K	2026-10-29
Silver Grove Financial Group, Inc.	DECREASED	10,562	10,998	-436	-4%	$87.7K	$77.4K	-$10.2K	2026-11-05
Platform Technology Partners	UNCHANGED	10,458	10,458	0	0%	$83.3K	$76.7K	-$6.7K	2026-11-02
Greg Jennings, LLC	NEW	10,127	—	+10,127	—	—	$74.2K	—	2026-10-19
PFS Partners, LLC	UNCHANGED	6,046	6,046	0	0%	$48.2K	$44.3K	-$3.9K	2026-10-21
Axiom Investment Management LLC	UNCHANGED	3,505	3,505	0	0%	$27.9K	$25.7K	-$2.2K	2026-11-03
First Horizon Corp	UNCHANGED	1,917	1,917	0	0%	$15.3K	$14.1K	-$1.2K	2026-10-26
Marshall & Sterling Wealth Advisors Inc.	INCREASED	1,454	1,439	+15	+1%	$11.5K	$10.7K	-$811	2026-10-28
Level Financial Advisors	CLOSED	0	15,162	-15,162	-100%	$120.8K	$0	-$120.8K	2026-10-13
OMC Financial Services LTD	CLOSED	0	10,127	-10,127	-100%	$80.7K	$0	-$80.7K	2026-10-19
Morgan Stanley	N/A	—	1,041,783	-1,041,783	-100%	$8.3M	—	—	—
Bank of America Corp	N/A	—	415,381	-415,381	-100%	$3.3M	—	—	—
Jane Street Group, LLC	N/A	—	386,797	-386,797	-100%	$3.1M	—	—	—
Raymond James Financial Inc	N/A	—	301,811	-301,811	-100%	$2.4M	—	—	—
Wells Fargo & Company	N/A	—	272,535	-272,535	-100%	$2.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	237,484	-237,484	-100%	$1.9M	—	—	—
UBS Group AG	N/A	—	160,743	-160,743	-100%	$1.3M	—	—	—
Cetera Investment Advisers	N/A	—	151,102	-151,102	-100%	$1.2M	—	—	—
Envestnet Asset Management Inc	N/A	—	130,125	-130,125	-100%	$1.0M	—	—	—
Family Manage LLC	N/A	—	125,313	-125,313	-100%	$998.7K	—	—	—
Ameriprise Financial Inc	N/A	—	106,982	-106,982	-100%	$852.6K	—	—	—
Royal Bank of Canada	N/A	—	89,551	-89,551	-100%	$713.0K	—	—	—
MML Investors Services, LLC	N/A	—	51,303	-51,303	-100%	$408.9K	—	—	—
Citadel Advisors LLC	N/A	—	46,280	-46,280	-100%	$368.9K	—	—	—
Old Mission Capital LLC	N/A	—	38,659	-38,659	-100%	$308.1K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	33,000	-33,000	-100%	$263.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	28,006	-28,006	-100%	$223.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	27,918	-27,918	-100%	$222.5K	—	—	—
Graney & King, LLC	N/A	—	26,276	-26,276	-100%	$209.4K	—	—	—
Private Advisor Group, LLC	N/A	—	25,989	-25,989	-100%	$207.1K	—	—	—
Boston Family Office LLC	N/A	—	24,733	-24,733	-100%	$197.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	24,537	-24,537	-100%	$195.6K	—	—	—
Boston Partners	N/A	—	22,815	-22,815	-100%	$180.5K	—	—	—
BFC Planning, Inc.	N/A	—	21,922	-21,922	-100%	$174.7K	—	—	—
Mayport, LLC	N/A	—	20,810	-20,810	-100%	$165.9K	—	—	—
Equitable Holdings, Inc.	N/A	—	19,824	-19,824	-100%	$158.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	18,944	-18,944	-100%	$151.0K	—	—	—
Stifel Financial Corp	N/A	—	18,280	-18,280	-100%	$145.7K	—	—	—
FMR LLC	N/A	—	18,118	-18,118	-100%	$144.4K	—	—	—
Howe & Rusling Inc	N/A	—	17,106	-17,106	-100%	$136.3K	—	—	—
Painted Porch Advisors LLC	N/A	—	16,541	-16,541	-100%	$131.8K	—	—	—
Vectors Research Management, LLC	N/A	—	12,230	-12,230	-100%	$97.5K	—	—	—
Elequin Capital, LP	N/A	—	10,085	-10,085	-100%	$80.4K	—	—	—
Arax Advisory Partners	N/A	—	3,648	-3,648	-100%	$29.1K	—	—	—
JPMorgan Chase & Co	N/A	—	1,501	-1,501	-100%	$12.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,463	-1,463	-100%	$11.7K	—	—	—

Showing 73 of 73 institutions