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FR New Jersey Muni Inc ETF (FTNJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares483,749 from 332,949
Change+150,800 (+45%)
Value$4.0M (+$1.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares260,262 from 170,057
Change+90,205 (+53%)
Value$2.1M (+$645.6K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares142,508
Change+142,508
Value$1.2M
Filed 2026-10-13
HighTower Advisors, LLC
INCREASED
Shares70,132 from 68,783
Change+1,349 (+2%)
Value$579.3K (-$29.1K)
Filed 2026-11-10
GSG Advisors LLC
NEW
Shares56,658
Change+56,658
Value$468.0K
Filed 2026-11-03
Private Advisor Group, LLC
INCREASED
Shares37,332 from 37,014
Change+318 (+1%)
Value$308.4K (-$19.0K)
Filed 2026-11-10
Altfest L J & Co Inc
INCREASED
Shares31,561 from 24,247
Change+7,314 (+30%)
Value$260.7K (+$46.2K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
NEW
Shares27,771
Change+27,771
Value$229.4K
Filed 2026-11-06
Marion Wealth Management
UNCHANGED
Shares22,753 from 22,753
Change0 (0%)
Value$187.9K (-$13.3K)
Filed 2026-10-22
Flynn Zito Capital Management, LLC
DECREASED
Shares15,121 from 15,213
Change-92 (-1%)
Value$124.9K (-$9.7K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares14,869 from 14,730
Change+139 (+1%)
Value$122.8K (-$7.5K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,173 from 10,806
Change+3,367 (+31%)
Value$117 (-$95.9K)
Filed 2026-11-02
Albion Financial Group
UNCHANGED
Shares14,050 from 14,050
Change0 (0%)
Value$116.1K (-$8.2K)
Filed 2026-10-21
Belpointe Asset Management LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$103.3K (-$7.3K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$103.3K (-$7.3K)
Filed 2026-11-09
Forum Financial Management, LP
NEW
Shares12,345
Change+12,345
Value$102.0K
Filed 2026-10-16
Independent Advisor Alliance
NEW
Shares11,529
Change+11,529
Value$99.0K
Filed 2026-11-10
Kestra Advisory Services, LLC
DECREASED
Shares10,118 from 21,209
Change-11,091 (-52%)
Value$83.6K (-$104.0K)
Filed 2026-11-02
Global Retirement Partners, LLC
UNCHANGED
Shares5,295 from 5,295
Change0 (0%)
Value$43.7K (-$3.1K)
Filed 2026-11-10
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares3,930 from 3,930
Change0 (0%)
Value$32.5K (-$2.3K)
Filed 2026-10-05
UBS Group AG
NEW
Shares3,578
Change+3,578
Value$29.6K
Filed 2026-11-10
Farther Finance Advisors, LLC
UNCHANGED
Shares2,738 from 2,738
Change0 (0%)
Value$22.6K (-$1.6K)
Filed 2026-10-08
Axiom Investment Management LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$5.1K (-$359)
Filed 2026-11-03
Vicus Capital
CLOSED
Shares0 from 14,554
Change-14,554 (-100%)
Value$0 (-$128.7K)
Filed 2026-11-05
Wells Fargo & Company
N/A
Shares— from 318,316
Change-318,316 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 311,323
Change-311,323 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 150,220
Change-150,220 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 146,269
Change-146,269 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 57,407
Change-57,407 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 52,993
Change-52,993 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 43,297
Change-43,297 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 38,774
Change-38,774 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 37,556
Change-37,556 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 29,692
Change-29,692 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 28,910
Change-28,910 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 27,655
Change-27,655 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,710
Change-26,710 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,373
Change-25,373 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 15,306
Change-15,306 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 11,433
Change-11,433 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Status
LPL Financial LLC
INCREASED483,749332,949+150,800+45%$2.9M$4.0M+$1.1M2026-11-06
Commonwealth Equity Services, LLC
INCREASED260,262170,057+90,205+53%$1.5M$2.1M+$645.6K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW142,508—+142,508——$1.2M—2026-10-13
HighTower Advisors, LLC
INCREASED70,13268,783+1,349+2%$608.4K$579.3K-$29.1K2026-11-10
GSG Advisors LLC
NEW56,658—+56,658——$468.0K—2026-11-03
Private Advisor Group, LLC
INCREASED37,33237,014+318+1%$327.4K$308.4K-$19.0K2026-11-10
Altfest L J & Co Inc
INCREASED31,56124,247+7,314+30%$214.5K$260.7K+$46.2K2026-10-27
PNC Financial Services Group, Inc.
NEW27,771—+27,771——$229.4K—2026-11-06
Marion Wealth Management
UNCHANGED22,75322,75300%$201.3K$187.9K-$13.3K2026-10-22
Flynn Zito Capital Management, LLC
DECREASED15,12115,213-92-1%$134.6K$124.9K-$9.7K2026-11-04
Lido Advisors, LLC
INCREASED14,86914,730+139+1%$130.3K$122.8K-$7.5K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED14,17310,806+3,367+31%$96.0K$117-$95.9K2026-11-02
Albion Financial Group
UNCHANGED14,05014,05000%$124.3K$116.1K-$8.2K2026-10-21
Belpointe Asset Management LLC
UNCHANGED12,50012,50000%$110.6K$103.3K-$7.3K2026-11-09
Fortis Capital Advisors, LLC
UNCHANGED12,50012,50000%$110.6K$103.3K-$7.3K2026-11-09
Forum Financial Management, LP
NEW12,345—+12,345——$102.0K—2026-10-16
Independent Advisor Alliance
NEW11,529—+11,529——$99.0K—2026-11-10
Kestra Advisory Services, LLC
DECREASED10,11821,209-11,091-52%$187.6K$83.6K-$104.0K2026-11-02
Global Retirement Partners, LLC
UNCHANGED5,2955,29500%$46.8K$43.7K-$3.1K2026-11-10
MassMutual Private Wealth & Trust, FSB
UNCHANGED3,9303,93000%$34.8K$32.5K-$2.3K2026-10-05
UBS Group AG
NEW3,578—+3,578——$29.6K—2026-11-10
Farther Finance Advisors, LLC
UNCHANGED2,7382,73800%$24.2K$22.6K-$1.6K2026-10-08
Axiom Investment Management LLC
UNCHANGED61461400%$5.4K$5.1K-$3592026-11-03
Vicus Capital
CLOSED014,554-14,554-100%$128.7K$0-$128.7K2026-11-05
Wells Fargo & Company
N/A—318,316-318,316-100%$2.8M———
Bank of America Corp
N/A—311,323-311,323-100%$2.8M———
Raymond James Financial Inc
N/A—150,220-150,220-100%$1.3M———
Cetera Investment Advisers
N/A—146,269-146,269-100%$1.3M———
Jane Street Group, LLC
N/A—57,407-57,407-100%$507.8K———
Jones Financial Companies Lllp
N/A—52,993-52,993-100%$467.9K———
Ameriprise Financial Inc
N/A—43,297-43,297-100%$383.0K———
Elequin Capital, LP
N/A—38,774-38,774-100%$343.0K———
Morgan Stanley
N/A—37,556-37,556-100%$332.2K———
Equitable Holdings, Inc.
N/A—29,692-29,692-100%$262.6K———
Weik Capital Management
N/A—28,910-28,910-100%$255.7K———
Meeder Advisory Services, Inc.
N/A—27,655-27,655-100%$244.6K———
Osaic Holdings, Inc.
N/A—26,710-26,710-100%$236.4K———
Envestnet Asset Management Inc
N/A—25,373-25,373-100%$224.4K———
Northwestern Mutual Wealth Management Co
N/A—15,306-15,306-100%$135.4K———
Keyvantage Wealth, LLC
N/A—11,433-11,433-100%$101.1K———
Maridea Wealth Management LLC
N/A—10,273-10,273-100%$90.9K———
Cary Street Partners Financial LLC
N/A—10,217-10,217-100%$90.4K———
Royal Bank of Canada
N/A—7,757-7,757-100%$69.0K———
Showing 43 of 43 institutions