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FR Muni High Yield ETF (FTMH)

CUSIP: 746729789 | NYSE | 114 institutional holders

Quarters

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

Horizon Wealth Management, LLC1,227,486
1.7% of portfolio›$13.3M
Prentice Wealth Management LLC646,363
1.4% of portfolio›$7.0M
Atria Investments, Inc260,455
0.0% of portfolio›$2.8M
Palatine Hill Wealth Management, LLC228,482
1.8% of portfolio›$2.5M
Bensler, LLC219,124
0.2% of portfolio›$2.4M
Truist Financial Corp191,572
0.0% of portfolio›$2.1M
Commonwealth Equity Services, LLC181,149
0.0% of portfolio›$2.0M
Cullen T Bankers, Inc.124,957
0.0% of portfolio›$1.4M
Bank of New York Mellon Corp111,432
0.0% of portfolio›$1.2M
Riversedge Advisors, LLC104,874
0.1% of portfolio›$1.1M
Creative Planning77,861
0.0% of portfolio›$845.6K
Davenport & Co LLC59,850
0.0% of portfolio›$650.0K
Apollon Wealth Management, LLC52,618
0.0% of portfolio›$571.4K
Cambridge Investment Research Advisors, Inc.45,673
0.0% of portfolio›$496
Kestra Advisory Services, LLC41,963
0.0% of portfolio›$455.7K
Bill Few Associates, Inc.38,902
0.1% of portfolio›$422.5K
Archer Investment Corp37,939
0.1% of portfolio›$412.0K
Oppenheimer & Co Inc36,726
0.0% of portfolio›$398.8K
Avior Wealth Management, LLC34,937
0.0% of portfolio›$379.4K
Thrivent Financial for Lutherans28,599
0.0% of portfolio›$311
Independent Financial Group, LLC23,685
0.0% of portfolio›$257.2K
StoneX Group Inc.22,932
0.0% of portfolio›$249.0K
Patten Group, Inc.21,975
0.0% of portfolio›$238.6K
Riverbend Wealth Management, LLC21,136
0.1% of portfolio›$229.5K
Private Trust Co NA17,812
0.0% of portfolio›$193.4K
McAdam, LLC16,144
0.0% of portfolio›$175.3K
Magnus Financial Group LLC15,917
0.0% of portfolio›$172.9K
Ascent Group, LLC14,063
0.0% of portfolio›$152.7K
Koshinski Asset Management, Inc.13,863
0.0% of portfolio›$150.6K
MMA Asset Management LLC13,516
0.0% of portfolio›$146.8K
Optima Capital LLC12,966
0.1% of portfolio›$140.8K
RMR Wealth Builders11,730
0.0% of portfolio›$127.4K
Rooted Wealth Advisors, Inc.11,030
0.0% of portfolio›$131.0K
Wealth Enhancement Advisory Services, LLC10,743
0.0% of portfolio›$115.5K
Kestra Investment Management, LLC10,444
0.0% of portfolio›$113.4K
Ashton Thomas Private Wealth, LLC9,791
0.0% of portfolio›$106.3K
Trust Co of Vermont4,655
0.0% of portfolio›$50.6K
Farther Finance Advisors, LLC1,555
0.0% of portfolio›$16.9K
Lanark Financial, Inc.951
0.0% of portfolio›$10.3K
Elevated Capital Advisors, LLC740
0.0% of portfolio›$8.0K
Assetmark, Inc47
0.0% of portfolio›$510
Latitude Advisors, LLC4
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Horizon Wealth Management, LLC
1,227,486$13.3M1.7%ETFVery HighLa Grange, IL2026-11-02
Prentice Wealth Management LLC
646,363$7.0M1.4%ETFLowRochester, NY2026-10-20
Atria Investments, Inc
260,455$2.8M0.0%CoreMediumCharlotte, NC2026-10-15
Palatine Hill Wealth Management, LLC
228,482$2.5M1.8%ETFMediumBirmingham, MI2026-11-03
Bensler, LLC
219,124$2.4M0.2%MomentumMediumBellevue, WA2026-11-05
Truist Financial Corp
191,572$2.1M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
181,149$2.0M0.0%ETFLowWaltham, MA2026-11-02
Cullen T Bankers, Inc.
124,957$1.4M0.0%GrowthLowSan Antonio, TX2026-10-28
Bank of New York Mellon Corp
111,432$1.2M0.0%CoreLowNew York, NY2026-11-05
Riversedge Advisors, LLC
104,874$1.1M0.1%ETFMediumWilmington, DE2026-10-09
Creative Planning
77,861$845.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Davenport & Co LLC
59,850$650.0K0.0%CoreMediumRichmond, VA2026-10-14
Apollon Wealth Management, LLC
52,618$571.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Cambridge Investment Research Advisors, Inc.
45,673$4960.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
41,963$455.7K0.0%CoreLowAustin, TX2026-11-02
Bill Few Associates, Inc.
38,902$422.5K0.1%CoreVery LowSewickley, PA2026-10-09
Archer Investment Corp
37,939$412.0K0.1%CoreMediumCarmel, IN2026-11-05
Oppenheimer & Co Inc
36,726$398.8K0.0%CoreLowNew York, NY2026-10-26
Avior Wealth Management, LLC
34,937$379.4K0.0%ETFMediumOmaha, NE2026-10-13
Thrivent Financial for Lutherans
28,599$3110.0%GARPMediumMinneapolis, MN2026-11-05
Independent Financial Group, LLC
23,685$257.2K0.0%GrowthLowSan Diego, CA2026-10-13
StoneX Group Inc.
22,932$249.0K0.0%ETFMediumNew York, NY2026-11-03
Patten Group, Inc.
21,975$238.6K0.0%CoreLowChattanooga, TN2026-10-26
Riverbend Wealth Management, LLC
21,136$229.5K0.1%GrowthLowMyrtle Beach, SC2026-10-15
Private Trust Co NA
17,812$193.4K0.0%CoreLowCleveland, OH2026-10-20
McAdam, LLC
16,144$175.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Magnus Financial Group LLC
15,917$172.9K0.0%ETFLowNew York, NY2026-10-21
Ascent Group, LLC
14,063$152.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Koshinski Asset Management, Inc.
13,863$150.6K0.0%ETFLowDecatur, IL2026-10-29
MMA Asset Management LLC
13,516$146.8K0.0%ETFMediumNew York, NY2026-11-02
Optima Capital LLC
12,966$140.8K0.1%ETFHighPortland, OR2026-10-29
RMR Wealth Builders
11,730$127.4K0.0%ETFLowMontclair, NJ2026-10-22
Rooted Wealth Advisors, Inc.
11,030$131.0K0.0%ETFLowBourbonnais, IL2026-11-03
Wealth Enhancement Advisory Services, LLC
10,743$115.5K0.0%CoreLowPlymouth, MN2026-10-13
Kestra Investment Management, LLC
10,444$113.4K0.0%ETFMediumAustin, TX2026-11-04
Ashton Thomas Private Wealth, LLC
9,791$106.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Trust Co of Vermont
4,655$50.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Farther Finance Advisors, LLC
1,555$16.9K0.0%IndexLowSan Francisco, CA2026-10-08
Lanark Financial, Inc.
951$10.3K0.0%CoreMediumBirmingham, AL2026-10-26
Elevated Capital Advisors, LLC
740$8.0K0.0%ETFMediumSandy, UT2026-11-04
Assetmark, Inc
47$5100.0%ETFLowConcord, CA2026-10-21
Latitude Advisors, LLC
4$450.0%ETFLowYorkville, IL2026-10-27