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FR Minnesota Muni Inc ETF (FTMN)

CUSIP: 746729813 | NYSE | 46 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC6,105,755
0.1% of portfolio›$49.6M
Midwest Financial Partners Investments, Inc.1,916,223
6.0% of portfolio›$15.7M
SilverOak Wealth Management LLC611,882
0.6% of portfolio›$5.0M
AdvisorNet Financial, Inc595,919
0.2% of portfolio›$4.9M
Cherry Tree Wealth Management, LLC394,181
0.6% of portfolio›$3.2M
Focus Financial Network, Inc.336,842
0.1% of portfolio›$2.8M
Allodium Investment Consultants, LLC173,021
0.6% of portfolio›$1.4M
Freedom Financial Partners LLC134,024
0.4% of portfolio›$1.1M
Commonwealth Equity Services, LLC86,844
0.0% of portfolio›$711.3K
Epiq Partners, LLC80,909
0.3% of portfolio›$662.6K
Bond & Devick Financial Network, Inc.71,757
0.1% of portfolio›$587.7K
Cambridge Investment Research Advisors, Inc.33,274
0.0% of portfolio›$273
Everest Financial Group LLC21,707
0.0% of portfolio›$177.8K
Sigma Planning Corp20,052
0.0% of portfolio›$164.2K
Financial Perspectives, Inc5,191
0.0% of portfolio›$42.5K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
6,105,755$49.6M0.1%CoreLowPlymouth, MN2026-10-13
Midwest Financial Partners Investments, Inc.
1,916,223$15.7M6.0%ETFVery LowSt. Cloud, MN2026-10-08
SilverOak Wealth Management LLC
611,882$5.0M0.6%ETFVery LowEdina, MN2026-10-29
AdvisorNet Financial, Inc
595,919$4.9M0.2%ETFLowMinnetonka, MN2026-10-15
Cherry Tree Wealth Management, LLC
394,181$3.2M0.6%ETFVery LowMinnetonka, MN2026-10-15
Focus Financial Network, Inc.
336,842$2.8M0.1%ETFLowMinneapolis, MN2026-10-14
Allodium Investment Consultants, LLC
173,021$1.4M0.6%ETFVery LowMinneapolis, MN2026-10-14
Freedom Financial Partners LLC
134,024$1.1M0.4%ETFLowOakdale, MN2026-10-19
Commonwealth Equity Services, LLC
86,844$711.3K0.0%ETFLowWaltham, MA2026-11-02
Epiq Partners, LLC
80,909$662.6K0.3%YieldLowMinneapolis, MN2026-10-07
Bond & Devick Financial Network, Inc.
71,757$587.7K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Cambridge Investment Research Advisors, Inc.
33,274$2730.0%ETFLowFairfield, IA2026-11-02
Everest Financial Group LLC
21,707$177.8K0.0%GrowthVery LowMinneapolis, MN2026-11-06
Sigma Planning Corp
20,052$164.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Financial Perspectives, Inc
5,191$42.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03