FR Minnesota Muni Inc ETF (FTMN)

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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Wealth Enhancement Advisory Services, LLC

NEW

Shares6,105,755

Change+6,105,755

Value$49.6M

Filed 2026-10-13

Midwest Financial Partners Investments, Inc.

INCREASED

Shares1,916,223 from 1,775,111

Change+141,112 (+8%)

Value$15.7M (-$133.7K)

Filed 2026-10-08

SilverOak Wealth Management LLC

NEW

Shares611,882

Change+611,882

Value$5.0M

Filed 2026-10-29

AdvisorNet Financial, Inc

INCREASED

Shares595,919 from 483,696

Change+112,223 (+23%)

Value$4.9M (+$591.6K)

Filed 2026-10-15

Cherry Tree Wealth Management, LLC

INCREASED

Shares394,181 from 20,612

Change+373,569 (+1812%)

Value$3.2M (+$3.0M)

Filed 2026-10-15

Focus Financial Network, Inc.

DECREASED

Shares336,842 from 533,332

Change-196,490 (-37%)

Value$2.8M (-$2.0M)

Filed 2026-10-14

Allodium Investment Consultants, LLC

NEW

Shares173,021

Change+173,021

Value$1.4M

Filed 2026-10-14

Freedom Financial Partners LLC

INCREASED

Shares134,024 from 127,276

Change+6,748 (+5%)

Value$1.1M (-$37.2K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares86,844 from 88,937

Change-2,093 (-2%)

Value$711.3K (-$81.8K)

Filed 2026-11-02

Epiq Partners, LLC

INCREASED

Shares80,909 from 79,270

Change+1,639 (+2%)

Value$662.6K (-$44.2K)

Filed 2026-10-07

Bond & Devick Financial Network, Inc.

DECREASED

Shares71,757 from 82,298

Change-10,541 (-13%)

Value$587.7K (-$146.1K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares33,274 from 28,539

Change+4,735 (+17%)

Value$273 (-$253.7K)

Filed 2026-11-02

Sigma Planning Corp

INCREASED

Shares20,052 from 11,346

Change+8,706 (+77%)

Value$164.2K (+$63.1K)

Filed 2026-10-23

Financial Perspectives, Inc

UNCHANGED

Shares5,191 from 5,191

Change0 (0%)

Value$42.5K (-$3.8K)

Filed 2026-11-03

Bell Bank

CLOSED

Shares0 from 29,335

Change-29,335 (-100%)

Value$0 (-$261.6K)

Filed 2026-10-21

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,108,592

Change-2,108,592 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 1,622,708

Change-1,622,708 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,502,286

Change-1,502,286 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,481,379

Change-1,481,379 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,166,333

Change-1,166,333 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 430,953

Change-430,953 (-100%)

Value—

Valmark Advisers, Inc.

N/A

Shares— from 208,835

Change-208,835 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 171,381

Change-171,381 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 151,968

Change-151,968 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 90,900

Change-90,900 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 69,012

Change-69,012 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 61,980

Change-61,980 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 52,358

Change-52,358 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 47,807

Change-47,807 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 44,427

Change-44,427 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 40,379

Change-40,379 (-100%)

Value—

Viawealth, LLC

N/A

Shares— from 25,470

Change-25,470 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 23,925

Change-23,925 (-100%)

Value—

Everest Financial Group LLC

N/A

Shares— from 21,533

Change-21,533 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,433

Change-18,433 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 16,219

Change-16,219 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 15,723

Change-15,723 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 12,651

Change-12,651 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 10,090

Change-10,090 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,311

Change-2,311 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,606

Change-1,606 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 1,180

Change-1,180 (-100%)

Value—

	Status
Wealth Enhancement Advisory Services, LLC	NEW	6,105,755	—	+6,105,755	—	—	$49.6M	—	2026-10-13
Midwest Financial Partners Investments, Inc.	INCREASED	1,916,223	1,775,111	+141,112	+8%	$15.8M	$15.7M	-$133.7K	2026-10-08
SilverOak Wealth Management LLC	NEW	611,882	—	+611,882	—	—	$5.0M	—	2026-10-29
AdvisorNet Financial, Inc	INCREASED	595,919	483,696	+112,223	+23%	$4.3M	$4.9M	+$591.6K	2026-10-15
Cherry Tree Wealth Management, LLC	INCREASED	394,181	20,612	+373,569	+1812%	$183.8K	$3.2M	+$3.0M	2026-10-15
Focus Financial Network, Inc.	DECREASED	336,842	533,332	-196,490	-37%	$4.8M	$2.8M	-$2.0M	2026-10-14
Allodium Investment Consultants, LLC	NEW	173,021	—	+173,021	—	—	$1.4M	—	2026-10-14
Freedom Financial Partners LLC	INCREASED	134,024	127,276	+6,748	+5%	$1.1M	$1.1M	-$37.2K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	86,844	88,937	-2,093	-2%	$793.0K	$711.3K	-$81.8K	2026-11-02
Epiq Partners, LLC	INCREASED	80,909	79,270	+1,639	+2%	$706.8K	$662.6K	-$44.2K	2026-10-07
Bond & Devick Financial Network, Inc.	DECREASED	71,757	82,298	-10,541	-13%	$733.8K	$587.7K	-$146.1K	2026-10-23
Cambridge Investment Research Advisors, Inc.	INCREASED	33,274	28,539	+4,735	+17%	$254.0K	$273	-$253.7K	2026-11-02
Sigma Planning Corp	INCREASED	20,052	11,346	+8,706	+77%	$101.2K	$164.2K	+$63.1K	2026-10-23
Financial Perspectives, Inc	UNCHANGED	5,191	5,191	0	0%	$46.3K	$42.5K	-$3.8K	2026-11-03
Bell Bank	CLOSED	0	29,335	-29,335	-100%	$261.6K	$0	-$261.6K	2026-10-21
Northwestern Mutual Wealth Management Co	N/A	—	2,108,592	-2,108,592	-100%	$18.8M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	1,622,708	-1,622,708	-100%	$14.5M	—	—	—
Cetera Investment Advisers	N/A	—	1,502,286	-1,502,286	-100%	$13.4M	—	—	—
UBS Group AG	N/A	—	1,481,379	-1,481,379	-100%	$13.2M	—	—	—
Ameriprise Financial Inc	N/A	—	1,166,333	-1,166,333	-100%	$10.4M	—	—	—
LPL Financial LLC	N/A	—	430,953	-430,953	-100%	$3.8M	—	—	—
Valmark Advisers, Inc.	N/A	—	208,835	-208,835	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	171,381	-171,381	-100%	$1.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	151,968	-151,968	-100%	$1.4M	—	—	—
Elequin Capital, LP	N/A	—	90,900	-90,900	-100%	$810.5K	—	—	—
MML Investors Services, LLC	N/A	—	69,012	-69,012	-100%	$615.3K	—	—	—
Wells Fargo & Company	N/A	—	61,980	-61,980	-100%	$552.6K	—	—	—
Jane Street Group, LLC	N/A	—	52,358	-52,358	-100%	$466.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	47,807	-47,807	-100%	$426.3K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	44,427	-44,427	-100%	$396.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	40,379	-40,379	-100%	$360.2K	—	—	—
Viawealth, LLC	N/A	—	25,470	-25,470	-100%	$227.1K	—	—	—
Private Advisor Group, LLC	N/A	—	23,925	-23,925	-100%	$213.3K	—	—	—
Everest Financial Group LLC	N/A	—	21,533	-21,533	-100%	$192.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	18,433	-18,433	-100%	$164.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	16,219	-16,219	-100%	$144.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	15,723	-15,723	-100%	$140.2K	—	—	—
Old Mission Capital LLC	N/A	—	12,651	-12,651	-100%	$112.8K	—	—	—
Harbour Investments, Inc.	N/A	—	10,090	-10,090	-100%	$90.0K	—	—	—
JPMorgan Chase & Co	N/A	—	2,311	-2,311	-100%	$20.6K	—	—	—
Allworth Financial LP	N/A	—	1,606	-1,606	-100%	$14.3K	—	—	—
Alerus Financial NA	N/A	—	1,180	-1,180	-100%	$10.5K	—	—	—

Showing 42 of 42 institutions