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FR Massachusetts MUN Inc ETF (FTMA)

CUSIP: 746729821 | NYSE | 73 institutional holders

Quarters

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

Commonwealth Equity Services, LLC3,924,515
0.0% of portfolio›$33.4M
Allworth Financial LP1,403,602
0.0% of portfolio›$12.8M
LPL Financial LLC625,298
0.0% of portfolio›$5.3M
Mccarter Private Wealth Services LLC534,168
1.5% of portfolio›$4.6M
Kestra Advisory Services, LLC370,465
0.0% of portfolio›$3.2M
Perigon Wealth Management, LLC74,306
0.0% of portfolio›$633.1K
Wealth Effects LLC37,079
0.1% of portfolio›$315.9K
Wealth Enhancement Advisory Services, LLC30,711
0.0% of portfolio›$259.5K
Claro Advisors Inc.27,660
0.0% of portfolio›$235.7K
Vise Technologies, Inc.25,704
0.0% of portfolio›$219.0K
Mechanics Bank Trust Department22,754
0.0% of portfolio›$193.9K
Meridian Financial Advisors, LLC19,437
0.1% of portfolio›$165.6K
Stablepoint Partners, LLC19,229
0.0% of portfolio›$163.8K
Flynn Zito Capital Management, LLC18,413
0.0% of portfolio›$156.9K
James J. Burns & Company, LLC17,500
0.0% of portfolio›$149.1K
Modera Wealth Management, LLC17,111
0.0% of portfolio›$145.8K
Kraematon Investment Advisors, Inc17,000
0.1% of portfolio›$144.8K
Flagship Harbor Advisors, LLC15,263
0.0% of portfolio›$130.0K
Eastern Bank13,346
0.0% of portfolio›$113.7K
Bright Futures Wealth Management, Llc.12,860
0.1% of portfolio›$109.6K
Bath Savings Trust Co12,757
0.0% of portfolio›$108.7K
J.W. Cole Advisors, Inc.11,488
0.0% of portfolio›$97.9K
Independent Financial Group, LLC11,116
0.0% of portfolio›$94.7K
MassMutual Private Wealth & Trust, FSB9,039
0.0% of portfolio›$77.0K
Concord Wealth Partners5,734
0.0% of portfolio›$48.9K
Brown, Lisle Ings, Inc.4,000
0.0% of portfolio›$34.1K
Farther Finance Advisors, LLC3,586
0.0% of portfolio›$30.6K
Centerpoint Advisors, LLC2,700
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
3,924,515$33.4M0.0%ETFLowWaltham, MA2026-11-02
Allworth Financial LP
1,403,602$12.8M0.0%IndexLowFolsom, CA2026-11-06
LPL Financial LLC
625,298$5.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Mccarter Private Wealth Services LLC
534,168$4.6M1.5%CoreLowBoston, MA2026-10-22
Kestra Advisory Services, LLC
370,465$3.2M0.0%CoreLowAustin, TX2026-11-02
Perigon Wealth Management, LLC
74,306$633.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Wealth Effects LLC
37,079$315.9K0.1%GrowthLowBoston, MA2026-10-23
Wealth Enhancement Advisory Services, LLC
30,711$259.5K0.0%CoreLowPlymouth, MN2026-10-13
Claro Advisors Inc.
27,660$235.7K0.0%CoreLowBoston, MA2026-11-02
Vise Technologies, Inc.
25,704$219.0K0.0%IndexLowNew York, NY2026-10-29
Mechanics Bank Trust Department
22,754$193.9K0.0%CoreLowWalnut Creek, CA2026-10-13
Meridian Financial Advisors, LLC
19,437$165.6K0.1%ETFVery LowHolliston, MA2026-10-14
Stablepoint Partners, LLC
19,229$163.8K0.0%CoreLowBraintree, MA2026-11-03
Flynn Zito Capital Management, LLC
18,413$156.9K0.0%ETFLowGarden City, NY2026-11-04
James J. Burns & Company, LLC
17,500$149.1K0.0%ETFVery LowMelville, NY2026-10-22
Modera Wealth Management, LLC
17,111$145.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Kraematon Investment Advisors, Inc
17,000$144.8K0.1%MomentumLowBraintree, MA2026-11-02
Flagship Harbor Advisors, LLC
15,263$130.0K0.0%ETFMediumBoston, MA2026-10-26
Eastern Bank
13,346$113.7K0.0%GrowthMediumBoston, MA2026-10-05
Bright Futures Wealth Management, Llc.
12,860$109.6K0.1%CoreHighWebster, Ny 14580, NY2026-10-23
Bath Savings Trust Co
12,757$108.7K0.0%CoreLowBath, ME2026-10-07
J.W. Cole Advisors, Inc.
11,488$97.9K0.0%IndexLowTampa, FL2026-11-05
Independent Financial Group, LLC
11,116$94.7K0.0%GrowthLowSan Diego, CA2026-10-13
MassMutual Private Wealth & Trust, FSB
9,039$77.0K0.0%CoreLowSpringfield, MA2026-10-05
Concord Wealth Partners
5,734$48.9K0.0%GrowthLowAbingdon, VA2026-11-02
Brown, Lisle Ings, Inc.
4,000$34.1K0.0%CoreVery LowProvidence, RI2026-10-16
Farther Finance Advisors, LLC
3,586$30.6K0.0%IndexLowSan Francisco, CA2026-10-08
Centerpoint Advisors, LLC
2,700$230.0%ETFVery LowNeedham, MA2026-11-05