FR MASSACHUSETTS MUN INC ETF (FTMA) Institutional Ownership Changes & 13F Activity
FR MASSACHUSETTS MUN INC ETF (FTMA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Mccarter Private Wealth Services Llc, Newedge Advisors, Llc, and Integrated Wealth Concepts Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +25,629 | +9.5% | 296,049 | $2.70M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +294,438 | — | 294,438 | $2.69M | Q2 2026 | Sep 09, 2026 |
| Ameriprise Financial Inc | Buy | +2,953,779 | — | 2,953,779 | $26.95M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +483,126 | +70.5% | 1,168,509 | $10.66M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -175,924 | -66.7% | 87,800 | $801.17K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +44,114 | +17.3% | 299,234 | $2.73M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +26,311 | +143.4% | 44,659 | $408.00K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +20,527 | +60.2% | 54,597 | $498.20K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +15,847 | +7.1% | 239,847 | $2.19M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +14,284 | +100.6% | 28,486 | $259.37K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,133 | -4.6% | 23,742 | $216.75K | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, Lp | Buy | +132,778 | — | 132,778 | $1.21M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +95,992 | +3.6% | 2,765,078 | $25.23M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +71,202 | — | 71,202 | $649.72K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -56,531 | -44.8% | 69,539 | $634.54K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -1,111 | -20.7% | 4,269 | $38.95K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +172 | +0.9% | 19,419 | $177.20K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +346,083 | — | 346,083 | $3.16M | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +11,272 | — | 11,272 | $102.86K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +185 | +0.1% | 172,192 | $1.57M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +15 | +0.1% | 20,869 | $190.43K | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | Buy | +223,241 | — | 223,241 | $2.04M | Q2 2026 | Aug 11, 2026 |
| Shp Wealth Management | Sell | -1,909 | -9.6% | 18,054 | $164.74K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +187,996 | +60.1% | 501,003 | $4.57M | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, Llc | Buy | +119,490 | — | 119,490 | $1.09M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +20,045 | — | 20,045 | $182.91K | Q2 2026 | Aug 07, 2026 |
| Abbot Financial Management, Inc. | Sell | -2,614 | -2.6% | 99,828 | $910.93K | Q2 2026 | Aug 06, 2026 |
| Wealth Effects Llc | Buy | +308 | +0.8% | 36,800 | $335.80K | Q2 2026 | Aug 06, 2026 |
| James J. Burns & Company, Llc | Buy | +105 | +0.6% | 17,389 | $158.68K | Q2 2026 | Aug 06, 2026 |
| Mccarter Private Wealth Services Llc | Buy | +481,186 | — | 481,186 | $4.39M | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about FTMA activity
Which institutional owners are buying FTMA?
Institutional owners buying FTMA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FTMA activity?
"Buy" means an investor increased their reported position in FTMA compared to the prior reporting period. This reflects growing exposure to FR MASSACHUSETTS MUN INC ETF (FTMA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FTMA increasing?
Institutional interest in FTMA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.