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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+25,629+9.5%296,049$2.70MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+294,438—294,438$2.69MQ2 2026Sep 09, 2026
Ameriprise Financial IncBuy+2,953,779—2,953,779$26.95MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+483,126+70.5%1,168,509$10.66MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-175,924-66.7%87,800$801.17KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+44,114+17.3%299,234$2.73MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+26,311+143.4%44,659$408.00KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+20,527+60.2%54,597$498.20KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+15,847+7.1%239,847$2.19MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+14,284+100.6%28,486$259.37KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-1,133-4.6%23,742$216.75KQ2 2026Aug 14, 2026
Elequin Capital, LpBuy+132,778—132,778$1.21MQ2 2026Aug 13, 2026
Morgan StanleyBuy+95,992+3.6%2,765,078$25.23MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+71,202—71,202$649.72KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-56,531-44.8%69,539$634.54KQ2 2026Aug 13, 2026
Ubs Group AgSell-1,111-20.7%4,269$38.95KQ2 2026Aug 13, 2026
Mariner, LlcBuy+172+0.9%19,419$177.20KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+346,083—346,083$3.16MQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+11,272—11,272$102.86KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+185+0.1%172,192$1.57MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+15+0.1%20,869$190.43KQ2 2026Aug 12, 2026
Vise Technologies, Inc.Buy+223,241—223,241$2.04MQ2 2026Aug 11, 2026
Shp Wealth ManagementSell-1,909-9.6%18,054$164.74KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+187,996+60.1%501,003$4.57MQ2 2026Aug 07, 2026
Perigon Wealth Management, LlcBuy+119,490—119,490$1.09MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+20,045—20,045$182.91KQ2 2026Aug 07, 2026
Abbot Financial Management, Inc.Sell-2,614-2.6%99,828$910.93KQ2 2026Aug 06, 2026
Wealth Effects LlcBuy+308+0.8%36,800$335.80KQ2 2026Aug 06, 2026
James J. Burns & Company, LlcBuy+105+0.6%17,389$158.68KQ2 2026Aug 06, 2026
Mccarter Private Wealth Services LlcBuy+481,186—481,186$4.39MQ2 2026Aug 05, 2026
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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.