FTMN Institutional Ownership & Shareholders
FR MINNESOTA MUNI INC ETF (FTMN) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $150.93M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of FTMN tracked by InsiderSet, reporting ownership valued at approximately $49.64M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $51.96M, representing an estimated gain of +4.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed FTMN value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Midwest Financial Partners Investments, Inc., Onedigital Investment Advisors Llc, and several other long-term asset managers with concentrated positions in FR MINNESOTA MUNI INC ETF (FTMN).
This page ranks the largest institutional FTMN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$150.93M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$49.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.07% | 6,105,755 | $49,639,788 | $51,959,975 | +$2,320,187 | +4.67% | |
| Midwest Financial Partners Investments, Inc. | 6.03% | 1,916,223 | $15,693,867 | $16,307,058 | +$613,191 | +3.91% | |
| Onedigital Investment Advisors Llc | 0.12% | 1,622,708 | $14,468,709 | $13,809,245 | -$659,464 | -4.56% | |
| Cetera Investment Advisers | 0.01% | 1,502,286 | $13,394,984 | $12,784,454 | -$610,530 | -4.56% | |
| Ubs Group Ag | 0.00% | 1,481,379 | $13,207,975 | $12,606,535 | -$601,440 | -4.55% | |
| Ameriprise Financial Inc | 0.00% | 1,166,333 | $10,395,950 | $9,925,494 | -$470,456 | -4.53% | |
| Silveroak Wealth Management Llc | 0.60% | 611,882 | $5,011,314 | $5,207,116 | +$195,802 | +3.91% | |
| Advisornet Financial, Inc | 0.22% | 595,919 | $4,904,410 | $5,071,271 | +$166,861 | +3.40% | |
| Lpl Financial Llc | 0.00% | 430,953 | $3,842,552 | $3,667,410 | -$175,142 | -4.56% | |
| Cherry Tree Wealth Management, Llc | 0.61% | 394,181 | $3,228,346 | $3,354,480 | +$126,134 | +3.91% | |
| Focus Financial Network, Inc. | 0.08% | 336,842 | $2,758,738 | $2,866,525 | +$107,787 | +3.91% | |
| Valmark Advisers, Inc. | 0.02% | 208,835 | $1,862,056 | $1,777,186 | -$84,870 | -4.56% | |
| Royal Bank Of Canada | 0.00% | 171,381 | $1,528,000 | $1,458,452 | -$69,548 | -4.55% | |
| Allodium Investment Consultants, Llc | 0.58% | 173,021 | $1,417,042 | $1,472,409 | +$55,367 | +3.91% | |
| Jones Financial Companies Lllp | 0.00% | 151,968 | $1,355,552 | $1,293,248 | -$62,304 | -4.60% | |
| Freedom Financial Partners Llc | 0.36% | 134,024 | $1,097,656 | $1,140,544 | +$42,888 | +3.91% | |
| Elequin Capital, Lp | 0.03% | 90,900 | $810,501 | $773,559 | -$36,942 | -4.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 86,844 | $711,250 | $739,042 | +$27,792 | +3.91% | |
| Epiq Partners, Llc | 0.29% | 80,909 | $662,645 | $688,536 | +$25,891 | +3.91% | |
| Mml Investors Services, Llc | 0.00% | 69,012 | $615,340 | $587,292 | -$28,048 | -4.56% | |
| Bond & Devick Financial Network, Inc. | 0.14% | 71,757 | $587,690 | $610,652 | +$22,962 | +3.91% | |
| Wells Fargo & Company/Mn | 0.00% | 61,980 | $552,639 | $527,450 | -$25,189 | -4.56% | |
| Jane Street Group, Llc | 0.00% | 52,358 | $466,845 | $445,567 | -$21,278 | -4.56% | |
| Newedge Advisors, Llc | 0.00% | 47,807 | $426,269 | $406,838 | -$19,431 | -4.56% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 44,427 | $396,129 | $378,074 | -$18,055 | -4.56% | |
| Osaic Holdings, Inc. | 0.00% | 40,379 | $360,165 | $343,625 | -$16,540 | -4.59% | |
| Viawealth, Llc | 0.11% | 25,470 | $227,102 | $216,750 | -$10,352 | -4.56% | |
| Private Advisor Group, Llc | 0.00% | 23,925 | $213,325 | $203,602 | -$9,723 | -4.56% | |
| Everest Financial Group Llc | 0.03% | 21,533 | $192,000 | $183,246 | -$8,754 | -4.56% | |
| Susquehanna International Group, Llp | 0.00% | 18,433 | $164,356 | $156,865 | -$7,491 | -4.56% | |
| Sigma Planning Corp | 0.00% | 20,052 | $164,224 | $170,643 | +$6,419 | +3.91% | |
| Two Sigma Securities, Llc | 0.01% | 16,219 | $144,615 | $138,024 | -$6,591 | -4.56% | |
| Envestnet Asset Management Inc | 0.00% | 15,723 | $140,191 | $133,803 | -$6,388 | -4.56% | |
| Old Mission Capital Llc | 0.00% | 12,651 | $112,801 | $107,660 | -$5,141 | -4.56% | |
| Harbour Investments, Inc. | 0.00% | 10,090 | $89,970 | $85,866 | -$4,104 | -4.56% | |
| Financial Perspectives, Inc | 0.01% | 5,191 | $42,514 | $44,175 | +$1,661 | +3.91% | |
| Jpmorgan Chase & Co | 0.00% | 2,311 | $20,614 | $19,667 | -$947 | -4.60% | |
| Allworth Financial Lp | 0.00% | 1,606 | $14,320 | $13,667 | -$653 | -4.56% | |
| Alerus Financial Na | 0.00% | 1,180 | $10,521 | $10,042 | -$479 | -4.55% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 33,274 | $273 | $283,162 | +$282,889 | +103622.25% |
Frequently asked questions about FTMN
Who are the largest institutional holders of FTMN?
The largest institutional holders of FTMN reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Midwest Financial Partners Investments, Inc., Onedigital Investment Advisors Llc, Cetera Investment Advisers, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported FTMN position.
What is FTMN institutional ownership?
This page tracks FTMN positions reported by institutional investment managers through SEC Form 13F. FR MINNESOTA MUNI INC ETF (FTMN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTMN?
InsiderSet currently tracks 40 institutional managers reporting FTMN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTMN shareholders.
How much FTMN stock do institutions own?
Institutional investment managers disclosed approximately $150.93M in FTMN holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTMN institutional ownership last updated?
The latest FTMN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTMN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTMN position after the reporting date.
Are institutions buying or selling FTMN?
Institutional buying and selling can be analyzed by comparing FTMN positions across consecutive 13F reporting periods. InsiderSet's FTMN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTMN ownership changes.
How has FTMN institutional ownership changed over time?
InsiderSet tracks FTMN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.