FR MASSACHUSETTS MUN INC ETF FTMA
$9.11
+0.1% 52w: $8.81 – $9.11
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data8.818.969.11
Nov 11, 2025 Jul 2, 2026
Institutional holders
55
+8 QoQ
13F value
$120.6M
+11.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FTMA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.2M | $28.9M | 0.0% | +8.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.0M | $27.0M | 0.0% | -2.9% |
| MORGAN STANLEY | Bank broker | 2.7M | $23.9M | 0.0% | +42.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 685.4K | $6.1M | 0.0% | +17.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 377.3K | $3.4M | 0.0% | +31.2% |
| LPL Financial LLC | Bank broker | 313.0K | $2.8M | 0.0% | +24.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 287.7K | $2.6M | 0.0% | +277.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 270.4K | $2.4M | 0.0% | +0.9% |
| JANE STREET GROUP, LLC | Market maker | 263.7K | $2.4M | 0.0% | -25.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 255.1K | $2.3M | 0.0% | +5.1% |
| McAdam, LLC | Wealth advisor | 225.5K | $2.0M | 0.1% | +0.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 224.0K | $2.0M | 0.0% | +8.8% |
| O'ROURKE & COMPANY, Inc | Wealth advisor | 199.5K | $1.8M | 0.7% | +100.0% |
| Cetera Investment Advisers | Wealth advisor | 172.0K | $1.5M | 0.0% | -1.7% |
| Alta Wealth Advisors LLC | Wealth advisor | 155.4K | $1.4M | 0.5% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 131.2K | $1.2M | 0.0% | -7.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 126.1K | $1.1M | 0.0% | -25.6% |
| Private Advisor Group, LLC | Wealth advisor | 112.5K | $1.0M | 0.0% | 0.0% |
| Abbot Financial Management, Inc. | Other | 102.4K | $918K | 0.4% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 49.5K | $444K | 0.0% | -19.4% |
| PARSONS CAPITAL MANAGEMENT INC/RI | Other | 46.0K | $412K | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 39.5K | $354K | 0.0% | New |
| WEALTH EFFECTS LLC | Other | 36.5K | $327K | 0.1% | +0.8% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 34.1K | $305K | 0.0% | +39.0% |
| Fiduciary Trust Co | Other | 26.2K | $235K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 24.9K | $223K | 0.0% | +4.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 24.1K | $216K | 0.0% | -70.1% |
| Claro Advisors Inc. | Wealth advisor | 22.3K | $200K | 0.0% | New |
| Russell Investments Group, Ltd. | Diversified mechanical | 22.0K | $197K | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 20.9K | $187K | 0.0% | -22.4% |
| SHP Wealth Management | Wealth advisor | 20.0K | $179K | 0.0% | +10.6% |
| Mariner, LLC | Diversified mechanical | 19.2K | $173K | 0.0% | -12.1% |
| Stablepoint Partners, LLC | Other | 19.2K | $172K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 18.3K | $164K | 0.0% | -18.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 17.3K | $156K | 0.0% | -43.4% |
| James J. Burns & Company, LLC | Wealth advisor | 17.3K | $155K | 0.0% | +0.2% |
| Modera Wealth Management, LLC | Wealth advisor | 17.1K | $153K | 0.0% | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 17.1K | $153K | 0.0% | -11.3% |
| CAPE ANN SAVINGS BANK | Other | 16.5K | $148K | 0.1% | New |
| One Charles Private Wealth Services, LLC | Wealth advisor | 15.9K | $142K | 0.0% | Held |
| Mechanics Bank Trust Department | Other | 14.8K | $133K | 0.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 14.2K | $127K | 0.0% | -27.5% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | Wealth advisor | 14.1K | $126K | 0.0% | -21.2% |
| EASTERN BANK | Other | 13.3K | $120K | 0.0% | New |
| Bright Futures Wealth Management, LLC. | Wealth advisor | 12.9K | $115K | 0.1% | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 12.1K | $108K | 0.0% | Held |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 10.7K | $96K | 0.0% | New |
| Waverly Advisors, LLC | Wealth advisor | 10.5K | $94K | 0.0% | Held |
| AE Wealth Management LLC | Wealth advisor | 6.7K | $60K | 0.0% | Held |
| UBS Group AG | Bank broker | 5.4K | $48K | 0.0% | -77.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.