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FTMH Institutional Ownership

Franklin Municipal High Yield ETF
1W: -0.2% 1M: -4.4% 3M: -8.4% YTD: -5.8%
$10.85
+0.01 (+0.05%)
 
Weekly Expected Move ±1.1%
$11 $11 $11 $11 $11
ETF AMEX · AUM $532.7M

Institutional Ownership — FTMH

101
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
148M
Total Invested
21
New Positions
40
Increased
22
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (107 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HighTower Advisors, LLC 1,649,156 $18M -57,756 -3.4% 3Q SEC ↗
2 LPL Financial LLC 1,460,042 $16M +324,462 +28.6% 3Q SEC ↗
3 UBS Group AG 768,184 $8M +41,956 +5.8% 3Q SEC ↗
4 BANK OF AMERICA CORP /DE 756,106 $8M +129,529 +20.7% 3Q SEC ↗
5 Stratos Investment Management, LLC NEW 744,760 $8M — +0.0% 1Q SEC ↗
6 CAPTRUST FINANCIAL ADVISORS 683,996 $7M +21,077 +3.2% 3Q SEC ↗
7 MORGAN STANLEY 683,128 $7M +158,719 +30.3% 3Q SEC ↗
8 Prentice Wealth Management LLC 524,311 $6M +39,538 +8.2% 2Q SEC ↗
9 WELLS FARGO & COMPANY/MN 506,404 $5M +436,188 +621.2% 3Q SEC ↗
10 RAYMOND JAMES FINANCIAL INC 390,532 $4M +198,664 +103.5% 3Q SEC ↗
11 ENVESTNET ASSET MANAGEMENT INC 316,696 $3M +39,521 +14.3% 3Q SEC ↗
12 AMERIPRISE FINANCIAL INC 294,437 $3M +181,167 +159.9% 3Q SEC ↗
13 JANE STREET GROUP, LLC 256,629 $3M +163,844 +176.6% 3Q SEC ↗
14 Cetera Investment Advisers 246,673 $3M +37,564 +18.0% 3Q SEC ↗
15 Palatine Hill Wealth Management, LLC 203,333 $2M +16,581 +8.9% 2Q SEC ↗
16 Bensler, LLC NEW 190,856 $2M — +0.0% 1Q SEC ↗
17 TRUIST FINANCIAL CORP 189,947 $2M -1,118 -0.6% 3Q SEC ↗
18 BARNES PETTEY FINANCIAL ADVISORS, LLC 169,118 $2M +1,764 +1.1% 3Q SEC ↗
19 OSAIC HOLDINGS, INC. 162,603 $2M +50,740 +45.4% 3Q SEC ↗
20 &PARTNERS 149,138 $2M +13,408 +9.9% 3Q SEC ↗
21 COMMONWEALTH EQUITY SERVICES, LLC 125,634 $1M -1,833 -1.4% 3Q SEC ↗
22 Elequin Capital, LP NEW 107,780 $1M — +0.0% 1Q SEC ↗
23 RIVERSEDGE ADVISORS, LLC 106,735 $1M -7,358 -6.4% 2Q SEC ↗
24 JONES FINANCIAL COMPANIES LLLP 103,016 $1M +47,418 +85.3% 3Q SEC ↗
25 Waverly Advisors, LLC 91,452 $992K -10,194 -10.0% 3Q SEC ↗
26 ROYAL BANK OF CANADA 90,460 $981K +15,151 +20.1% 3Q SEC ↗
27 McAdam, LLC NEW 86,983 $944K — +0.0% 1Q SEC ↗
28 Bank of New York Mellon Corp 86,095 $934K -34,966 -28.9% 2Q SEC ↗
29 Creative Planning 77,758 $844K +61,981 +392.9% 3Q SEC ↗
30 Rockefeller Capital Management L.P. 70,568 $766K +5,266 +8.1% 3Q SEC ↗
31 OLD MISSION CAPITAL LLC 69,374 $753K -9,058 -11.5% 3Q SEC ↗
32 Strategic Financial Concepts, LLC 58,251 $632K -820 -1.4% 2Q SEC ↗
33 GOLDMAN SACHS GROUP INC NEW 52,840 $573K — +0.0% 1Q SEC ↗
34 Apollon Wealth Management, LLC 52,618 $571K — +0.0% 3Q SEC ↗
35 Cambridge Investment Research Advisors 46,628 $506K -1,244 -2.6% 3Q SEC ↗
36 Bill Few Associates, Inc. 38,902 $422K +5,102 +15.1% 2Q SEC ↗
37 MML INVESTORS SERVICES, LLC 38,803 $421K +5,312 +15.9% 3Q SEC ↗
38 Archer Investment Corp 38,579 $419K -850 -2.2% 3Q SEC ↗
39 Kestra Advisory Services, LLC 36,971 $401K +618 +1.7% 3Q SEC ↗
40 OPPENHEIMER & CO INC 36,726 $398K +10,118 +38.0% 3Q SEC ↗
41 MERCER GLOBAL ADVISORS INC /ADV 35,304 $383K +20 +0.1% 2Q SEC ↗
42 Equitable Holdings, Inc. NEW 35,154 $381K — +0.0% 1Q SEC ↗
43 Avior Wealth Management, LLC 34,937 $379K — +0.0% 2Q SEC ↗
44 Pinnacle Financial Partners, Inc. 34,520 $375K +2,866 +9.1% 2Q SEC ↗
45 Riverbend Wealth Management, LLC NEW 34,034 $369K — +0.0% 1Q SEC ↗
46 Cullen/Frost Bankers, Inc. 32,336 $351K +8,383 +35.0% 2Q SEC ↗
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 31,743 $344K +12,771 +67.3% 3Q SEC ↗
48 NATIXIS ADVISORS, LLC NEW 31,606 $343K — +0.0% 1Q SEC ↗
49 OneAscent Financial Services LLC 28,029 $304K +233 +0.8% 3Q SEC ↗
50 INDEPENDENT FINANCIAL GROUP, LLC 24,619 $267K +9,546 +63.3% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +436,188 +621.2% 506,404
LPL Financial LLC +324,462 +28.6% 1,460,042
RAYMOND JAMES FINANCIAL INC +198,664 +103.5% 390,532
AMERIPRISE FINANCIAL INC +181,167 +159.9% 294,437
JANE STREET GROUP, LLC +163,844 +176.6% 256,629
MORGAN STANLEY +158,719 +30.3% 683,128
BANK OF AMERICA CORP /DE +129,529 +20.7% 756,106
Creative Planning +61,981 +392.9% 77,758
OSAIC HOLDINGS, INC. +50,740 +45.4% 162,603
JONES FINANCIAL COMPANIES LLLP +47,418 +85.3% 103,016
UBS Group AG +41,956 +5.8% 768,184
Prentice Wealth Management LLC +39,538 +8.2% 524,311
ENVESTNET ASSET MANAGEMENT INC +39,521 +14.3% 316,696
Cetera Investment Advisers +37,564 +18.0% 246,673
CAPTRUST FINANCIAL ADVISORS +21,077 +3.2% 683,996
Palatine Hill Wealth Management, LL +16,581 +8.9% 203,333
ROYAL BANK OF CANADA +15,151 +20.1% 90,460
&PARTNERS +13,408 +9.9% 149,138
NORTHWESTERN MUTUAL WEALTH MANAGEME +12,771 +67.3% 31,743
OPPENHEIMER & CO INC +10,118 +38.0% 36,726
Biggest Decreases (16)
HolderReducedChange %Total Shares
HighTower Advisors, LLC -57,756 -3.4% 1,649,156
Bank of New York Mellon Corp -34,966 -28.9% 86,095
Waverly Advisors, LLC -10,194 -10.0% 91,452
OLD MISSION CAPITAL LLC -9,058 -11.5% 69,374
RIVERSEDGE ADVISORS, LLC -7,358 -6.4% 106,735
RMR Wealth Builders -5,955 -33.7% 11,730
COZAD ASSET MANAGEMENT INC -2,122 -15.6% 11,496
COMMONWEALTH EQUITY SERVICES, LLC -1,833 -1.4% 125,634
Cambridge Investment Research Advis -1,244 -2.6% 46,628
TRUIST FINANCIAL CORP -1,118 -0.6% 189,947
Archer Investment Corp -850 -2.2% 38,579
Strategic Financial Concepts, LLC -820 -1.4% 58,251
JPMORGAN CHASE & CO -692 -95.4% 33
STIFEL FINANCIAL CORP -251 -1.2% 20,710
FRANKLIN RESOURCES INC -45 -1.5% 2,968
Capital Analysts, LLC -42 -7.1% 548

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms