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FTNJ Institutional Ownership

Franklin New Jersey Municipal Income ETF
1W: +0.2% 1M: -3.4% 3M: -6.3% YTD: -5.3%
$8.26
-0.03 (-0.30%)
 
Weekly Expected Move ±1.0%
$8 $8 $8 $8 $8
ETF AMEX · AUM $165.3M

Institutional Ownership — FTNJ

42
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
19M
Total Invested
12
New Positions
15
Increased
9
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 332,949 3M +103,591 +45.2% 3Q SEC ↗
2 WELLS FARGO & COMPANY/MN 318,316 3M +156,892 +97.2% 3Q SEC ↗
3 BANK OF AMERICA CORP /DE 311,323 3M +20,553 +7.1% 3Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 170,057 1M +9,830 +6.1% 3Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 150,220 1M +25,383 +20.3% 3Q SEC ↗
6 Cetera Investment Advisers 146,269 1M +42,012 +40.3% 3Q SEC ↗
7 HighTower Advisors, LLC 68,783 568K +48,017 +231.2% 2Q SEC ↗
8 JANE STREET GROUP, LLC 57,407 474K -238,850 -80.6% 3Q SEC ↗
9 JONES FINANCIAL COMPANIES LLLP 52,993 438K +28,881 +119.8% 3Q SEC ↗
10 AMERIPRISE FINANCIAL INC 43,297 358K — +0.0% 3Q SEC ↗
11 Elequin Capital, LP NEW 38,774 320K — +0.0% 1Q SEC ↗
12 MORGAN STANLEY 37,556 310K -8,886 -19.1% 3Q SEC ↗
13 Private Advisor Group, LLC 37,014 306K +13,346 +56.4% 3Q SEC ↗
14 Equitable Holdings, Inc. NEW 29,692 245K — +0.0% 1Q SEC ↗
15 WEIK CAPITAL MANAGEMENT NEW 28,910 239K — +0.0% 1Q SEC ↗
16 Meeder Advisory Services, Inc. 27,655 228K — +0.0% 3Q SEC ↗
17 OSAIC HOLDINGS, INC. NEW 26,710 221K — +0.0% 1Q SEC ↗
18 ENVESTNET ASSET MANAGEMENT INC 25,373 210K +1,531 +6.4% 3Q SEC ↗
19 ALTFEST L J & CO INC NEW 24,247 200K — +0.0% 1Q SEC ↗
20 Marion Wealth Management NEW 22,753 188K — +0.0% 1Q SEC ↗
21 Kestra Advisory Services, LLC NEW 21,209 175K — +0.0% 1Q SEC ↗
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 15,306 126K — +0.0% 3Q SEC ↗
23 FLYNN ZITO CAPITAL MANAGEMENT, LLC 15,213 126K +164 +1.1% 3Q SEC ↗
24 Lido Advisors, LLC 14,730 122K +130 +0.9% 3Q SEC ↗
25 VICUS CAPITAL 14,554 120K +129 +0.9% 3Q SEC ↗
26 ALBION FINANCIAL GROUP /UT 14,050 116K +12,650 +903.6% 2Q SEC ↗
27 Belpointe Asset Management LLC NEW 12,500 103K — +0.0% 1Q SEC ↗
28 Fortis Capital Advisors, LLC NEW 12,500 103K — +0.0% 1Q SEC ↗
29 KEYVANTAGE WEALTH, LLC NEW 11,433 94K — +0.0% 1Q SEC ↗
30 Cambridge Investment Research Advisors 10,806 89K — +0.0% 3Q SEC ↗
31 Maridea Wealth Management LLC 10,273 85K -6,870 -40.1% 2Q SEC ↗
32 CARY STREET PARTNERS FINANCIAL LLC NEW 10,217 84K — +0.0% 1Q SEC ↗
33 ROYAL BANK OF CANADA 7,757 64K -14,227 -64.7% 2Q SEC ↗
34 Global Retirement Partners, LLC NEW 5,295 44K — +0.0% 1Q SEC ↗
35 MassMutual Private Wealth & Trust, FSB 3,930 32K +1,535 +64.1% 2Q SEC ↗
36 Farther Finance Advisors, LLC 2,738 23K — +0.0% 2Q SEC ↗
37 Axiom Investment Management LLC 614 5K — +0.0% 2Q SEC ↗
38 UBS Group AG 0 0K -3,995 -100.0% 1Q SEC ↗
39 World Investment Advisors 0 0K -10,629 -100.0% 2Q SEC ↗
40 Mariner, LLC 0 0K -15,428 -100.0% 2Q SEC ↗
41 HRT FINANCIAL LP 0 0K -11,924 -100.0% 1Q SEC ↗
42 OLD MISSION CAPITAL LLC 0 0K -88,574 -100.0% 1Q SEC ↗
43 MAI Capital Management 0 0K -9,617 -100.0% 2Q SEC ↗
44 GOLDMAN SACHS GROUP INC 0 0K -50,246 -100.0% 1Q SEC ↗
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -10,459 -100.0% 1Q SEC ↗

Recent Activity

Sold Out (8)
HolderPrev SharesPrev Value
OLD MISSION CAPITAL LLC 88,574 732K
GOLDMAN SACHS GROUP INC 50,246 415K
Mariner, LLC 15,428 127K
HRT FINANCIAL LP 11,924 98K
World Investment Advisors 10,629 88K
SUSQUEHANNA INTERNATIONAL GROUP, LL 10,459 86K
MAI Capital Management 9,617 79K
UBS Group AG 3,995 33K
Biggest Increases (15)
HolderAddedChange %Total Shares
WELLS FARGO & COMPANY/MN +156,892 +97.2% 318,316
LPL Financial LLC +103,591 +45.2% 332,949
HighTower Advisors, LLC +48,017 +231.2% 68,783
Cetera Investment Advisers +42,012 +40.3% 146,269
JONES FINANCIAL COMPANIES LLLP +28,881 +119.8% 52,993
RAYMOND JAMES FINANCIAL INC +25,383 +20.3% 150,220
BANK OF AMERICA CORP /DE +20,553 +7.1% 311,323
Private Advisor Group, LLC +13,346 +56.4% 37,014
ALBION FINANCIAL GROUP /UT +12,650 +903.6% 14,050
COMMONWEALTH EQUITY SERVICES, LLC +9,830 +6.1% 170,057
MassMutual Private Wealth & Trust, +1,535 +64.1% 3,930
ENVESTNET ASSET MANAGEMENT INC +1,531 +6.4% 25,373
FLYNN ZITO CAPITAL MANAGEMENT, LLC +164 +1.1% 15,213
Lido Advisors, LLC +130 +0.9% 14,730
VICUS CAPITAL +129 +0.9% 14,554
Biggest Decreases (4)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -238,850 -80.6% 57,407
ROYAL BANK OF CANADA -14,227 -64.7% 7,757
MORGAN STANLEY -8,886 -19.1% 37,556
Maridea Wealth Management LLC -6,870 -40.1% 10,273

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