Ticker: FMHI CUSIP: 33739P301 Class: MUNI HI INCM ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Stonebridge Financial Planning Group, LLC | 12,552 | $602 |
| CRUX WEALTH ADVISORS | 6,364 | $305 |
| Camelot Portfolios, LLC | 2,000 | $96 |
| Bison Wealth, LLC | 6,909 | $329 |
| SRS Capital Advisors, Inc. | 27,494 | $1,318 |
| Koshinski Asset Management, Inc. | 9,574 | $459 |
| Brooklyn Investment Group | 7,385 | $354 |
| Tower Research Capital LLC (TRC) | 8,743 | $419 |
| FLOW TRADERS U.S. LLC | 17,591 | $1 |
| Dakota Wealth Management | 7,368 | $353 |
| Arkadios Wealth Advisors | 6,683 | $320 |
| &PARTNERS | 17,141 | $822 |
| GOLDMAN SACHS GROUP INC | 18,351 | $880 |
| Mariner, LLC | 6,828 | $327 |
| Legacy Wealth Managment, LLC/ID | 181 | $9 |
| TUCKER ASSET MANAGEMENT LLC | 214 | $10 |
| BROWN BROTHERS HARRIMAN & CO | 338 | $16 |
| FLAGSHIP HARBOR ADVISORS, LLC | 150 | $7 |
| FINANCIAL CONSULATE, INC | 10 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Plan Group Financial, LLC | 60,083 | 82,516 | +22,433 (+37.3%) |
| Financial Partners Group, Inc | 198,253 | 227,133 | +28,880 (+14.6%) |
| EnRich Financial Partners LLC | 174,950 | 176,821 | +1,871 (+1.1%) |
| Meeder Advisory Services, Inc. | 449,655 | 488,345 | +38,690 (+8.6%) |
| Synergy Investment Management, LLC | 27,975 | 36,320 | +8,345 (+29.8%) |
| AJ Advisors, LLC | 56,102 | 60,429 | +4,327 (+7.7%) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10,157 | 61,087 | +50,930 (+501.4%) |
| ShoreHaven Wealth Partners, LLC | 45,541 | 49,860 | +4,319 (+9.5%) |
| Stewardship Advisors, LLC | 76,848 | 81,744 | +4,896 (+6.4%) |
| Evergreen Private Wealth LLC | 34,888 | 37,912 | +3,024 (+8.7%) |
| Vise Technologies, Inc. | 47,252 | 116,797 | +69,545 (+147.2%) |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 15,578 | 16,354 | +776 (+5.0%) |
| RFG Advisory, LLC | 9,984 | 34,599 | +24,615 (+246.5%) |
| Curran Financial Partners, LLC | 15,364 | 17,895 | +2,531 (+16.5%) |
| OPPENHEIMER & CO INC | 26,776 | 48,517 | +21,741 (+81.2%) |
| Main Street Financial Solutions, LLC | 22,346 | 25,965 | +3,619 (+16.2%) |
| NewEdge Advisors, LLC | 218,162 | 252,733 | +34,571 (+15.8%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 29,725 | 43,956 | +14,231 (+47.9%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,552,746 | 1,604,484 | +51,738 (+3.3%) |
| DAYMARK WEALTH PARTNERS, LLC | 45,967 | 50,525 | +4,558 (+9.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Platform Technology Partners | 43,921 | 19,060 | -24,861 (-56.6%) |
| Principle Wealth Partners LLC | 287,319 | 230,094 | -57,225 (-19.9%) |
| Manhattan West Asset Management, LLC | 214,561 | 212,202 | -2,359 (-1.1%) |
| GSG Advisors LLC | 43,083 | 27,163 | -15,920 (-37.0%) |
| ASHTON THOMAS SECURITIES, LLC | 140,845 | 136,878 | -3,967 (-2.8%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 114,681 | 23,018 | -91,663 (-79.9%) |
| Elequin Capital, LP | 30,767 | 7,105 | -23,662 (-76.9%) |
| Crumly & Associates Inc. | 79,447 | 77,854 | -1,593 (-2.0%) |
| FLAGSTAR ADVISORS INC | 7,735 | 4,814 | -2,921 (-37.8%) |
| Traction Financial Partners, LLC | 20,969 | 20,465 | -504 (-2.4%) |
| Total Clarity Wealth Management, Inc. | 6,367 | 4,315 | -2,052 (-32.2%) |
| OneAscent Financial Services LLC | 12,937 | 9,678 | -3,259 (-25.2%) |
| Integrated Wealth Concepts LLC | 49,179 | 30,745 | -18,434 (-37.5%) |
| STEPHENS INC /AR/ | 60,629 | 45,738 | -14,891 (-24.6%) |
| Triton Wealth Management, PLLC | 23,819 | 23,428 | -391 (-1.6%) |
| Marshall Financial Group LLC | 13,479 | 12,362 | -1,117 (-8.3%) |
| Cyndeo Wealth Partners, LLC | 93,046 | 92,000 | -1,046 (-1.1%) |
| Sigma Planning Corp | 10,233 | 6,942 | -3,291 (-32.2%) |
| Gladstone Institutional Advisory LLC | 12,262 | 9,704 | -2,558 (-20.9%) |
| Prospera Financial Services Inc | 11,530 | 7,410 | -4,120 (-35.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Aurora Private Wealth, Inc. | 7,441 | $0 |
| Visionary Wealth Advisors | 26,359 | $1,252 |
| Ameritas Advisory Services, LLC | 12,805 | $608 |
| B. Riley Wealth Advisors, Inc. | 6,310 | $300 |
| Wealthcare Advisory Partners LLC | 8,400 | $399 |
| JANE STREET GROUP, LLC | 45,622 | $2,168 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,460 | $402 |
| MPWM ADVISORY SOLUTIONS, LLC | 104 | $5 |
| PRINCIPAL SECURITIES, INC. | 267 | $13 |
| BARCLAYS PLC | 22 | $1 |