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FCTE Institutional Ownership

SMI 3Fourteen Full-Cycle Trend ETF
1W: +0.9% 1M: +3.8% 3M: +1.2% YTD: +17.3% 1Y: +11.9%
$29.48
+0.22 (+0.74%)
 
Weekly Expected Move ±2.2%
$28 $29 $29 $30 $31
ETF NASDAQ · AUM $589.9M

Institutional Ownership — FCTE

20
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
2
New Positions
2
Increased
10
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (28 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SMI Advisory Services, LLC 2,335,162 $69M +22,337 +1.0% 8Q SEC ↗
2 THEORY FINANCIAL LLC 281,444 $8M -23,450 -7.7% 8Q SEC ↗
3 VestGen Advisors, LLC 56,461 $2M -2,000 -3.4% 6Q SEC ↗
4 IFP Advisors, Inc 52,710 $2M -3,134 -5.6% 8Q SEC ↗
5 Cambridge Investment Research Advisors 21,496 $634K +617 +3.0% 6Q SEC ↗
6 GTS SECURITIES LLC 17,680 $521K -2,383 -11.9% 8Q SEC ↗
7 NCM Capital Management, LLC 16,600 $489K — +0.0% 8Q SEC ↗
8 HRT FINANCIAL LP NEW 11,319 $334K — +0.0% 1Q SEC ↗
9 ROYAL BANK OF CANADA NEW 6,600 $195K — +0.0% 1Q SEC ↗
10 MORGAN STANLEY 2,362 $70K — +0.0% 8Q SEC ↗
11 JPMORGAN CHASE & CO 1,496 $44K — +0.0% 2Q SEC ↗
12 EVOLUTION WEALTH MANAGEMENT INC. 776 $23K — +0.0% 3Q SEC ↗
13 Principia Wealth Advisory, LLC 368 $11K — +0.0% 3Q SEC ↗
14 Financial Management Professionals, In 200 $6K — +0.0% 8Q SEC ↗
15 Qube Research & Technologies Ltd 143 $4K -2 -1.4% 2Q SEC ↗
16 UBS Group AG 0 $0K -1,264 -100.0% 6Q SEC ↗
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -505 -100.0% 1Q SEC ↗
18 SFI Advisors, LLC 0 $0K -14,453 -100.0% 3Q SEC ↗
19 CWM, LLC 0 $0K -206 -100.0% 3Q SEC ↗
20 BANK OF AMERICA CORP /DE 0 $0K -358 -100.0% 1Q SEC ↗
21 Thrivent Financial for Lutherans 0 $0K -9,492 -100.0% 1Q SEC ↗
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -32,704 -100.0% 2Q SEC ↗
23 JANE STREET GROUP, LLC 0 $0K -9,194 -100.0% 1Q SEC ↗
24 FLOW TRADERS U.S. LLC 0 $0K -10,155 -100.0% 3Q SEC ↗
25 Sound Income Strategies, LLC 0 $0K -202 -100.0% 4Q SEC ↗
26 Brookwood Investment Group LLC 0 $0K -47,833 -100.0% 3Q SEC ↗
27 Blue Trust, Inc. 0 $0K -265 -100.0% 1Q SEC ↗
28 Accurate Wealth Management, LLC 0 $0K -8,117 -100.0% 5Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
HRT FINANCIAL LP 11,319 $334K
ROYAL BANK OF CANADA 6,600 $195K
Biggest Increases (2)
HolderAddedChange %Total Shares
SMI Advisory Services, LLC +22,337 +1.0% 2,335,162
Cambridge Investment Research Advis +617 +3.0% 21,496
Biggest Decreases (5)
HolderReducedChange %Total Shares
THEORY FINANCIAL LLC -23,450 -7.7% 281,444
IFP Advisors, Inc -3,134 -5.6% 52,710
GTS SECURITIES LLC -2,383 -11.9% 17,680
VestGen Advisors, LLC -2,000 -3.4% 56,461
Qube Research & Technologies Ltd -2 -1.4% 143

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