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EverSource Wealth Advisors’s Flotek Industries FTK Stock Holding History

EverSource Wealth Advisors’s Portfolio FTK Stock Details FTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188 Sell
8
-180
-96% -$3.48K ﹤0.01% 4255
2026
Q1 		$3.19K Sell
188
-450
-71% -$7.73K ﹤0.01% 3470
2025
Q4 		$11K Buy
+638
New +$10.1K ﹤0.01% 2748

Other funds holding FTK

SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EverSource Wealth Advisors's FTK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Flotek Industries (FTK) stake by 96% in Q2 2026, selling an estimated $3.48K and leaving 8 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #4255.

EverSource Wealth Advisors first reported a position in FTK in Q4 2025 and has held it in 3 quarters since. The position peaked at $11K in Q4 2025. 10 funds tracked by Wall St. Rank hold FTK as of Q2 2026.

  • EverSource Wealth Advisors held 8 shares of Flotek Industries worth $188 as of Q2 2026.
  • EverSource Wealth Advisors sold 180 Flotek Industries shares in Q2 2026, an estimated $3.48K.
  • Flotek Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4255 holding.
  • EverSource Wealth Advisors first reported a position in Flotek Industries in Q4 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Flotek Industries position peaked at $11K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Flotek Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.