EWM
FCTE

Evolution Wealth Management’s SMI 3Fourteen Full-Cycle Trend ETF FCTE Stock Holding History

Evolution Wealth Management’s Portfolio FCTE Stock Details FCTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.7K Hold
776
– – 0.01% 450
2026
Q1 		$19.1K Hold
776
– – 0.01% 426
2025
Q4 		$19.3K Buy
+776
New +$19.6K 0.02% 359

Other funds holding FCTE

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
NCM
NCM Capital Management Ramsey, New Jersey $324M AUM 36.2% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolution Wealth Management's FCTE Position: Q2 2026 in Review

Evolution Wealth Management held its SMI 3Fourteen Full-Cycle Trend ETF (FCTE) position steady in Q2 2026 at 776 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #450.

Evolution Wealth Management first reported a position in FCTE in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold FCTE as of Q2 2026.

  • Evolution Wealth Management held 776 shares of SMI 3Fourteen Full-Cycle Trend ETF worth $22.7K as of Q2 2026.
  • Evolution Wealth Management left its SMI 3Fourteen Full-Cycle Trend ETF share count unchanged in Q2 2026.
  • SMI 3Fourteen Full-Cycle Trend ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #450 holding.
  • Evolution Wealth Management first reported a position in SMI 3Fourteen Full-Cycle Trend ETF in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held SMI 3Fourteen Full-Cycle Trend ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.