LWM
FCTE

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

Lionsbridge 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
2024
Q4 		– Sell
-40,714
Closed -$1.13M – 76
2024
Q3 		$1.13M Buy
+40,714
New +$1.07M 0.89% 40

Other funds holding FCTE

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Lionsbridge Wealth Management's FCTE Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of SMI 3Fourteen Full-Cycle Trend ETF (FCTE) in Q4 2024, closing a stake of 40,714 shares — an estimated $1.13M sold.

Lionsbridge Wealth Management first reported a position in FCTE in Q3 2024 and held it in 1 quarter. The position peaked at $1.13M in Q3 2024. 26 funds tracked by Wall St. Rank hold FCTE as of Q4 2024.

  • Lionsbridge Wealth Management reported no remaining SMI 3Fourteen Full-Cycle Trend ETF position as of Q4 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 40,714 SMI 3Fourteen Full-Cycle Trend ETF shares in Q4 2024, an estimated $1.13M.
  • Lionsbridge Wealth Management first reported a position in SMI 3Fourteen Full-Cycle Trend ETF in Q3 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's SMI 3Fourteen Full-Cycle Trend ETF position peaked at $1.13M in Q3 2024.
  • 26 funds tracked by Wall St. Rank held SMI 3Fourteen Full-Cycle Trend ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.