SR
FCTE

Summer Road’s SMI 3Fourteen Full-Cycle Trend ETF FCTE Stock Holding History

Summer Road’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
-500
Closed -$13.1K – 29
2024
Q3 		$13.1K Buy
+500
New +$13.1K 0.01% 20

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 $317M AUM 21.14% 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 $5.54B AUM 27.43% 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

Summer Road's FCTE Position: Q4 2024 in Review

Summer Road sold out of SMI 3Fourteen Full-Cycle Trend ETF (FCTE) in Q4 2024, closing a stake of 500 shares — an estimated $13.1K sold.

Summer Road first reported a position in FCTE in Q3 2024 and held it in 1 quarter. The position peaked at $13.1K in Q3 2024. 26 funds tracked by Wall St. Rank hold FCTE as of Q4 2024.

  • Summer Road reported no remaining SMI 3Fourteen Full-Cycle Trend ETF position as of Q4 2024 after selling out during the quarter.
  • Summer Road sold 500 SMI 3Fourteen Full-Cycle Trend ETF shares in Q4 2024, an estimated $13.1K.
  • Summer Road first reported a position in SMI 3Fourteen Full-Cycle Trend ETF in Q3 2024 and held it in 1 quarter.
  • Summer Road's SMI 3Fourteen Full-Cycle Trend ETF position peaked at $13.1K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held SMI 3Fourteen Full-Cycle Trend ETF as of Q4 2024.

Based on Summer Road's 13F filing for Q4 2024, filed 11 Feb 2025.