FCTE

SMI 3Fourteen Full-Cycle Trend ETF
FCTE

Overview Fund Activity

34 hedge funds and large institutions have $101M invested in SMI 3Fourteen Full-Cycle Trend ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+9
Holders Change %
+36%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
9
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
GTS Securities
New York
+$1.58M
2
SAS
SMI Advisory Services
Indiana
+$1.44M
3
BIG
Brookwood Investment Group
Arizona
+$1.23M
4
PCP
Proficio Capital Partners
Massachusetts
+$1.12M
5
PFA
Peak Financial Advisors
Colorado
+$716K

Top Sellers

1
TF
Trek Financial
Arizona
-$2.45M
2
SWA
Stratos Wealth Advisors
Ohio
-$527K
3
SIM
Stratos Investment Management
Ohio
-$517K
4
FWM
Foguth Wealth Management
Michigan
-$414K
5
AA
Ancora Advisors
Ohio
-$326K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$33.9K -$140K -5,264 -81%
Morgan Stanley
27
Morgan Stanley
New York
$25.6K – – –
AF
28
Allworth Financial
California
$10.1K +$10.1K +378 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$9.84K – – –
DRS
30
Deane Retirement Strategies
Louisiana
$9.26K +$9.26K +348 New
SIS
31
Sound Income Strategies
Florida
$5.37K +$5.37K +202 New
FMP
32
Financial Management Professionals
Texas
$5.32K – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +206 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1K -$34.6K -1,938 -97%
TF
35
Trek Financial
Arizona
– -$2.45M -97,555 Closed
SIM
36
Stratos Investment Management
Ohio
– -$517K -20,572 Closed
FWM
37
Foguth Wealth Management
Michigan
– -$414K -16,490 Closed
AA
38
Ancora Advisors
Ohio
– -$326K -13,000 Closed
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