SMI 3Fourteen Full-Cycle Trend ETF
FCTE
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.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
36% more funds holding
Funds holding: 25 → 34 (+9)
17% more capital invested
Capital invested by funds: $86.4M → $101M (+$14.3M)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
1.27% more ownership
Funds ownership: 22.59% → 23.86% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$1.51M |
| 2 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
+$1.42M |
| 3 |
BIG
Brookwood Investment Group
Phoenix,
Arizona
|
+$1.18M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$1.08M |
| 5 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$2.45M |
| 2 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
-$517K |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$506K |
| 4 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
-$414K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$326K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $33.9K | -$134K | -5,264 | -81% |
|
27
Morgan Stanley
New York
| $25.6K | – | – | – |
|
|
AF
28
Allworth Financial
Folsom,
California
| $10.1K | +$9.66K | +378 | New |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9.84K | – | – | – |
|
|
DRS
30
Deane Retirement Strategies
New Orleans,
Louisiana
| $9.26K | +$8.89K | +348 | New |
|
|
SIS
31
Sound Income Strategies
Ft Lauderdale,
Florida
| $5.37K | +$5.16K | +202 | New |
|
|
FMP
32
Financial Management Professionals
Austin,
Texas
| $5.32K | – | – | – |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | +$5.26K | +206 | New |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$49.5K | -1,938 | -97% |
|
|
TF
35
Trek Financial
Scottsdale,
Arizona
| – | -$2.45M | -97,555 | Closed |
|
|
SIM
36
Stratos Investment Management
Beachwood,
Ohio
| – | -$517K | -20,572 | Closed |
|
|
FWM
37
Foguth Wealth Management
Brighton,
Michigan
| – | -$414K | -16,490 | Closed |
|
|
AA
38
Ancora Advisors
Cleveland,
Ohio
| – | -$326K | -13,000 | Closed |
|
FCTE Hedge Fund Activity: Q2 2025 in Review
34 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in SMI 3Fourteen Full-Cycle Trend ETF (FCTE) for Q2 2025, worth a combined $101M — up 17% from $86.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FCTE positions and 4 closed out — a net gain of 9 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was GTS Securities, adding an estimated $1.51M. The largest seller was Trek Financial, exiting entirely with an estimated $2.45M sold.
- 34 institutional investors held SMI 3Fourteen Full-Cycle Trend ETF (FCTE) as of Q2 2025, up from 25 in Q1 2025.
- Funds reported $101M of SMI 3Fourteen Full-Cycle Trend ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 13 funds opened new SMI 3Fourteen Full-Cycle Trend ETF positions in Q2 2025 and 4 closed out, a net change of +9 holders.
- The largest SMI 3Fourteen Full-Cycle Trend ETF buyer in Q2 2025 was GTS Securities, an estimated $1.51M added.
- The largest SMI 3Fourteen Full-Cycle Trend ETF seller in Q2 2025 was Trek Financial, an estimated $2.45M sold.
Based on aggregated 13F filings for Q2 2025.