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FCTE

SMI 3Fourteen Full-Cycle Trend ETF
FCTE

19 hedge funds and large institutions have $110M invested in SMI 3Fourteen Full-Cycle Trend ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

24.46% more ownership

Funds ownership: 0% → 24.46% (+24%)

Holders
19
Holders Change
+19
Holders Change %
–
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$59.3M
2
TF
Trek Financial
Arizona
+$32.7M
3
TF
Theory Financial
Colorado
+$3.67M
4
SWA
Stratos Wealth Advisors
Ohio
+$2.72M
5
IA
IFP Advisors
Florida
+$1.79M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$62M +$59.3M +2,257,269 New
TF
2
Trek Financial
Arizona
$34.5M +$32.7M +1,246,116 New
TF
3
Theory Financial
Colorado
$3.69M +$3.67M +139,796 New
SWA
4
Stratos Wealth Advisors
Ohio
$2.87M +$2.72M +103,749 New
IA
5
IFP Advisors
Florida
$1.88M +$1.79M +68,033 New
Jane Street
6
Jane Street
New York
$1.17M +$1.11M +42,237 New
LWM
7
Lionsbridge Wealth Management
Florida
$1.13M +$1.07M +40,714 New
PFA
8
Peak Financial Advisors
Colorado
$913K +$865K +32,954 New
GS
9
GTS Securities
New York
$794K +$753K +28,680 New
FS
10
Ferguson Shapiro
Georgia
$372K +$353K +13,442 New
SPWM
11
Straight Path Wealth Management
Michigan
$332K +$314K +11,970 New
NCM
12
NCM Capital Management
New Jersey
$233K +$220K +8,400 New
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$212K +$201K +7,643 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$166K +$159K +6,045 New
AA
15
Ancora Advisors
Ohio
$83.1K +$78.7K +3,000 New
Morgan Stanley
16
Morgan Stanley
New York
$26.7K +$25.3K +964 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14K +$13.1K +500 New
SR
18
Summer Road
Florida
$13.1K +$13.1K +500 New
FMP
19
Financial Management Professionals
Texas
$6K +$5.25K +200 New

FCTE Hedge Fund Activity: Q3 2024 in Review

19 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SMI 3Fourteen Full-Cycle Trend ETF (FCTE) for Q3 2024, worth a combined $110M.

Buyers outnumbered sellers: 19 funds opened new FCTE positions and 0 closed out — a net gain of 19 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was SMI Advisory Services, opening a new position worth an estimated $59.3M.

  • 19 institutional investors held SMI 3Fourteen Full-Cycle Trend ETF (FCTE) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $110M of SMI 3Fourteen Full-Cycle Trend ETF stock for Q3 2024.
  • 19 funds opened new SMI 3Fourteen Full-Cycle Trend ETF positions in Q3 2024 and 0 closed out, a net change of +19 holders.
  • The largest SMI 3Fourteen Full-Cycle Trend ETF buyer in Q3 2024 was SMI Advisory Services, an estimated $59.3M added.

Based on aggregated 13F filings for Q3 2024.