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FCTE

SMI 3Fourteen Full-Cycle Trend ETF

26 hedge funds and large institutions have $110M invested in SMI 3Fourteen Full-Cycle Trend ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

37% more funds holding

Funds holding: 1926 (+7)

0.21% more ownership

Funds ownership: 24.46%24.67% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $110M → $110M (-$126K)

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
8
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$60.5M +$1.76M +65,261 +3%
TF
2
Trek Financial
Arizona
$24.6M -$8.05M -298,615 -24%
FEG
3
Financial Enhancement Group
Indiana
$5.94M +$6.16M +228,333 New
TF
4
Theory Financial
Colorado
$4.7M +$1.12M +41,491 +30%
GS
5
GTS Securities
New York
$3.08M +$2.42M +89,929 +314%
SWA
6
Stratos Wealth Advisors
Ohio
$2.69M +$2.94K +109 +0.1%
JSL
7
JT Stratford LLC
Georgia
$1.43M +$1.49M +55,102 New
IA
8
IFP Advisors
Florida
$1.13M -$656K -24,330 -36%
LFG
9
Larson Financial Group
Missouri
$987K +$1.03M +38,051 New
PFA
10
Peak Financial Advisors
Colorado
$926K +$74.5K +2,763 +8%
Jane Street
11
Jane Street
New York
$694K -$417K -15,468 -37%
NCM
12
NCM Capital Management
New Jersey
$629K +$427K +15,850 +189%
MML Investors Services
13
MML Investors Services
Massachusetts
$493K +$512K +19,003 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$482K +$501K +18,578 New
FWM
15
Foguth Wealth Management
Michigan
$455K +$445K +16,490 New
OMC
16
Old Mission Capital
Illinois
$402K +$418K +15,518 New
Citadel Advisors
17
Citadel Advisors
Florida
$295K +$307K +11,388 New
FS
18
Ferguson Shapiro
Georgia
$225K -$129K -4,782 -36%
HH
19
Hilltop Holdings
Texas
$217K +$225K +8,353 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$170K +$13.3K +494 +8%
UBS Group
21
UBS Group
Switzerland
$115K +$120K +4,438 New
AA
22
Ancora Advisors
Ohio
$77.8K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$57K +$45.7K +1,694 +339%
Morgan Stanley
24
Morgan Stanley
New York
$25K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$9.59K +$9.97K +370 New

FCTE Hedge Fund Activity: Q4 2024 in Review

26 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SMI 3Fourteen Full-Cycle Trend ETF (FCTE) for Q4 2024, worth a combined $110M — down 0.11% from $110M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FCTE positions and 4 closed out — a net gain of 7 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $6.16M. The largest seller was Trek Financial, cutting an estimated $8.05M.

  • 26 institutional investors held SMI 3Fourteen Full-Cycle Trend ETF (FCTE) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $110M of SMI 3Fourteen Full-Cycle Trend ETF stock for Q4 2024, down 0.11% quarter-over-quarter.
  • 11 funds opened new SMI 3Fourteen Full-Cycle Trend ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest SMI 3Fourteen Full-Cycle Trend ETF buyer in Q4 2024 was Financial Enhancement Group, an estimated $6.16M added.
  • The largest SMI 3Fourteen Full-Cycle Trend ETF seller in Q4 2024 was Trek Financial, an estimated $8.05M sold.

Based on aggregated 13F filings for Q4 2024.