FCTE

SMI 3Fourteen Full-Cycle Trend ETF
FCTE

Overview Fund Activity

25 hedge funds and large institutions have $86.4M invested in SMI 3Fourteen Full-Cycle Trend ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
6
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
1
SMI Advisory Services
Indiana
$63.9M
2
VA
2
VestGen Advisors
Illinois
$2.55M
3
PCP
3
Proficio Capital Partners
Massachusetts
$648K
4
AWM
4
Accurate Wealth Management
Florida
$595K
5
SIM
5
Stratos Investment Management
Ohio
$517K

Top Sellers

1
TF
1
Trek Financial
Arizona
$2.45M
2
FEG
2
Financial Enhancement Group
Indiana
$2.83M
3
GS
3
GTS Securities
New York
$654K
4
LFG
4
Larson Financial Group
Missouri
$0
5
SWA
5
Stratos Wealth Advisors
Ohio
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
SAS
1
SMI Advisory Services
Indiana
$63.9M 2,788,191 +465,661 +20%
TF
2
Theory Financial
Colorado
$4.74M 188,649 +7,362 +4%
FEG
3
Financial Enhancement Group
Indiana
$2.83M 118,587 -109,746 -48%
VA
4
VestGen Advisors
Illinois
$2.55M 101,748 +101,748 New
TF
5
Trek Financial
Arizona
$2.45M 97,555 -849,946 -90%
SWA
6
Stratos Wealth Advisors
Ohio
$1.69M 67,211 -36,647 -35%
JSL
7
JT Stratford LLC
Georgia
$1.22M 48,421 -6,681 -12%
IA
8
IFP Advisors
Florida
$1.11M 44,328 +625 +1%
PFA
9
Peak Financial Advisors
Colorado
$876K 34,894 -823 -2%
GS
10
GTS Securities
New York
$654K 26,026 -92,583 -78%
PCP
11
Proficio Capital Partners
Massachusetts
$648K 25,800 +25,800 New
AWM
12
Accurate Wealth Management
Florida
$595K 24,505 +24,505 New
NCM
13
NCM Capital Management
New Jersey
$584K 23,250 -1,000 -4%
SIM
14
Stratos Investment Management
Ohio
$517K 20,572 +20,572 New
FWM
15
Foguth Wealth Management
Michigan
$414K 16,490 – –
AA
16
Ancora Advisors
Ohio
$326K 13,000 +10,000 +333%
SPWM
17
Straight Path Wealth Management
Michigan
$284K 11,313 +11,313 New
HH
18
Hilltop Holdings
Texas
$277K 11,046 +2,693 +32%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$246K 9,802 +9,802 New
UBS Group
20
UBS Group
Switzerland
$242K 9,638 +5,200 +117%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$164K 6,539 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$50K 1,994 -200 -9%
Morgan Stanley
23
Morgan Stanley
New York
$24.2K 964 – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$9.29K 370 – –
FMP
25
Financial Management Professionals
Texas
$5.02K 200 – –
1
2