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FCTE

SMI 3Fourteen Full-Cycle Trend ETF
FCTE

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.

New
Increased
Maintained
Reduced
Closed

2.08% less ownership

Funds ownership: 24.67% → 22.59% (-2.1%)

4% less funds holding

Funds holding: 26 → 25 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

22% less capital invested

Capital invested by funds: $110M → $86.4M (-$23.9M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

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
SMI Advisory Services
Indiana
+$12.3M
2
PCP
Proficio Capital Partners
Massachusetts
+$680K
3
AWM
Accurate Wealth Management
Florida
+$646K
4
SIM
Stratos Investment Management
Ohio
+$542K
5
SPWM
Straight Path Wealth Management
Michigan
+$298K

Top Sellers

1
TF
Trek Financial
Arizona
-$22.4M
2
FEG
Financial Enhancement Group
Indiana
-$2.89M
3
GS
GTS Securities
New York
-$2.44M
4
LFG
Larson Financial Group
Missouri
-$987K
5
SWA
Stratos Wealth Advisors
Ohio
-$965K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1
SMI Advisory Services
Indiana
$63.9M +$12.3M +465,661 +20%
TF
2
Theory Financial
Colorado
$4.74M +$194K +7,362 +4%
FEG
3
Financial Enhancement Group
Indiana
$2.83M -$2.89M -109,746 -48%
VA
4
VestGen Advisors
Illinois
$2.55M +$2.68M +101,748 New
TF
5
Trek Financial
Arizona
$2.45M -$22.4M -849,946 -90%
SWA
6
Stratos Wealth Advisors
Ohio
$1.69M -$965K -36,647 -35%
JSL
7
JT Stratford LLC
Georgia
$1.22M -$176K -6,681 -12%
IA
8
IFP Advisors
Florida
$1.11M +$16.5K +625 +1%
PFA
9
Peak Financial Advisors
Colorado
$876K -$21.7K -823 -2%
GS
10
GTS Securities
New York
$654K -$2.44M -92,583 -78%
PCP
11
Proficio Capital Partners
Massachusetts
$648K +$680K +25,800 New
AWM
12
Accurate Wealth Management
Florida
$595K +$646K +24,505 New
NCM
13
NCM Capital Management
New Jersey
$584K -$26.3K -1,000 -4%
SIM
14
Stratos Investment Management
Ohio
$517K +$542K +20,572 New
FWM
15
Foguth Wealth Management
Michigan
$414K – – –
AA
16
Ancora Advisors
Ohio
$326K +$263K +10,000 +333%
SPWM
17
Straight Path Wealth Management
Michigan
$284K +$298K +11,313 New
HH
18
Hilltop Holdings
Texas
$277K +$70.9K +2,693 +32%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$246K +$258K +9,802 New
UBS Group
20
UBS Group
Switzerland
$242K +$137K +5,200 +117%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$164K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$50K -$5.27K -200 -9%
Morgan Stanley
23
Morgan Stanley
New York
$24.2K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$9.29K – – –
FMP
25
Financial Management Professionals
Texas
$5.02K – – –
1
2

FCTE Hedge Fund Activity: Q1 2025 in Review

25 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in SMI 3Fourteen Full-Cycle Trend ETF (FCTE) for Q1 2025, worth a combined $86.4M — down 22% from $110M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FCTE and 6 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.

The largest buyer was SMI Advisory Services, adding an estimated $12.3M. The largest seller was Trek Financial, cutting an estimated $22.4M.

  • 25 institutional investors held SMI 3Fourteen Full-Cycle Trend ETF (FCTE) as of Q1 2025, down from 26 in Q4 2024.
  • Funds reported $86.4M of SMI 3Fourteen Full-Cycle Trend ETF stock for Q1 2025, down 22% quarter-over-quarter.
  • 6 funds opened new SMI 3Fourteen Full-Cycle Trend ETF positions in Q1 2025 and 7 closed out, a net change of -1 holder.
  • The largest SMI 3Fourteen Full-Cycle Trend ETF buyer in Q1 2025 was SMI Advisory Services, an estimated $12.3M added.
  • The largest SMI 3Fourteen Full-Cycle Trend ETF seller in Q1 2025 was Trek Financial, an estimated $22.4M sold.

Based on aggregated 13F filings for Q1 2025.