Who Owns SMI 3Fourteen Full-Cycle Trend ETF (FCTE)?Hedge Fund & Institutional Holders

$25.62+0.21 (+0.85%)Financial ServicesNASDAQ

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$4.988600070840002e+73T

% of Float Held

—

QoQ Change in Holders

+10 / -7

Price History

$22.50$23.89$25.28$26.67$28.06Aug 24May 25Mar 26

FCTE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
THEORY FINANCIAL LLCNew Position+89K+$2.4B
Brookwood Investment Group LLCNew Position+48K+$1.2B
Accurate Wealth Management, LLCNew Position+16K+$407.0M
SFI Advisors, LLCNew Position+14K+$359.0M
Principia Wealth Advisory, LLCNew Position+368+$9.0M
Blue Trust, Inc.New Position+265+$6.0M
EVOLUTION WEALTH MANAGEMENT INC.New Position+776+$19K
CWM, LLCNew Position+206+$5K
THRIVENT FINANCIAL FOR LUTHERANSNew Position+9K+$0
BANK OF AMERICA CORP /DE/New Position+358+$0
Cambridge Investment Research Advisors, Inc.Increased+805+$-281K
IFP Advisors, IncIncreased+1K+$-190.7M

FCTE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SMI Advisory Services, LLCDecreased-555K-$15.4B
VestGen Advisors, LLCDecreased-44K-$1.8B
GTS SECURITIES LLCDecreased-19K-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-10K-$1.1B
NCM Capital Management, LLCClosed Position-21K-$567.7M
RAYMOND JAMES FINANCIAL INCClosed Position-18K-$485.4M
Optiver Holding B.V.Closed Position-12K-$305.8M
Insight Advisors, LLC/ PAClosed Position-8K-$217.3M
UBS Group AGDecreased-2K-$68.5M
JPMORGAN CHASE & COClosed Position-2K-$49.0M
PNC FINANCIAL SERVICES GROUP, INC.Closed Position-370-$9.8M
JT Stratford LLCClosed Position-55K-$1.5M
FLOW TRADERS U.S. LLCDecreased-12K-$591K
MORGAN STANLEYDecreased-202-$25K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SMI Advisory Services, LLC1,920,202$49.9B8.60%Share
2SMI Advisory Services, LLC272,694$7.1B1.22%Share
3THEORY FINANCIAL LLC88,649$2.4B0.81%Share
4Brookwood Investment Group LLC47,833$1.2B0.14%Share
5VestGen Advisors, LLC59,609$1.0B0.04%Share
6IFP Advisors, Inc46,092$1.0B0.02%Share
7Accurate Wealth Management, LLC15,742$407.0M0.05%Share
8SFI Advisors, LLC14,453$359.0M0.23%Share
9UBS Group AG2,662$66.0M0.01%Share
10Principia Wealth Advisory, LLC368$9.0M0.01%Share
11Blue Trust, Inc.265$6.0M0.07%Share
12Sound Income Strategies, LLC202$5.0M0.00%Share
13EVOLUTION WEALTH MANAGEMENT INC.776$19K0.02%Share
14CWM, LLC206$5K0.00%Share
15Financial Management Professionals, Inc.200$4K0.00%Share
16FLOW TRADERS U.S. LLC10,155$00.00%Share
17MORGAN STANLEY762$00.00%Share
18THRIVENT FINANCIAL FOR LUTHERANS9,492$00.00%Share
19Cambridge Investment Research Advisors, Inc.11,365$00.00%Share
20SUSQUEHANNA INTERNATIONAL GROUP, LLP32,704$00.00%Share
21GTS SECURITIES LLC31,102$00.00%Share
22BANK OF AMERICA CORP /DE/358$00.00%Share

FCTE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$63.4B+3
Q3 202518$80.5B-13
Q2 202531$91.7B+6
Q1 202525$82.1B+1
Q4 202424$101.3B+13
Q3 202411$2.1T—

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As of Q4 2025, 22 institutional investors hold FCTE (SMI 3Fourteen Full-Cycle Trend ETF). The largest holder is SMI Advisory Services, LLC with $49.9B in shares. This quarter, 10 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own FCTE?

As of Q4 2025, 22 institutional investors report holding FCTE (SMI 3Fourteen Full-Cycle Trend ETF) in their 13F filings.

Who is the largest institutional holder of FCTE?

The largest institutional holder of FCTE is SMI Advisory Services, LLC with $49.9B in shares.

Is institutional ownership of FCTE increasing or decreasing?

This quarter, 10 institutions opened new positions in FCTE and 7 closed their positions.