Signals

← Signals

☆FTCS

511 in-universe funds with a nonzero position in FTCS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23861
Score / z-0.879 / -1.14
Consensus140.01 over 278 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 739.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 540.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 457.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 280.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 155.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 137.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 132.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 108.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 103.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 102.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 88.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 70.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 61.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 53.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 51.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 50.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 40.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 38.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pollock Investment Advisors, LLC CIK 0002049804 0.678 40 35.3 28.8% 1 +28.8 pp +28.8 pp +28.8 pp +28.8 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 33.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 30.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 29.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 29.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 29.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 26.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 25.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 24.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 23.6 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 23.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 21.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 21.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 21.0 1.8% 3 -0.2 pp -0.2 pp +1.8 pp +1.8 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 20.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 14.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 14.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investors Research Corp CIK 0001730630 0.347 805 14.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆tru Independence LLC CIK 0001785445 0.641 108 14.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 10.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 10.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 10.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 10.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 10.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 9.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 9.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 9.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 8.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 8.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 7.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 7.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 7.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 7.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 7.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 6.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.8 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 6.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 6.3 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 6.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 5.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 5.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 5.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 5.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 5.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 5.2 3.6% 2 +1.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 5.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 4.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 4.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 4.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 4.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 4.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 3.6 2.7% 2 -0.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 3.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 3.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 3.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 3.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.7 0.1% 1 +0.1 pp -2.5 pp +0.1 pp +0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 2.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 2.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 2.3 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.1 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
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☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TL Private Wealth CIK 0001802868 0.876 54 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FTCS). Qtrs Held counts distinct quarters this fund has actually held FTCS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTCS position size. Δ columns are the percentage-point change in FTCS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status