Signals

← Signals

☆FTCS

550 in-universe funds with a nonzero position in FTCS within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24284
Score / z-0.380 / -0.57
Consensus136.49 over 266 funds
Momentumno 12m return

Price & positioning

226 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 756.4 0.2% 2 -0.0 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 541.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 454.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 286.9 0.1% 2 -0.0 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 156.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 152.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 131.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 125.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 108.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 106.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 90.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 69.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 68.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 61.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 55.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 53.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 42.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 41.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 35.4 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Pollock Investment Advisors, LLC CIK 0002049804 0.678 40 34.8 27.3% 2 -1.5 pp +27.3 pp +27.3 pp +27.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 33.8 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 31.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 31.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 30.2 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 28.6 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 26.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 26.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 25.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 25.5 18.5% 2 +0.4 pp +18.5 pp +18.5 pp +18.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 24.6 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 23.3 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 20.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 20.8 1.6% 4 -0.2 pp -0.4 pp -0.4 pp +1.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 16.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 15.6 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 15.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆tru Independence LLC CIK 0001785445 0.641 108 15.3 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 14.5 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 12.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 12.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 11.4 5.3% 2 -1.3 pp +5.3 pp +5.3 pp +5.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 11.0 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 10.5 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.4 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 10.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 10.2 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.0 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 9.3 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 9.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 8.5 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 8.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 8.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 7.9 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 7.7 5.7% 2 -0.3 pp +5.7 pp +5.7 pp +5.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 7.4 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 7.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 6.9 4.7% 2 -0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.9 2.0% 2 -1.5 pp +2.0 pp +2.0 pp +2.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 6.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 6.3 3.1% 3 -0.3 pp -0.8 pp +3.1 pp +3.1 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 5.9 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 5.5 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 5.5 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 5.5 3.1% 3 +0.4 pp -0.3 pp +3.1 pp +3.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 5.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 5.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 5.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 4.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 4.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 4.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 4.4 4.1% 2 -0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 4.4 0.6% 2 -1.2 pp +0.6 pp +0.6 pp +0.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 4.1 1.0% 3 -2.6 pp -1.5 pp +1.0 pp +1.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.0 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 4.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.8 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 3.7 2.0% 2 -0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 3.2 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 3.1 1.5% 2 -0.9 pp +1.5 pp +1.5 pp +1.5 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 3.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 3.0 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.0 0.1% 2 -0.0 pp +0.1 pp -2.5 pp +0.1 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 3.0 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 2.7 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 2.7 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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% 2 +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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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% 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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TL Private Wealth CIK 0001802868 0.876 54 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 0 -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 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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