Signals

← Signals

☆FTEC

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

Flow ranking

Rank#18018
Score / z0.000 / -0.02
Consensus197.81 over 380 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆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 443.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 412.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 290.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 277.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 130.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 121.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 108.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 75.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 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 66.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 60.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 57.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 47.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 34.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 34.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.1 0.0% 2 +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 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 23.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 22.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 22.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 21.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 18.8 5.5% 2 +0.6 pp +5.5 pp +5.5 pp +5.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 16.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 15.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 14.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 13.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 12.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 11.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 11.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 11.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 10.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 10.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 9.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 9.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 8.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 8.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 7.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 7.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 7.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 7.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 6.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 6.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 6.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 6.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 6.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 6.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 6.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 5.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 5.2 3.9% 2 +0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 5.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 4.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.7 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 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 4.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 4.2 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 4.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 4.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 3.9 3.4% 3 +0.4 pp -0.0 pp +3.4 pp +3.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 3.2 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 3.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 2.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit X, LLC CIK 0001697729 0.000 0 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ArborFi Advisors, LLC CIK 0002054674 0.483 45 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆SVB WEALTH LLC CIK 0001626116 0.541 384 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 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
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +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
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 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
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 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
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 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
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 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
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 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
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +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 FTEC). Qtrs Held counts distinct quarters this fund has actually held FTEC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTEC position size. Δ columns are the percentage-point change in FTEC'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