Signals

← Signals

☆FTEC

645 in-universe funds with a nonzero position in FTEC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22050
Score / z-0.020 / -0.04
Consensus211.03 over 388 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+40% / 1.0d

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 ▾
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 466.7 1.8% 3 -0.1 pp -0.3 pp +1.8 pp +1.8 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 465.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 311.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 299.7 8.8% 3 -0.1 pp +2.0 pp +8.8 pp +8.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 160.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 156.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 146.8 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 145.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 90.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 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 82.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 62.7 1.5% 3 -0.0 pp +0.5 pp +1.5 pp +1.5 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 52.9 6.1% 3 -0.0 pp -0.1 pp +6.1 pp +6.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 48.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 42.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 33.5 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 32.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 27.0 0.6% 4 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 25.3 1.9% 3 +1.8 pp +1.9 pp +1.9 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.7 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 24.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 24.2 0.8% 3 +0.8 pp +0.2 pp +0.8 pp +0.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 23.5 2.7% 3 -0.3 pp -0.2 pp +2.7 pp +2.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 22.6 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 21.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 21.4 1.3% 3 +0.4 pp -0.8 pp +1.3 pp +1.3 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 21.0 5.7% 3 +0.1 pp +1.0 pp +5.7 pp +5.7 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 19.5 8.9% 3 +1.6 pp +2.7 pp +8.9 pp +8.9 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 19.4 5.1% 4 +0.0 pp -0.4 pp +0.2 pp +5.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 18.5 4.2% 3 +0.8 pp +0.7 pp +4.2 pp +4.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 18.0 5.0% 3 -0.3 pp +0.4 pp +5.0 pp +5.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 12.6 4.6% 3 -0.6 pp -1.5 pp +4.6 pp +4.6 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 12.1 1.5% 3 -0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 11.7 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 11.6 1.5% 3 -0.6 pp -0.5 pp +1.5 pp +1.5 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 11.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 11.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.9 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.5 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 10.2 1.1% 1 +1.1 pp +0.0 pp +1.1 pp +1.1 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 10.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 9.7 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 9.2 1.7% 3 +0.3 pp +0.1 pp +1.7 pp +1.7 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 9.0 4.2% 3 -0.1 pp -0.1 pp +4.2 pp +4.2 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 8.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 8.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 8.2 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 8.2 4.9% 3 -2.6 pp +0.3 pp +4.9 pp +4.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 8.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 7.7 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 7.7 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 7.7 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 7.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 7.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 6.7 9.7% 3 +1.5 pp +3.0 pp +9.7 pp +9.7 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 6.5 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 6.5 5.6% 3 -1.0 pp -0.7 pp +5.6 pp +5.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 6.0 4.0% 4 -0.0 pp +0.1 pp +0.3 pp +4.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 5.3 1.5% 3 -0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 5.3 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 5.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 5.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 4.9 0.8% 3 +0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.8 0.0% 3 -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 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.7 0.2% 3 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 4.4 3.6% 5 -0.1 pp +0.3 pp +0.6 pp +0.2 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 4.4 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 4.4 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 4.1 1.6% 4 -0.2 pp +0.3 pp +0.5 pp +1.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 4.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 3.9 1.6% 3 +0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 3.9 3.0% 4 +0.1 pp +0.3 pp +0.4 pp +3.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.7 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Stonebrook Private Inc. CIK 0002008738 0.377 271 3.6 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 3.5 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 3.5 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 3.0 1.5% 3 -0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 2.9 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 2.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 2.6 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.5 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 2.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 2.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 2.4 1.6% 4 +0.1 pp +0.4 pp +0.2 pp +1.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.3 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
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☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 -2.1 pp -1.9 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 +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% 0 -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% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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