Signals

FTEC

710 in-universe funds with a nonzero position in FTEC within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1304
Score / z0.034 / 0.01
Consensus205.87 over 387 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)
Fund Positions
Quarters Held

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 452.7 1.8% 4 -0.1 pp -0.1 pp -0.4 pp +1.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 293.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 204.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 146.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 143.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 141.1 0.6% 4 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 138.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 113.9 2.0% 4 +0.4 pp +0.4 pp +0.9 pp +2.0 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 83.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 79.0 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 56.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portfolio Strategies, Inc. CIK 0001753271 0.736 81 48.3 6.0% 4 -0.2 pp -0.2 pp -0.3 pp +6.0 pp
FMR LLC CIK 0000315066 0.989 5571 45.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 44.3 0.6% 4 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.2 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 24.5 1.5% 4 +0.3 pp +0.6 pp -0.6 pp +1.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.3 0.0% 4 -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 23.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 22.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 22.0 2.6% 4 -0.1 pp -0.4 pp -0.3 pp +2.6 pp
PFG Advisors CIK 0001694435 0.248 791 21.3 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 20.4 9.3% 4 +0.4 pp +2.0 pp +3.1 pp +9.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 20.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 20.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 19.3 4.1% 4 -0.1 pp +0.8 pp +0.7 pp +4.1 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 18.3 6.2% 5 +1.0 pp +1.0 pp +0.6 pp +1.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 15.6 4.7% 4 -0.3 pp -0.6 pp +0.1 pp +4.7 pp
Marotta Asset Management CIK 0001802091 0.618 103 14.4 2.6% 4 +0.9 pp +1.2 pp +1.1 pp +2.6 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 13.4 4.4% 4 -1.3 pp -1.2 pp -0.2 pp +4.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 11.9 4.3% 4 -0.4 pp -1.0 pp -1.9 pp +4.3 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 11.8 1.5% 4 +0.0 pp -0.6 pp -0.5 pp +1.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.9 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
King Wealth Management Group CIK 0001568235 0.741 176 10.9 1.4% 4 -0.1 pp -0.1 pp -0.1 pp +1.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 10.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 10.3 0.2% 5 -0.4 pp +0.1 pp +0.1 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 9.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 9.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 9.2 1.0% 4 -0.3 pp -0.3 pp -0.3 pp +1.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 9.0 1.0% 2 -0.1 pp +1.0 pp -0.1 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 8.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 7.8 0.9% 4 -0.2 pp -0.1 pp -0.1 pp +0.9 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 7.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 7.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 7.6 5.3% 4 +0.4 pp -2.2 pp +0.7 pp +5.3 pp
Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 7.2 2.0% 2 +1.9 pp +2.0 pp +2.0 pp +2.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 7.1 1.5% 4 -0.1 pp -0.2 pp -0.1 pp +1.5 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 6.8 3.2% 4 -1.0 pp -1.1 pp -1.0 pp +3.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 6.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 6.2 1.4% 4 -0.3 pp -0.1 pp -0.1 pp +1.4 pp
CacheTech Inc. CIK 0002013390 0.380 169 6.2 1.2% 4 -0.2 pp -0.2 pp -0.2 pp +1.2 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 6.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 6.1 1.7% 4 -0.1 pp -0.1 pp -0.0 pp +1.7 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 6.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
Go Invest LLC CIK 2139692 0.913 129 5.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 5.8 5.3% 4 -0.3 pp -1.3 pp -1.0 pp +5.3 pp
Capital Planning LLC CIK 0001790688 0.562 88 5.8 1.9% 4 +0.4 pp +0.4 pp +0.4 pp +1.9 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 5.6 3.9% 5 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 5.4 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 5.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 5.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 5.0 0.9% 4 -0.1 pp -0.1 pp -0.0 pp +0.9 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 4.9 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 4.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 4.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Investment Advisory Services Group LLC CIK 0002099157 0.648 37 4.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 4.1 6.3% 4 -3.4 pp -1.8 pp -0.4 pp +6.3 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 4.0 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
Jacobs Equity LLC CIK 0002111761 0.154 121 4.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 4.0 2.6% 4 -0.2 pp -0.3 pp -0.4 pp +2.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JBR Co Financial Management Inc CIK 0002017878 0.254 133 3.9 1.6% 4 +0.0 pp +0.1 pp +0.3 pp +1.6 pp
Alliance Private Wealth, LLC CIK 0002109849 0.483 82 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 3.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Allworth Financial LP CIK 0001555170 0.907 5124 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 3.8 1.7% 5 +0.1 pp -0.1 pp +0.3 pp +0.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Reliant Investment Partners, LLC CIK 0002069207 0.225 126 3.6 3.0% 5 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
Oxford Wealth Group, LLC CIK 0002007082 0.362 89 3.6 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 3.5 0.7% 4 -0.1 pp +0.1 pp -0.4 pp +0.7 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 3.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 3.4 2.1% 4 -0.4 pp -0.3 pp -0.1 pp +2.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.3 1.2% 4 -0.2 pp -0.3 pp -0.2 pp +1.2 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 3.1 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 3.0 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 2.9 1.9% 5 +0.2 pp +0.4 pp +0.6 pp +0.5 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.8 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ciovacco Capital Management LLC CIK 0001653012 0.674 35 2.7 1.6% 4 +0.1 pp +0.1 pp +0.1 pp +1.6 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 2.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Eley Financial Management, Inc CIK 0001965267 0.491 72 2.5 1.0% 4 -0.2 pp -0.2 pp -0.2 pp +1.0 pp
NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 2.4 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 2.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.2 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 2.2 0.7% 4 -0.1 pp -0.0 pp -0.0 pp +0.7 pp
Cooper Financial Group CIK 0001751581 0.393 448 2.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Certified Advisory Corp CIK 0001731732 0.386 327 2.2 0.2% 4 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.1 0.1% 4 -0.2 pp -0.3 pp +0.0 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
McMillan Office, Inc. CIK 0002109205 0.725 507 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 2.0 0.4% 4 -0.3 pp -0.4 pp -0.3 pp +0.4 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 2.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
CWM, LLC CIK 0001535847 0.788 5645 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.9 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Altus Wealth Group LLC CIK 0001842572 0.448 154 0.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
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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
Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 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
Woodside Wealth Management LLC CIK 0002064883 0.677 45 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 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 +0.0 pp -0.2 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.8 pp -0.4 pp -0.4 pp +0.0 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 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
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Capital Analysts, LLC CIK 0001624758 0.681 1536 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 +0.0 pp -0.4 pp +0.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp -2.1 pp -1.9 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 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
Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corps Capital Advisors, LLC CIK 0002054234 0.149 99 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
ArborFi Advisors, LLC CIK 0002054674 0.483 45 0.0 0.0% 0 -0.3 pp -1.6 pp -1.6 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -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% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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