Signals

← Signals

☆FTGC

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

Flow ranking

Rank#22247
Score / z-0.008 / -0.03
Consensus99.82 over 197 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 626.6 0.1% 4 +0.0 pp -0.0 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 302.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 95.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 45.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 38.1 1.2% 3 +0.5 pp +0.8 pp +1.2 pp +1.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 32.5 1.7% 4 +0.5 pp +0.4 pp +0.4 pp +1.7 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 31.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 30.5 4.7% 4 +0.5 pp +0.4 pp +1.3 pp +4.7 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 29.9 3.7% 4 +2.4 pp +0.5 pp -1.0 pp +3.7 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 24.5 1.1% 4 +0.2 pp +0.1 pp +0.3 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 21.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 17.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 16.2 3.8% 4 +1.7 pp +1.2 pp +2.0 pp +3.8 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 14.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 14.2 7.8% 4 +1.2 pp +1.7 pp +0.5 pp +7.8 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 13.6 1.7% 4 +0.1 pp +0.5 pp +0.4 pp +1.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 10.8 1.5% 4 +0.6 pp +0.6 pp +0.6 pp +1.5 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 9.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 9.6 2.9% 4 +0.3 pp -0.0 pp -0.0 pp +2.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.6 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 9.5 2.1% 4 +0.2 pp -0.4 pp -0.6 pp +2.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.2 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 9.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 8.4 3.3% 4 +0.6 pp +0.1 pp +0.1 pp +3.3 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 8.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.7 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 6.5 2.0% 5 +0.9 pp +0.7 pp +0.7 pp +0.4 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 6.5 2.7% 4 -1.4 pp -1.9 pp -1.9 pp +2.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 6.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 5.9 1.2% 4 -0.3 pp -0.4 pp -0.3 pp +1.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 4.8 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 4.6 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.4 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 4.2 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Climber Capital SA CIK 0002011229 0.279 64 4.1 2.7% 1 +2.7 pp +2.7 pp +0.4 pp +2.7 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 3.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 2.4 0.4% 1 +0.4 pp -0.1 pp -0.1 pp +0.4 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 2.4 0.3% 4 -0.0 pp -0.2 pp -0.1 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 2.4 0.8% 4 +0.2 pp +0.0 pp +0.0 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 6 +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 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.7 0.4% 4 +0.0 pp -0.3 pp -1.1 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.7 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.5 1.0% 4 +0.2 pp +0.2 pp +0.2 pp +1.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.5 1.0% 5 +0.6 pp +0.6 pp +0.7 pp +0.8 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.4 0.9% 4 +0.0 pp -0.2 pp -0.1 pp +0.9 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 1.4 0.4% 4 +0.1 pp -0.0 pp -0.1 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 1.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.3 0.5% 4 +0.2 pp -0.0 pp -0.0 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ARWA LLC CIK 0002113621 0.167 139 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 1.1 0.4% 4 -0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 1.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.8 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.6% 4 +0.2 pp +0.2 pp +0.2 pp +0.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.7 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.6 0.1% 4 +0.0 pp +0.0 pp -0.6 pp +0.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 0.6 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.5 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 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
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.7 pp -0.8 pp -0.9 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 0.0 0.0% 0 +0.0 pp -1.7 pp -1.6 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 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 -0.1 pp -0.1 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -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 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 FTGC). Qtrs Held counts distinct quarters this fund has actually held FTGC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTGC position size. Δ columns are the percentage-point change in FTGC'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