Signals

← Signals

☆FTHI

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

Flow ranking

Rank#643
Score / z0.209 / 0.29
Consensus72.34 over 146 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-47% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 213.0 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 152.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 82.3 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 75.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 66.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 49.5 22.8% 3 +10.4 pp +19.0 pp +22.8 pp +22.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 48.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 41.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 32.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.8 0.0% 3 +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 13.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 10.8 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 10.8 1.4% 3 +0.2 pp +0.0 pp +1.4 pp +1.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 8.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 4.7 1.7% 3 -0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.7 1.3% 3 -0.1 pp +0.4 pp +1.3 pp +1.3 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 4.6 2.9% 3 -0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.4 0.0% 3 +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 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.8 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 3.6 2.4% 3 +0.6 pp +0.7 pp +2.4 pp +2.4 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 3.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.4 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVIDSON TRUST CO CIK 0001133119 0.258 190 2.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.7 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 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Capital Management Group Inc CIK 0000894119 0.790 15 1.6 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 1.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.2 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 1.0 1.3% 3 -0.3 pp -0.5 pp +1.3 pp +1.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.0% 3 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 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 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.5 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.4 0.1% 3 -0.0 pp -0.3 pp +0.1 pp +0.1 pp
☆PMG Family Office LLC CIK 0002102299 0.155 114 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.1% 1 +0.1 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 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 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 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 3 -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
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 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 +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.3 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 -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 0.0 0.0% 0 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 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
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 FTHI). Qtrs Held counts distinct quarters this fund has actually held FTHI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTHI position size. Δ columns are the percentage-point change in FTHI'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