Signals

← Signals

☆FTLS

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

Flow ranking

Rank#16229
Score / z0.000 / -0.02
Consensus79.25 over 154 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆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 373.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 183.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 171.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 158.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 39.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 32.9 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 30.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 29.5 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 23.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 21.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 17.4 2.3% 4 -0.1 pp -0.2 pp -0.6 pp +2.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 14.3 2.8% 4 -1.4 pp -1.6 pp -1.8 pp +2.8 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 14.2 3.8% 4 -0.0 pp -0.1 pp -0.0 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 13.3 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 12.8 2.4% 4 -0.1 pp -0.3 pp -0.3 pp +2.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 10.4 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 9.7 1.9% 4 -0.1 pp -0.2 pp -0.2 pp +1.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 9.4 0.5% 4 -0.3 pp -0.5 pp -0.5 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 8.9 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 8.3 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.3 0.0% 4 +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 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.1 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 6.8 4.3% 4 +0.4 pp +0.6 pp +0.7 pp +4.3 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 6.5 0.7% 4 -0.3 pp -0.3 pp -0.3 pp +0.7 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 6.4 3.8% 4 -0.0 pp +0.4 pp -0.0 pp +3.8 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.389 184 6.4 2.1% 4 +0.4 pp +0.7 pp +1.1 pp +2.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 6.2 3.1% 4 -0.0 pp -0.1 pp -0.1 pp +3.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 6.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.6 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 5.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 4.9 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.8 0.3% 4 -0.0 pp -0.1 pp +0.0 pp +0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.5 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 4.5 0.7% 4 -0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.3 1.1% 6 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Guilbault Capital LLC CIK 0002134737 0.306 73 4.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 4.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.1 0.2% 4 -0.0 pp +0.0 pp -0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 3.7 2.1% 4 -0.4 pp -0.5 pp -0.7 pp +2.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.7 1.9% 4 -0.3 pp -0.4 pp -0.7 pp +1.9 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 3.6 3.1% 4 +0.2 pp +0.1 pp -0.5 pp +3.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 3.5 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.4 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.2 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.0 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 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 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 2.8 0.6% 4 +0.0 pp -0.1 pp +0.2 pp +0.6 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.8 0.2% 4 -0.2 pp +0.0 pp +0.1 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 2.5 1.2% 4 -0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.4 0.7% 4 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 2.3 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.3 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 2.0 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.8 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.7 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.6 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.3 0.4% 5 -0.4 pp -0.4 pp -0.4 pp -0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.3 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 1.3 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.3 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARWA LLC CIK 0002113621 0.167 139 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 1.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 1.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 1.1 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.0 0.6% 4 +0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.0 0.9% 4 +0.0 pp +0.0 pp +0.2 pp +0.9 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 0.0% 4 -0.0 pp -0.3 pp -0.4 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.9 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.9 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.1 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 FTLS). Qtrs Held counts distinct quarters this fund has actually held FTLS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTLS position size. Δ columns are the percentage-point change in FTLS'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