Signals

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☆FTRB

64 in-universe funds with a nonzero position in FTRB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#810
Score / z0.143 / 0.16
Consensus21.25 over 39 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 140.9 6.0% 5 +2.5 pp +2.1 pp +2.2 pp +2.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 74.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 53.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 36.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 29.2 13.6% 5 -0.9 pp -0.4 pp -0.3 pp -0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 15.7 4.8% 2 -0.3 pp +4.8 pp +4.8 pp +4.8 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 15.6 0.4% 4 -0.3 pp -0.4 pp -0.4 pp +0.4 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 14.5 1.4% 5 -0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 13.9 2.3% 5 -0.1 pp -0.2 pp +0.3 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS FINANCIAL, LLC CIK 0002112647 0.211 41 12.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 9.9 1.1% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 8.2 0.5% 5 +0.0 pp +0.4 pp +0.4 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 7.4 1.9% 2 -0.6 pp +1.9 pp +1.9 pp +1.9 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 6.5 0.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 5.3 1.9% 5 -0.4 pp -0.4 pp +0.4 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 4.0 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.0 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 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆River Street Advisors LLC CIK 0001964897 0.314 177 1.8 0.5% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 1.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.5 0.3% 3 -0.1 pp -0.1 pp +0.3 pp -0.2 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Index Technologies Group LLC CIK 0002095322 0.040 275 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +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
☆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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆MOTCO CIK 0001306333 0.349 840 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.1 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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedrus Wealth Group LLC CIK 0002134767 0.032 51 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 FTRB). Qtrs Held counts distinct quarters this fund has actually held FTRB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTRB position size. Δ columns are the percentage-point change in FTRB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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