Signals

← Signals

☆FTSL

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

Flow ranking

Rank#1055
Score / z0.081 / 0.05
Consensus89.39 over 187 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)
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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 214.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 112.8 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 74.2 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 65.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 64.5 1.8% 4 +0.0 pp +0.1 pp -0.0 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 64.2 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 61.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 57.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 35.8 4.4% 4 -0.0 pp +0.0 pp -2.4 pp +4.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 29.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 28.3 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 25.5 1.8% 4 +0.1 pp +0.0 pp -0.1 pp +1.8 pp
☆TL Private Wealth CIK 0001802868 0.876 54 24.2 9.6% 4 +0.1 pp +0.1 pp +0.8 pp +9.6 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 20.1 1.1% 4 +0.1 pp +0.1 pp -0.0 pp +1.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 19.9 2.7% 4 -0.1 pp -0.1 pp +0.2 pp +2.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.5 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 16.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 15.1 3.6% 4 +0.4 pp +0.4 pp -0.2 pp +3.6 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 14.4 4.3% 4 -0.2 pp +0.1 pp -0.1 pp +4.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 12.8 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 11.3 6.5% 4 -0.1 pp +1.8 pp +2.2 pp +6.5 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 9.3 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 8.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.5 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 7.3 1.5% 4 -0.1 pp -0.1 pp -0.5 pp +1.5 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 7.2 0.9% 4 +0.0 pp +0.0 pp -0.1 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 7.0 3.6% 4 +0.3 pp +0.4 pp -0.2 pp +3.6 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 6.9 1.3% 4 -0.1 pp -0.1 pp +0.1 pp +1.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 6.8 0.5% 4 -0.3 pp -0.3 pp -0.2 pp +0.5 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 6.3 1.4% 4 +0.1 pp -0.0 pp +0.1 pp +1.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 6.1 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 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
☆Fairway Financial, LLC CIK 0001921009 0.690 23 5.9 4.5% 4 +0.0 pp +0.1 pp -0.1 pp +4.5 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 5.7 2.1% 4 -0.2 pp -0.3 pp -0.6 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 4.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.2 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WMS Group LLC CIK 0002113632 0.236 57 4.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.0 1.0% 4 -0.1 pp -0.1 pp +0.0 pp +1.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.0 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.9 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 3.9 2.8% 2 +0.2 pp +2.8 pp +0.0 pp +2.8 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 3.9 0.4% 3 -4.5 pp -0.1 pp +0.4 pp +0.4 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 3.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 3.7 1.4% 4 +0.1 pp +0.0 pp -0.1 pp +1.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 3.4 2.6% 4 +0.1 pp -0.0 pp -0.1 pp +2.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.3 1.0% 4 -0.0 pp -0.5 pp -0.6 pp +1.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.0 1.1% 4 +0.1 pp +0.2 pp +0.2 pp +1.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 3.0 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.9 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.6 0.9% 4 -0.0 pp +0.2 pp +0.1 pp +0.9 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 2.5 2.0% 4 -0.1 pp -0.1 pp -0.3 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.2 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.2 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.1 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 2.1 0.8% 4 -2.0 pp -1.2 pp -1.2 pp +0.8 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.1 0.5% 4 -0.1 pp -0.3 pp -0.3 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stenger Family Office, LLC CIK 0002056106 0.508 123 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.8 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 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.7 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 1.7 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.7 0.8% 4 +0.1 pp -0.5 pp -0.3 pp +0.8 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 1.6 0.9% 4 +0.0 pp -0.4 pp -0.7 pp +0.9 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.6 0.8% 4 +0.1 pp +0.0 pp -0.1 pp +0.8 pp
☆Yanni & Associates Investment Advisors, LLC CIK 0002109644 0.707 34 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.4 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.4 0.7% 4 -0.1 pp -0.1 pp -1.0 pp +0.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.3 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.2 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.2 0.3% 4 -0.9 pp -1.5 pp -1.6 pp +0.3 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 1.0 0.4% 4 -0.2 pp -0.2 pp -0.2 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sandro Wealth Management LLC CIK 0002107860 0.193 103 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.0 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.9 0.3% 4 -0.5 pp -0.5 pp -0.6 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 4 -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 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.242 305 0.8 0.2% 4 -0.1 pp -0.1 pp -0.3 pp +0.2 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -1.4 pp -1.8 pp -2.0 pp +0.0 pp
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☆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
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☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
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☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 FTSL). Qtrs Held counts distinct quarters this fund has actually held FTSL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTSL position size. Δ columns are the percentage-point change in FTSL'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