Signals

← Signals

☆FTXL

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

Flow ranking

Rank#17603
Score / z0.000 / -0.02
Consensus72.51 over 140 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 ▾
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 813.5 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 140.2 0.0% 5 +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 127.9 0.0% 5 +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 121.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 87.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 32.1 2.2% 5 +0.4 pp +0.3 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 30.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 23.2 0.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 22.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 18.9 0.2% 5 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 15.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 14.5 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 11.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 8.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 8.0 2.1% 5 +0.7 pp +0.8 pp +0.8 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.7 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 6.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 5.7 1.2% 5 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.6 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 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 3.8 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 3.3 2.3% 5 +1.4 pp +1.6 pp +1.6 pp +1.7 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 2.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 2.7 1.1% 5 +0.5 pp +0.6 pp +0.8 pp +0.9 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 2.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.5 0.2% 5 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 2.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 2.3 0.6% 3 +0.2 pp -0.0 pp +0.6 pp +0.6 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 2.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 2.0 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 1.8 0.8% 3 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 1.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.483 172 1.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 1.6 0.4% 3 +0.2 pp -0.0 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 1.5 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 1.5 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.4 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsbury Capital Investment Advisors LLC CIK 1927315 0.136 121 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 1.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.9 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.8 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Englebert Financial Advisers, LLC CIK 0002097035 0.385 63 0.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 0.7 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Insight Wealth Management, LLC CIK 0001737917 0.554 44 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.5 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southern Financial Group, LLC CIK 2140714 0.869 95 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.3 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 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.2 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 5 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 5 +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
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 5 +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
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 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
☆O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 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 -0.1 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 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
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 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
☆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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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 +0.0 pp -0.4 pp -0.4 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
☆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
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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 +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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
☆CWM, LLC CIK 0001535847 0.788 5645 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 FTXL). Qtrs Held counts distinct quarters this fund has actually held FTXL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTXL position size. Δ columns are the percentage-point change in FTXL'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