FCTE · SMI 3Fourteen Full-Cycle Trend ETF ETF
$28.72
+0.11 (+0.38%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $10,748
Total Shares: 368
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+17.8 pts
Top 5
100.0%
+2.2 pts
Top 10
100.0%
+0.2 pts
HHI
10,000
Highly concentrated+3,119
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
0
Sold Out
17
Unchanged
1
Holder count:
-17
Institutional value:
-100.0%
Shares held:
-100.0%
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro SMI Advisory Services, LLC | 2,312,825 | $57,001,884 | |
| Micro THEORY FINANCIAL LLC | 304,894 | $7,514,417 | |
| Mid VestGen Advisors, LLC | 58,461 | $1,440,829 | |
| Mid IFP Advisors, Inc | 55,844 | $1,376,331 | |
| Large Cambridge Investment Research Advisors, Inc. | 20,879 | $514,583 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Principia Wealth Advisory, LLC FCTE | $10,748 | 100.00% | 368 | Shares | 2026-08-26 |