Position in FTI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$274,238
New position
Shares Held
3,967
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $1,614,046 across 4 Oil & Gas Equipment & Services names. FTI ranks #4 (17.0% of the industry book) .
All Filings in FTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,238 | 3,967 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||