IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SMI 3Fourteen Full-Cycl Trnd (FCTE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SMI Advisory Services, LLC
INCREASED
Shares2,349,891 from 2,335,162
Change+14,729 (+1%)
Value$70.3M (+$2.2M)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares57,002 from 52,710
Change+4,292 (+8%)
Value$1.6M (+$108.0K)
Filed 2026-10-16
VestGen Advisors, LLC
UNCHANGED
Shares56,461 from 56,461
Change0 (0%)
Value$1.6M (-$17.2K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,666 from 21,496
Change+170 (+1%)
Value$626.0K (-$2.0K)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares9,492
Change+9,492
Value$274.0K
Filed 2026-11-05
Abound Wealth Management
NEW
Shares1,200
Change+1,200
Value$34.7K
Filed 2026-10-26
Evolution Wealth Management Inc.
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$22.4K (-$236)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.8K (-$61)
Filed 2026-10-23
Theory Financial LLC
N/A
Shares— from 281,444
Change-281,444 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,319
Change-11,319 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 143
Change-143 (-100%)
Value—
Status
SMI Advisory Services, LLC
INCREASED2,349,8912,335,162+14,729+1%$68.1M$70.3M+$2.2M2026-10-13
IFP Advisors, Inc
INCREASED57,00252,710+4,292+8%$1.5M$1.6M+$108.0K2026-10-16
VestGen Advisors, LLC
UNCHANGED56,46156,46100%$1.6M$1.6M-$17.2K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED21,66621,496+170+1%$628.0K$626.0K-$2.0K2026-11-02
Thrivent Financial for Lutherans
NEW9,492—+9,492——$274.0K—2026-11-05
Abound Wealth Management
NEW1,200—+1,200——$34.7K—2026-10-26
Evolution Wealth Management Inc.
UNCHANGED77677600%$22.7K$22.4K-$2362026-10-28
Financial Management Professionals, Inc.
UNCHANGED20020000%$5.8K$5.8K-$612026-10-23
Theory Financial LLC
N/A—281,444-281,444-100%$8.2M———
GTS Securities LLC
N/A—17,680-17,680-100%$516.4K———
NCM Capital Management, LLC
N/A—16,600-16,600-100%$484.9K———
HRT Financial LP
N/A—11,319-11,319-100%$330.0K———
Royal Bank of Canada
N/A—6,600-6,600-100%$193.0K———
Morgan Stanley
N/A—2,362-2,362-100%$69.0K———
JPMorgan Chase & Co
N/A—1,496-1,496-100%$43.3K———
Qube Research & Technologies Ltd
N/A—143-143-100%$4.2K———
Showing 16 of 16 institutions