Smi 3FOURTEEN Full-CYCL TRNDFCTEETF
13F holders, Q1 2026 (March 31)18holders −4
4new positions
8sold out
$25.05avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Smi 3FOURTEEN Full-CYCL TRND (FCTE) in their 13F filings, down 4 from Q4 2025. 4 opened new positions and 8 sold out. The largest holders were SMI Advisory Services, LLC ($58.0M), Theory Financial LLC ($7.5M) and VestGen Advisors, LLC ($1.6M).
- Company
- Smi 3FOURTEEN Full-CYCL TRND
- Filed as
- ETF OPPORTUNITIES TRUST (Q1 2026)
- CUSIP
- 26923N512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $278K |
| Exits | 8 | $2.9M |
All 13F filers, Q4 2025 → Q1 2026: 368,380 shares bought and 136,676 shares sold, net +231,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| SMI Advisory Services, LLC | 9.56% | Add +5.5% | 2,312,825 | $58.0M |
| Theory Financial LLC | 2.64% | Add +243.9% | 304,894 | $7.5M |
| VestGen Advisors, LLC | 0.04% | Reduce -1.9% | 58,461 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +21.2% | 55,844 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +83.7% | 20,879 | $515K |
| GTS Securities LLC | 0.02% | Reduce -35.5% | 20,063 | $494K |
| NCM Capital Management, LLC | 0.15% | No change | 16,600 | $409K |
| Jane Street Group, LLC | 0.00% | New | 9,194 | $227K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -48.4% | 8,117 | $216K |
| Morgan Stanley | 0.00% | Add +210.0% | 2,362 | $58K |
| JPMorgan Chase & Co. | 0.00% | New | 1,496 | $36K |
| UBS Group AG | 0.00% | Reduce -52.5% | 1,264 | $31K |
| Evolution Wealth Management Inc. | 0.01% | No change | 776 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 505 | $12K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 368 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 202 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 200 | $5K |
| Qube Research & Technologies Ltd | 0.00% | New | 145 | $4K |
"% of holder's portfolio" is FCTE's weight in each manager's 13F, not the share of Smi 3FOURTEEN Full-CYCL TRND the manager owns.