FCTE — SMI 3FOURTEEN FULL-CYCL TRND
As of Q2 2026, 2 SEC-registered investment managers reported holding FCTE (SMI 3FOURTEEN FULL-CYCL TRND) in their latest 13F filings, with a combined reported value of $112.28K across 3.86K shares. That is +6.4% by share count (+232 shares) versus the previous quarter, while reported value moved +25.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2025 | 17.34K | $461.27K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 2.36K | $68.99K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 1.50K | $43.29K | 0.00% | New |
| UBS Group AG history | Q1 2026 | 1.26K | $31.15K | 0.00% | Reduce |
| PNC Financial Services history | Q3 2025 | 370 | $9.84K | 0.00% | Hold |
| Bank of America Corp history | Q4 2025 | 358 | $8.91K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.50K sh · $43.29K
Fully Exited (vs previous quarter)
- UBS Group AG sold 1.26K sh · $31.15K
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 964 | 964 | 964 | 964 | 964 | 762 | 2.36K | 2.36K |
| JPMorgan Chase & Co | — | — | — | — | 1.86K | — | — | 1.50K |
| Bank of America Corp | — | — | — | — | — | 358 | — | — |
| PNC Financial Services | — | 370 | 370 | 370 | 370 | — | — | — |
| UBS Group AG | — | 4.44K | 9.64K | 27.25K | 5.06K | 2.66K | 1.26K | — |
| Citadel Advisors | — | 11.39K | — | 17.34K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details