FCTE
SMI 3Fourteen Full-Cycle Trend ETFFCTE
FCTE
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
37% more funds holding
Funds holding: 19 [Q3] → 26 (+7) [Q4]
0.21% more ownership
Funds ownership: 24.46% [Q3] → 24.67% (+0.21%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
0% less capital invested
Capital invested by funds: $110M [Q3] → $110M (-$126K) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FCTE.
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
FCTE: Muted Performance After Energetic Start, Still Worth Watching, A Hold
FCTE is an actively managed vehicle with a strategy designed "to identify and own stocks that can outperform the S&P 500 across the entire market cycle." It has a portfolio of just 20 stocks. Adjustments are made monthly as "the screens are rerun." FCTE's factor mix is currently heavy in quality, light in value, with adequate growth exposure. Consumer staples, energy, utilities, and real estate are ignored.
Positive
Seeking Alpha
3 months ago
FCTE: Will Boutique Research Translate Into Market-Beating Returns?
I own a small position in the SMI 3Fourteen Full-Cycle Trend ETF. The Fund aims to outperform the S&P 500 over the full investment cycle, using a proprietary "Full-Cycle Trend" strategy which targets high-quality large-cap companies. The Fund does not have a track record, has a relatively high expense ratio, and is dependent on the success of its proprietary investment strategy.
Positive
Seeking Alpha
5 months ago
FCTE: 3Fourteen Research's New Large-Cap Blend ETF Is Exciting And Worth Watching
FCTE is an actively managed large-cap blend ETF with a 0.85% expense ratio and $469 million in AUM. Selecting only 20 holdings each month, it's an exciting, high-conviction play. Since September 1996, the strategy has outperformed the S&P 500 by nearly 6% per year. I'll break down those numbers to give investors a better idea of what to expect. This article takes a comprehensive look at FCTE's fundamentals compared to SPY and three other peers. I identified one significant advantage which could lead to long-term alpha.
Positive
Seeking Alpha
8 months ago
FCTE: An Ambitious Active ETF Debutant Worth Watching
FCTE is an actively managed ETF attempting to outsmart the S&P 500 by betting on its 20 most promising constituents. It is supposed to rebalance the portfolio monthly. Since its debut in July, FCTE has amassed $308.6 million in AUM and beaten IVV and QQQ. FCTE has an earnings yield higher than that of IVV, plus mostly stronger quality. Its growth proposition is weaker.
Positive
ETF Trends
9 months ago
This Week in ETFs: iShares Debuts Buffer ETF with 100% Protection
This week opened with a deluge of 15 new ETFs on Monday, with only a single launch occurring after that. Perhaps the most notable of the debuts was the first buffer ETF from iShares.
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