30,302 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| FTCCX | Franklin Conservative Allocation Fund· Franklin Fund Allocator Series | Non-compliant | 24 | 9% |
| FTCE | First Trust New Constructs Core Earnings Leaders ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 101 | 94% |
| FTCEX | Fidelity Total International Equity Fund· Fidelity Investment Trust | Non-compliant | 327 | 87% |
| FTCHX | Invesco Technology Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 47 | 97% |
| FTCIX | Franklin Conservative Allocation Fund· Franklin Fund Allocator Series | Non-compliant | 24 | 9% |
| FTCNX | Fidelity Canada Fund· Fidelity Investment Trust | Non-compliant | 67 | 86% |
| FTCRX | Franklin Conservative Allocation Fund· Franklin Fund Allocator Series | Non-compliant | 24 | 9% |
| FTCS | First Trust Capital Strength ETF· First Trust Exchange-Traded Fund | Non-compliant | 52 | 100% |
| FTCVX | Fidelity Convertible Securities Fund· Fidelity Financial Trust | Non-compliant | 373 | 78% |
| FTCZX | Franklin Conservative Allocation Fund· Franklin Fund Allocator Series | Non-compliant | 24 | 9% |
| FTDS | First Trust Dividend Strength ETF· First Trust Exchange-Traded Fund | Non-compliant | 51 | 92% |
| FTDZX | Franklin Biotechnology Discovery Fund· Franklin Strategic Series | Non-compliant | 126 | 60% |
| FTEC | Fidelity MSCI Information Technology Index ETF· FIDELITY COVINGTON TRUST | Non-compliant | 284 | 99% |
| FTEIX | Fidelity Total International Equity Fund· Fidelity Investment Trust | Non-compliant | 327 | 87% |
| FTEQX | Templeton Emerging Markets Small Cap Fund· Templeton Global Investment Trust | Non-compliant | 102 | 55% |
| FTESX | Templeton Emerging Markets Small Cap Fund· Templeton Global Investment Trust | Non-compliant | 102 | 55% |
| FTF | Franklin Limited Duration Income Trust | Non-compliant | 9,072 | 36% |
| FTFGX | Templeton Foreign Fund· Templeton Funds | Non-compliant | 53 | 93% |
| FTGFX | Templeton Growth Fund, Inc. | Non-compliant | 70 | 96% |
| FTGLX | Federated Hermes Total Return Government Bond Fund | Non-compliant | 99 | 93% |
| FTGQX | Templeton Growth Fund, Inc. | Non-compliant | 70 | 96% |
| FTGRX | Fidelity Mega Cap Stock Fund· Fidelity Hastings Street Trust | Non-compliant | 116 | 94% |
| FTGS | First Trust Growth Strength ETF· First Trust Exchange-Traded Fund | Non-compliant | 51 | 98% |
| FTGSX | Federated Hermes Total Return Government Bond Fund | Non-compliant | 99 | 93% |
| FTHAX | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY· Capitol Series Trust | Non-compliant | 121 | 81% |
| FTHB | FIS Faith Income ETF· FIS Trust | Non-compliant | 18 | 75% |
| FTHF | First Trust Emerging Markets Human Flourishing ETF· First Trust Exchange-Traded Fund II | Non-compliant | 101 | 85% |
| FTHFX | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY· Capitol Series Trust | Non-compliant | 121 | 81% |
| FTHI | First Trust BuyWrite Income ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 175 | 87% |
| FTHMX | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND· Capitol Series Trust | Non-compliant | 90 | 96% |
| FTHNX | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY· Capitol Series Trust | Non-compliant | 121 | 81% |
| FTHRX | Fidelity Intermediate Bond Fund· Fidelity Salem Street Trust | Non-compliant | 685 | 66% |
| FTHSX | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY· Capitol Series Trust | Non-compliant | 121 | 81% |
| FTHY | First Trust High Yield Opportunities 2027 Term Fund | Non-compliant | 301 | 25% |
| FTIAX | Federated Hermes Short-Term Income Fund· Federated Hermes Income Securities Trust | Non-compliant | 536 | 28% |
| FTIEX | Fidelity Total International Equity Fund· Fidelity Investment Trust | Non-compliant | 327 | 87% |
| FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF· First Trust Exchange-Traded Fund | Non-compliant | 50 | 92% |
| FTIHX | Fidelity Total International Index Fund· Fidelity Salem Street Trust | Non-compliant | 5,074 | 84% |
| FTISX | Fidelity International Small Cap Fund· Fidelity Investment Trust | Non-compliant | 174 | 76% |
| FTKAX | Fidelity Tactical Bond Fund· Fidelity Salem Street Trust | Non-compliant | 95 | 51% |
| FTKCX | Fidelity Tactical Bond Fund· Fidelity Salem Street Trust | Non-compliant | 95 | 51% |
| FTKFX | Fidelity Total Bond K6 Fund· Fidelity Income Fund | Non-compliant | 4,580 | 65% |
| FTKI | First Trust Small Cap BuyWrite Income ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 149 | 82% |
| FTLMX | Franklin LifeSmart 2025 Retirement Target Fund· Franklin Fund Allocator Series | Non-compliant | 22 | 9% |
| FTLTX | Fidelity Series Long-Term Treasury Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 90 | 99% |
| FTMKX | Fidelity Advisor Focused Emerging Markets Fund· Fidelity Advisor Series VIII | Non-compliant | 61 | 85% |
| FTMRX | Franklin Moderate Allocation Fund· Franklin Fund Allocator Series | Non-compliant | 24 | 6% |
| FTMSX | FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND· Capitol Series Trust | Non-compliant | 74 | 80% |
| FTMTX | Franklin Moderate Allocation Fund· Franklin Fund Allocator Series | Non-compliant | 24 | 6% |
| FTPIX | Invesco Technology Fund· AIM Sector Funds (Invesco Sector Funds) | Non-compliant | 47 | 97% |
| FTQGX | Fidelity Focused Stock Fund· Fidelity Capital Trust | Non-compliant | 39 | 89% |
| FTQI | First Trust Nasdaq BuyWrite Income ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 182 | 90% |
| FTRAX | Franklin LifeSmart Retirement Income Fund· Franklin Fund Allocator Series | Non-compliant | 15 | 8% |
| FTRB | Federated Hermes Total Return Bond ETF· Federated Hermes ETF Trust | Non-compliant | 710 | 53% |
| FTRBX | Federated Hermes Total Return Bond Fund· Federated Hermes Total Return Series, Inc. | Non-compliant | 972 | 53% |
| FTRCX | Franklin LifeSmart 2035 Retirement Target Fund· Franklin Fund Allocator Series | Non-compliant | 21 | 5% |
| FTRFX | Federated Hermes Total Return Bond Fund· Federated Hermes Total Return Series, Inc. | Non-compliant | 972 | 53% |
| FTRGX | Federated Hermes Total Return Government Bond Fund | Non-compliant | 99 | 93% |
| FTRI | First Trust Indxx Global Natural Resources Income ETF· First Trust Exchange-Traded Fund II | Non-compliant | 51 | 87% |
| FTRIX | Fidelity Mega Cap Stock Fund· Fidelity Hastings Street Trust | Non-compliant | 116 | 94% |
| FTRKX | Federated Hermes Total Return Bond Fund· Federated Hermes Total Return Series, Inc. | Non-compliant | 972 | 53% |
| FTRLX | Federated Hermes Total Return Bond Fund· Federated Hermes Total Return Series, Inc. | Non-compliant | 972 | 53% |
| FTRNX | Fidelity Trend Fund | Non-compliant | 101 | 91% |
| FTRRX | Franklin Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,918 | 53% |
| FTRTX | Franklin LifeSmart 2025 Retirement Target Fund· Franklin Fund Allocator Series | Non-compliant | 22 | 9% |
| FTSAX | FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY· Capitol Series Trust | Non-compliant | 55 | 82% |
| FTSBX | Short-Term Bond Fund of America | Non-compliant | 1,460 | 48% |
| FTSD | Franklin Short Duration U.S. Government ETF· Franklin ETF Trust | Non-compliant | 339 | 93% |
| FTSDX | Fidelity Strategic Dividend and Income Fund· Fidelity Salem Street Trust | Non-compliant | 727 | 74% |
| FTSFX | FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY· Capitol Series Trust | Non-compliant | 55 | 82% |
| FTSIX | FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY· Capitol Series Trust | Non-compliant | 55 | 82% |
| FTSL | First Trust Senior Loan Fund· First Trust Exchange-Traded Fund IV | Non-compliant | 379 | 7% |
| FTSM | First Trust Enhanced Short Maturity ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 689 | 48% |
| FTTCX | Franklin LifeSmart 2025 Retirement Target Fund· Franklin Fund Allocator Series | Non-compliant | 22 | 9% |
| FTTEX | Fidelity Total International Equity Fund· Fidelity Investment Trust | Non-compliant | 327 | 87% |
| FTTRX | Templeton Global Bond Enhanced Fund· Templeton Income Trust | Non-compliant | 121 | 11% |
| FTUAX | Select Telecommunications Portfolio· Fidelity Select Portfolios | Non-compliant | 27 | 80% |
| FTUCX | Select Telecommunications Portfolio· Fidelity Select Portfolios | Non-compliant | 27 | 80% |
| FTUIX | Select Telecommunications Portfolio· Fidelity Select Portfolios | Non-compliant | 27 | 80% |
| FTUTX | Select Telecommunications Portfolio· Fidelity Select Portfolios | Non-compliant | 27 | 80% |
| FTVAX | FULLERTHALER BEHAVIORAL MID-CAP VALUE· Capitol Series Trust | Non-compliant | 57 | 83% |
| FTVCX | FULLERTHALER BEHAVIORAL MID-CAP VALUE· Capitol Series Trust | Non-compliant | 57 | 83% |
| FTVFX | Fidelity Advisor Value Fund· Fidelity Advisor Series I | Non-compliant | 188 | 85% |
| FTVNX | FULLERTHALER BEHAVIORAL MID-CAP VALUE· Capitol Series Trust | Non-compliant | 57 | 83% |
| FTVSX | FULLERTHALER BEHAVIORAL MID-CAP VALUE· Capitol Series Trust | Non-compliant | 57 | 83% |
| FTVZX | FULLERTHALER BEHAVIORAL MID-CAP VALUE· Capitol Series Trust | Non-compliant | 57 | 83% |
| FTWCX | FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY· Capitol Series Trust | Non-compliant | 55 | 82% |
| FTWO | Strive Natural Resources and Security ETF· EA Series Trust | Non-compliant | 52 | 93% |
| FTWRX | Templeton World Fund· Templeton Funds | Non-compliant | 51 | 99% |
| FTXAX | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH· Capitol Series Trust | Non-compliant | 77 | 90% |
| FTXCX | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH· Capitol Series Trust | Non-compliant | 77 | 90% |
| FTXFX | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH· Capitol Series Trust | Non-compliant | 77 | 90% |
| FTXG | First Trust Nasdaq Food & Beverage ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 31 | 99% |
| FTXH | First Trust Nasdaq Pharmaceuticals ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 51 | 97% |
| FTXN | First Trust Nasdaq Oil & Gas ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 44 | 92% |
| FTXNX | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH· Capitol Series Trust | Non-compliant | 77 | 90% |
| FTXO | First Trust Nasdaq Bank ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 51 | 77% |
| FTXR | First Trust Nasdaq Transportation ETF· First Trust Exchange-Traded Fund VI | Non-compliant | 44 | 98% |
| FTXSX | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH· Capitol Series Trust | Non-compliant | 77 | 90% |
| FTYCX | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY· Capitol Series Trust | Non-compliant | 121 | 81% |
30,302 funds · page 61 of 304