FBT Hedge Fund Ownership (Q2 2026)

First Tr Exchange-Traded Fd (FBT)

343 + Investors. Track Smart Money conviction in FBT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FBT

Based on 345 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added FBT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

345 hedge funds hold FBT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q

+99 new funds entered over the past year (+40% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 54% buying

152 buying130 selling

Last quarter: 152 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new FBT position: 27 → 50 → 61 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 15% medium ■ 26% new

202 out of 345 hedge funds have held FBT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +22% but shares only +0% — price-driven

Value

+21%

+0%

Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

16 → 27 → 50 → 61 → 69 new funds/Q

New funds entering each quarter: 27 → 50 → 61 → 69. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new

Entry-cohort mix of 349 holders: 221 (63%) are 2+ year veterans, 37 entered 1–2 years ago, and 91 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds

27 of 344 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in FBT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	343	305	12.46%
13F Shares	8M	8M	0.19%
Total Value	$1.97B	$1.62B	21.56%
New Positions	68	61	+7
Increased Positions	82	102	-20
Closed Positions	29	31	-2
Reduced Positions	99	73	+26
Total Calls	4	3	33.33%
Total Puts	1	2	-50.0%
PUT/CALL Ratio	0.25	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

343

305

12.46%

13F Shares

0.19%

Total Value

$1.97B

$1.62B

21.56%

New Positions

Increased Positions

102

-20

Closed Positions

-2

Reduced Positions

+26

Total Calls

33.33%

Total Puts

-50.0%

PUT/CALL Ratio

0.25

0.67

Bullish

Institutional Holders (2026 Q2)

343 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FBT. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FBT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SFI Advisors, LLC	2.99%	13,963	$3.5M
2	Holistic Financial Partners	1.68%	11,074	$2.7M
3	Nilsine Partners, LLC	1.67%	97,225	$24.1M
4	Hartford Financial Management Inc.	1.48%	26,821	$6.6M
5	Berger Financial Group, Inc	1.30%	102,351	$25.4M
6	NewSquare Capital LLC	0.90%	49,037	$12.2M
7	Arlington Financial Advisors, LLC	0.83%	26,377	$6.5M
8	Davis Investment Partners, LLC	0.82%	10,855	$2.7M
9	Quad-Cities Investment Group, LLC	0.78%	8,782	$2.2M
10	Pacific Sun Financial Corp	0.76%	7,443	$1.8M
11	CPR Investments Inc.	0.76%	3,962	$982K
12	Englebert Financial Advisers, LLC	0.73%	2,975	$737K
13	Juncture Wealth Strategies, LLC	0.71%	10,948	$2.7M
14	TriaGen Wealth Management LLC	0.65%	10,445	$2.6M
15	Essential Investment Partners LLC	0.65%	3,331	$688K
16	RPG Investment Advisory, LLC	0.59%	23,110	$5.7M
17	Gentry Private Wealth, LLC	0.57%	4,483	$1.1M
18	Morey & Quinn Wealth Partners, LLC	0.55%	3,449	$855K
19	APS Management Group, Inc.	0.53%	2,778	$689K
20	Oder Investment Management, LLC	0.53%	3,164	$784K
21	Proactive Wealth Strategies LLC	0.52%	13,152	$3.3M
22	Csenge Advisory Group	0.49%	49,202	$12.2M
23	First Trust Advisors LP	0.49%	3,388,725	$840.0M
24	WCG Wealth Advisors LLC	0.49%	83,489	$20.7M
25	HFG Advisors, Inc.	0.49%	3,148	$780K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (FBT)

What does the Smart Money Trend signal show for FBT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FBT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FBT?

Slight buying edge — 54% buying: Last quarter: 152 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FBT holders?

Elite ownership — 72% AUM from top-100 funds: 27 of 344 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in FBT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FBT?

59% of holders stayed for 2+ years: 202 out of 345 hedge funds have held FBT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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First Tr Exchange-Traded Fd (FBT)

Smart Money Signals — FBT

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +40% more funds vs a year ago

Slight buying edge — 54% buying

More new buyers each quarter (+8 vs last Q)

59% of holders stayed for 2+ years

Value +22% but shares only +0% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 63% veterans vs 26% newcomers

Elite ownership — 72% AUM from top-100 funds

Institutional Sentiment Summary — FBT

Hedge Fund Ownership: FBT

Market Analysis: FBT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FBT

Hedge Fund Positioning: FBT

Statistics: FBT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (FBT)

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