Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Trd Alphdx Fd (FCA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
45%

Smart Money Signals — FCA

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
25 hedge funds hold FCA 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 — +67% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+67% 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.
🟠

More sellers than buyers — 45% buying

15 buying18 selling
Last quarter: 18 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 6 → 8 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 8% medium ■ 40% new
13 out of 25 hedge funds have held FCA 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.
➡️

Steady discovery — ~10 new funds/quarter

3 → 9 → 6 → 8 → 10 new funds/Q
New funds entering each quarter: 9 → 6 → 8 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 36% newcomers

■ 52% veterans ■ 12% 1-2yr ■ 36% new
Entry-cohort mix of 25 holders: 13 (52%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
9 of 25 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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.

Institutional Sentiment Summary — FCA

In 2026 Q2, 15 hedge funds were net buyers of FCA (10 opened a new position, 5 added to an existing one), while 18 reduced or exited (8 trimmed, 10 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 37% of total institutional value in FCA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 25.

Hedge Fund Ownership: FCA

How many hedge funds hold FCA — quarterly history vs. share price
Quarterly hedge fund ownership of FCA vs. share price

Market Analysis: FCA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FCA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FCA
2026 Q3 Stats Unlock in 40 days 25 + Investors

Track Smart Money conviction in FCA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 25 -
13F Shares 740K 3M -74.32%
Total Value $19M $89M -78.9%
New Positions 10 8 +2
Increased Positions 5 9 -4
Closed Positions 10 2 +8
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FCA

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Short % of Float --

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 23 FCA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Unique Wealth Strategies, LLC 0.30% 27,392 $774K
2 Genesee Capital Advisors, LLC 0.15% 17,827 $486K
3 Old Mission Capital LLC 0.14% 315,188 $8.6M
4 Avestar Capital, LLC 0.03% 22,662 $618K
5 Compass Financial Management LLC 0.00% 1,454 $40K
6 Sittner & Nelson, LLC 0.00% 540 $15K
7 Integrated Wealth Concepts LLC 0.00% 7,116 $194K
8 Transamerica Financial Advisors, LLC 0.00% 297 $8K
9 Hrt Financial LP 0.00% 9,156 $249K
10 Millennium Management LLC 0.00% 33,973 $926K
11 Citadel Advisors LLC 0.00% 89,362 $2.4M
12 Rothschild Investment LLC 0.00% 255 $7K
13 LPL Financial LLC 0.00% 29,143 $794K
14 Jane Street Group, LLC 0.00% 62,486 $1.7M
15 Susquehanna International Group, LLP 0.00% 34,701 $946K
16 Goldman Sachs Group Inc 0.00% 24,456 $667K
17 Global Retirement Partners, LLC 0.00% 65 $2K
18 Jpmorgan Chase & Co 0.00% 10,500 $287K
19 Assetmark, Inc 0.00% 88 $2K
20 UBS Group AG 0.00% 1,119 $31K
21 Royal Bank of Canada 0.00% 600 $17K
22 Osaic Holdings, INC. 0.00% 75 $2K
23 Morgan Stanley 0.00% 4 —
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 Exch Trd Alphdx Fd (FCA)

What does the Smart Money Trend signal show for FCA?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FCA?

More sellers than buyers — 45% buying: Last quarter: 18 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FCA holders?

Strong quality — 37% AUM from major funds: 9 of 25 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FCA?

52% of holders stayed for 2+ years: 13 out of 25 hedge funds have held FCA 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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