Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR SR FLTG RATE INCOME F COM (FCT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — FCT

Based on 83 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FCT 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
83 hedge funds hold FCT 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 — +24% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+24% 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 — 51% buying

36 buying34 selling
Last quarter: 36 funds bought or added vs 34 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 FCT position: 11 → 13 → 10 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 23% medium 25% new
43 out of 83 hedge funds have held FCT 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.
💎

Buying through price weakness — shares -2%, value -76%

Value
-75%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -76%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

10 → 11 → 13 → 10 → 18 new funds/Q
New funds entering each quarter: 11 → 13 → 10 → 18. A growing number of institutions are discovering FCT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 12% 1-2yr 33% new
Of 83 current holders: 46 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
8 of 83 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FCT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: FCT

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

Market Analysis: FCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FCT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FCT
2026 Q1 Stats Unlock in 20 days 83 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 83 74 12.16%
13F Shares 10M 10M -1.92%
Total Value $96M $397M -75.82%
New Positions 18 10 +8
Increased Positions 18 26 -8
Closed Positions 9 10 -1
Reduced Positions 25 20 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FCT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

83 + investors

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

Top 25 institutional holders of FCT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verity Asset Management, Inc. 0.28% 69,543 $670K
2 Everstar Asset Management, LLC 0.21% 40,545 $391K
3 Sunpointe, LLC 0.06% 17,697 $171K
4 SeaCrest Wealth Management, LLC 0.02% 18,182 $175K
5 UHLMANN PRICE SECURITIES, LLC 0.01% 20,246 $195K
6 Moss Adams Wealth Advisors LLC 0.01% 15,161 $146K
7 KINGSWOOD WEALTH ADVISORS, LLC 0.01% 17,097 $165K
8 CX Institutional 0.01% 23,913
9 WPG Advisers, LLC 0.01% 839 $8K
10 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% 11,922 $115K
11 RFG Advisory, LLC 0.00% 23,196 $224K
12 Mosley Wealth Management 0.00% 725 $7K
13 NBC SECURITIES, INC. 0.00% 4,005 $39K
14 HIGHLINE WEALTH PARTNERS LLC 0.00% 800 $8K
15 Janney Montgomery Scott LLC 0.00% 66,948
16 Princeton Global Asset Management LLC 0.00% 900 $9K
17 Cambridge Investment Research Advisors, Inc. 0.00% 56,834
18 Concurrent Investment Advisors, LLC 0.00% 12,200 $118K
19 Creative Capital Management Investments LLC 0.00% 250 $2K
20 Kestra Advisory Services, LLC 0.00% 18,083 $174K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 48,302 $466K
22 CoreCap Advisors, LLC 0.00% 1,741 $17K
23 IFP Advisors, Inc 0.00% 1,200 $12K
24 WHITTIER TRUST CO 0.00% 1,358 $13K
25 WHITTIER TRUST CO OF NEVADA INC 0.00% 306 $3K
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 SR FLTG RATE INCOME F COM (FCT)

What does the Smart Money Trend signal show for FCT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FCT 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 FCT?

Slight buying edge — 51% buying: Last quarter: 36 funds bought or added vs 34 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 FCT holders?

Elite ownership — 41% AUM from top-100 funds: 8 of 83 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FCT. 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 FCT?

52% of holders stayed for 2+ years: 43 out of 83 hedge funds have held FCT 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.