Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FSCS)

26 + Investors. Track Smart Money conviction in FSCS. 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
↓ -4
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — FSCS

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FSCS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
27 funds currently hold this stock — 87% of the 3.0-year high of 31 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold FSCS compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

14 buying14 selling
Last quarter: 14 funds bought or added vs 14 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.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 41% medium 15% new
12 out of 27 hedge funds have held FSCS 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 +35%, value +9%

Value
+8%
Shares
+35%
Last quarter: funds added +35% more shares while total portfolio value only changed +9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

6 → 6 → 4 → 4 → 4 new funds/Q
New funds entering each quarter: 6 → 4 → 4 → 4. FSCS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 56% veterans vs 22% newcomers

56% veterans 22% 1-2yr 22% new
Entry-cohort mix of 27 holders: 15 (56%) are 2+ year veterans, 6 entered 1–2 years ago, and 6 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
5 of 27 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in FSCS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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.

Institutional Sentiment Summary — FSCS

In 2026 Q2, 14 hedge funds were net buyers of FSCS (4 opened a new position, 10 added to an existing one), while 14 reduced or exited (6 trimmed, 8 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 44% of total institutional value in FSCS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 27.

Hedge Fund Ownership: FSCS

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

Market Analysis: FSCS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSCS

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

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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
0.0
/ 10
conviction
Hedge Fund Positioning: FSCS
26 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 26 31 -16.13%
13F Shares 1M 887K 34.95%
Total Value $44M $41M 8.51%
New Positions 3 4 -1
Increased Positions 10 11 -1
Closed Positions 8 3 +5
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FSCS

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Institutional Holders (2026 Q2)

26 + investors

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

QUARTER:
Top 25 FSCS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fsb Premier Wealth Management, INC. 0.19% 17,871 $658K
2 NewEdge Advisors, LLC 0.05% 444,338 $16.4M
3 Mpwm Advisory Solutions, LLC 0.02% 1,467 $54K
4 International Assets Investment Management, LLC 0.02% 7,390 $272K
5 PFG Investments, LLC 0.01% 10,307 $379K
6 Equitable Holdings, Inc. 0.01% 40,129 $1.5M
7 Pinnacle Bancorp, Inc. 0.01% 873 $32K
8 LPL Financial LLC 0.00% 514,446 $18.9M
9 Sanctuary Advisors, LLC 0.00% 21,686 $798K
10 Lanark Financial, INC. 0.00% 1,375 $51K
11 Harbour Investments, INC. 0.00% 4,553 $168K
12 Osaic Holdings, INC. 0.00% 51,591 $1.9M
13 IFG Advisory, LLC 0.00% 1,707 $63K
14 Kestra Advisory Services, LLC 0.00% 11,065 $407K
15 Private Advisor Group, LLC 0.00% 6,696 $246K
16 Cetera Investment Advisers 0.00% 18,709 $688K
17 Global Retirement Partners, LLC 0.00% 835 $31K
18 Two Sigma Investments, LP 0.00% 14,300 $526K
19 Integrated Wealth Concepts LLC 0.00% 1,020 $38K
20 Bullseye Investment Management, LLC 0.00% 10
21 Golden State Wealth Management, LLC 0.00% 53 $2K
22 Farther Finance Advisors, LLC 0.00% 380 $14K
23 Rockefeller Capital Management L.P. 0.00% 1,300 $48K
24 Susquehanna International Group, LLP 0.00% 23,962 $882K
25 Morgan Stanley 0.00% 1,102 $41K
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 (FSCS)

What does the Smart Money Trend signal show for FSCS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FSCS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FSCS?

Slight buying edge — 50% buying: Last quarter: 14 funds bought or added vs 14 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 FSCS holders?

Elite ownership — 44% AUM from top-100 funds: 5 of 27 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in FSCS. 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 FSCS?

44% of holders stayed for 2+ years: 12 out of 27 hedge funds have held FSCS 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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