Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FTAG)

13 + Investors. Track Smart Money conviction in FTAG. 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
↑ +3
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — FTAG

Based on 13 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FTAG 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.
📊

High ownership — 72% of 3.0Y peak

72% of all-time peak
13 funds currently hold this stock — 72% of the 3.0-year high of 18 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FTAG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 67% buying

10 buying5 selling
Last quarter: 10 funds were net buyers (7 opened a brand new position + 3 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FTAG position: 4 → 1 → 1 → 7. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 0% medium 46% new
7 out of 13 hedge funds have held FTAG 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 +342% but shares only +293% — price-driven

Value
+341%
Shares
+292%
Last quarter: the total dollar value of institutional holdings rose +342%, but actual share count only changed +293%. 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.
➡️

Steady discovery — ~7 new funds/quarter

3 → 4 → 1 → 1 → 7 new funds/Q
New funds entering each quarter: 4 → 1 → 1 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 0% 1-2yr 46% new
Of 13 current holders: 7 (54%) 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.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
6 of 13 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — FTAG

In 2026 Q1, 10 hedge funds were net buyers of FTAG (7 opened a new position, 3 added to an existing one), while 5 reduced or exited (1 trimmed, 4 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 20% of total institutional value in FTAG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 13.

Hedge Fund Ownership: FTAG

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

Market Analysis: FTAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTAG

-- --

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

Is It Too Late to Buy FIRST TR EXCHANGE-TRADED FD (FTAG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FTAG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 56d ago
FTAG
-1.4%
SPY
+14.7%

FTAG outperformed SPY by -16.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 11d ago
FTAG
-2.0%
SPY
+0.9%

Since the filing became public, FTAG outperformed SPY by -2.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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: FTAG
13 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 13 10 30.0%
13F Shares 270K 69K 292.94%
Total Value $8M $2M 341.56%
New Positions 7 1 +6
Increased Positions 3 1 +2
Closed Positions 4 4 -
Reduced Positions 1 4 -3
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTAG

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Institutional Holders (2026 Q1)

13 + investors

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

QUARTER:
Top 13 institutional holders of FTAG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ABLE Financial Group, LLC 0.48% 83,821 $2.5M
2 Trek Financial, LLC 0.15% 96,339 $2.8M
3 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 33,716 $996K
4 Western Wealth Management, LLC 0.00% 481 $14K
5 MARSHALL INVESTMENT MANAGEMENT, LLC 0.00% 26
6 JANE STREET GROUP, LLC 0.00% 43,762 $1.3M
7 CITADEL ADVISORS LLC 0.00% 7,500 $222K
8 CWM, LLC 0.00% 455 $13K
9 OSAIC HOLDINGS, INC. 0.00% 646 $19K
10 ROYAL BANK OF CANADA 0.00% 3,230 $95K
11 SIMPLEX TRADING, LLC 0.00% 128 $4K
12 MORGAN STANLEY 0.00% 157 $5K
13 WELLS FARGO & COMPANY/MN 0.00% 1
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 (FTAG)

What does the Smart Money Trend signal show for FTAG?

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

More buyers than sellers — 67% buying: Last quarter: 10 funds were net buyers (7 opened a brand new position + 3 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTAG holders?

Strong quality — 20% AUM from major funds: 6 of 13 holders rank in the top 100 by AUM, accounting for 20% 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 FTAG?

54% of holders stayed for 2+ years: 7 out of 13 hedge funds have held FTAG 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.

Is it too late to buy FIRST TR EXCHANGE-TRADED FD (FTAG) following the 2026 Q1 hedge fund 13F filings?

As of today, FTAG has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), FTAG has gained -1.4% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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