Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FTCB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
9Q ▲
Buyers last Q
81%

Smart Money Signals — FTCB

Based on 160 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added FTCB 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
160 hedge funds hold FTCB 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 — +196% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+196% 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 buyers than sellers — 81% buying

130 buying31 selling
Last quarter: 130 funds were net buyers (37 opened a brand new position + 93 added to an existing one). Only 31 were sellers (25 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new FTCB position: 41 → 34 → 26 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 53% entered in last year

■ 2% conviction (2yr+) ■ 44% medium ■ 53% new
Only 4 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

36 → 41 → 34 → 26 → 37 new funds/Q
New funds entering each quarter: 41 → 34 → 26 → 37. FTCB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 88% of holders entered in last year

■ 1% veterans ■ 11% 1-2yr ■ 88% new
Of 160 current holders: 141 (88%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
7 of 160 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FTCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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.

Hedge Fund Ownership: FTCB

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

Market Analysis: FTCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTCB

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 7 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FTCB
2026 Q1 Stats Unlock in 18 days 160 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 160 129 24.03%
13F Shares 68M 51M 34.51%
Total Value $1.51B $1.08B 40.38%
New Positions 37 26 +11
Increased Positions 93 81 +12
Closed Positions 6 12 -6
Reduced Positions 25 18 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTCB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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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)

160 + investors

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

Top 25 institutional holders of FTCB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Intelligence, LLC 9.50% 942,180 $19.7M
2 APS Management Group, Inc. 9.14% 509,324 $10.7M
3 Seascape Capital Management 8.54% 1,414,780 $30K
4 LVZ, Inc. 7.75% 3,240,435 $67.9M
5 Centennial Wealth Advisory LLC 5.52% 1,088,140 $22.8M
6 CONSOLIDATED CAPITAL MANAGEMENT, LLC 5.12% 755,736 $15.8M
7 Aureum Wealth Management, LLC 3.30% 226,437 $4.7M
8 Bouchey Financial Group Ltd 2.92% 1,888,276 $39.8M
9 Brendel Financial Advisors LLC 2.79% 268,784 $5.6M
10 IAMS WEALTH MANAGEMENT, LLC 2.22% 304,512 $6.4M
11 First Heartland Consultants, Inc. 1.54% 959,188 $20.1M
12 BAM Wealth Management, LLC 1.35% 86,184 $1.8M
13 Cyndeo Wealth Partners, LLC 1.33% 1,204,819 $25.3M
14 SUMMIT WEALTH GROUP LLC / CO 1.13% 510,484 $10.7M
15 Ferguson Shapiro LLC 1.08% 168,924 $3.5M
16 Acorn Wealth Advisors, LLC 1.06% 174,016 $3.6M
17 Omnitrust Wealth Management, Inc 1.00% 36,901 $773K
18 Nova Wealth Management, Inc. 0.99% 72,470 $1.5M
19 SageGuard Financial Group, LLC 0.97% 300,043 $6.3M
20 CRUX WEALTH ADVISORS 0.64% 79,945 $1.7M
21 STEPHENS INC /AR/ 0.52% 1,999,530 $41.9M
22 GILPIN WEALTH MANAGEMENT, LLC 0.51% 30,600 $641K
23 Philip James Wealth Mangement, LLC 0.46% 192,027 $4.0M
24 Prospera Financial Services Inc 0.42% 1,239,210 $26.0M
25 Dynamic Advisor Solutions LLC 0.34% 513,732 $10.8M
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 (FTCB)

What does the Smart Money Trend signal show for FTCB?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added FTCB 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 FTCB?

More buyers than sellers — 81% buying: Last quarter: 130 funds were net buyers (37 opened a brand new position + 93 added to an existing one). Only 31 were sellers (25 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTCB holders?

Elite ownership — 41% AUM from top-100 funds: 7 of 160 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FTCB. 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 FTCB?

Mostly new holders — 53% entered in last year: Only 4 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.