Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FTCS)

533 + Investors. Track Smart Money conviction in FTCS. 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
2Q ▲
Buyers last Q
37%

Smart Money Signals — FTCS

Based on 537 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FTCS 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
537 hedge funds hold FTCS 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 37% buying

184 buying317 selling
Last quarter: 317 funds sold vs only 184 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 49 → 43 → 76 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 23% medium 17% new
325 out of 537 hedge funds have held FTCS 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.
📈

Growing discovery — still being found

52 → 49 → 43 → 76 → 53 new funds/Q
New funds entering each quarter: 49 → 43 → 76 → 53. A growing number of institutions are discovering FTCS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 18% 1-2yr 21% new
Of 537 current holders: 329 (61%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
26 of 537 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in FTCS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — FTCS

In 2026 Q1, 184 hedge funds were net buyers of FTCS (53 opened a new position, 131 added to an existing one), while 317 reduced or exited (267 trimmed, 50 sold completely) — a 37% buyer ratio, indicating net institutional distribution. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in FTCS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 537.

Hedge Fund Ownership: FTCS

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

Market Analysis: FTCS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTCS

-- --

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

Is It Too Late to Buy First Tr Exchange-Traded Fd (FTCS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FTCS 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 · 75d ago
FTCS
+1.9%
SPY
+14.1%

FTCS outperformed SPY by -12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
FTCS
+2.2%
SPY
+0.3%

Since the filing became public, FTCS outperformed SPY by +1.9% .

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.

21 top-rated funds 16 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: FTCS
533 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 533 534 -0.19%
13F Shares 50M 52M -4.17%
Total Value $4.56B $4.87B -6.32%
New Positions 52 76 -24
Increased Positions 131 158 -27
Closed Positions 53 48 +5
Reduced Positions 265 231 +34
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTCS

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Institutional Holders (2026 Q1)

533 + investors

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

QUARTER:
Top 25 FTCS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Randall & Associates Wealth Management 12.57% 200,990 $18.6M
2 tru Independence LLC 8.50% 185,321 $17.2M
3 Archer Investment Corp 5.59% 282,951 $26.2M
4 Evelyn Partners Investment Management (Europe) Ltd 5.55% 173,872 $16.1M
5 Morey & Quinn Wealth Partners, LLC 5.29% 80,226 $7.4M
6 RiverTree Advisors, LLC 4.61% 78,469 $7.3M
7 American Financial Advisors, LLC 4.47% 360,931 $33.5M
8 Stonehaven Wealth & Tax Solutions, LLC 4.28% 52,149 $4.8M
9 Holistic Financial Partners 3.99% 115,800 $10.7M
10 Solano Wealth Investment Advisors LLC 3.82% 82,619 $7.7M
11 Claris Financial LLC 3.12% 58,630 $5.5M
12 Gratus Wealth Advisors, LLC 3.04% 226,645 $21.0M
13 Plotkin Financial Advisors, LLC 3.02% 64,887 $6.0M
14 Concentrum Wealth Management 3.02% 110,259 $10.2M
15 IFS Group,LLC 2.88% 34,831 $3.2M
16 Silver Oak Securities, Incorporated 2.80% 412,728 $38.3M
17 Scarborough Advisors, LLC 2.65% 261,092 $24.2M
18 Wisconsin Wealth Advisors, LLC 2.42% 26,564 $2.5M
19 Capital Developers, LLC 2.36% 28,278 $2.6M
20 ORBA Wealth Advisors, L.L.C. 2.35% 21,288 $2.0M
21 Perissos Private Wealth Management, LLC 2.34% 29,054 $2.7M
22 Shelton Wealth Management, LLC 2.23% 55,058 $5.1M
23 Walkner Condon Financial Advisors LLC 2.15% 176,171 $16.3M
24 Delos Wealth Advisors, LLC 2.06% 38,791 $3.6M
25 Centerpoint Advisory Group 1.99% 28,556 $2.6M
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 (FTCS)

What does the Smart Money Trend signal show for FTCS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FTCS 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 FTCS?

Heavy selling pressure — only 37% buying: Last quarter: 317 funds sold vs only 184 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FTCS holders?

Elite ownership — 47% AUM from top-100 funds: 26 of 537 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in FTCS. 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 FTCS?

61% of holders stayed for 2+ years: 325 out of 537 hedge funds have held FTCS 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 (FTCS) following the 2026 Q1 hedge fund 13F filings?

As of today, FTCS has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), FTCS has gained +1.9% vs +14.1% 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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