Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FTCS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — FTCS

Based on 498 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 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
498 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 — +4% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

222 buying261 selling
Last quarter: 261 funds reduced or exited vs 222 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new FTCS position: 45 → 43 → 38 → 71. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 23% medium ■ 15% new
308 out of 498 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

57 → 45 → 43 → 38 → 71 new funds/Q
New funds entering each quarter: 45 → 43 → 38 → 71. A growing number of institutions are discovering FTCS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Of 498 current holders: 312 (63%) 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
20 of 498 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 13 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: FTCS
2026 Q1 Stats Unlock in 22 days 498 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 498 470 5.96%
13F Shares 52M 53M -2.52%
Total Value $4.81B $4.98B -3.39%
New Positions 71 38 +33
Increased Positions 151 140 +11
Closed Positions 43 47 -4
Reduced Positions 218 218 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTCS

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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)

498 + investors

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

Top 25 institutional holders of FTCS — 2025 Q4 · 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 Morey & Quinn Wealth Partners, LLC 5.29% 80,226 $7.4M
4 RiverTree Advisors, LLC 4.61% 78,469 $7.3M
5 Claris Financial LLC 3.12% 58,630 $5.5M
6 SILVER OAK SECURITIES, INCORPORATED 2.80% 412,728 $38.3M
7 Wisconsin Wealth Advisors, LLC 2.42% 26,564 $2.5M
8 Forefront Wealth Partners, LLC 1.88% 48,532 $4.5M
9 Plus Group Wealth Advisors LLC 1.85% 18,154 $1.7M
10 Purus Wealth Management, LLC 1.74% 58,821 $5.5M
11 DAGCO, INC. 1.65% 81,960 $7.6M
12 Ergawealth Advisors, Inc. 1.63% 39,812 $3.7M
13 Hilton Head Capital Partners, LLC 1.61% 30,687 $2.8M
14 NORTHBRIDGE FINANCIAL GROUP, LLC 1.60% 39,648 $3.7M
15 Southland Equity Partners LLC 1.46% 80,924 $7.5M
16 COTTONWOOD CAPITAL ADVISORS, LLC 1.27% 19,347 $1.8M
17 Heck Capital Advisors, LLC 1.26% 183,394 $17.0M
18 WINEBRENNER CAPITAL MANAGEMENT LLC 1.21% 20,256 $1.9M
19 DB&C Advisors, LLC 1.16% 9,585 $889K
20 CRUX WEALTH ADVISORS 1.14% 31,948 $3.0M
21 Envision Financial LLC 1.07% 21,343 $2.0M
22 TCFG WEALTH MANAGEMENT, LLC 1.05% 30,353 $2.8M
23 WETZEL INVESTMENT ADVISORS, INC. 1.05% 28,425 $2.6M
24 Bernardo Wealth Planning LLC 0.98% 53,698 $5.0M
25 ABLE Financial Group, LLC 0.97% 53,253 $4.9M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 46% buying: Last quarter: 261 funds reduced or exited vs 222 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FTCS holders?

Elite ownership — 47% AUM from top-100 funds: 20 of 498 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?

62% of holders stayed for 2+ years: 308 out of 498 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.

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.