Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FTGS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — FTGS

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

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added FTGS 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 FTGS 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 — +17% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

87 buying73 selling
Last quarter: 87 funds bought or added vs 73 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 18 → 29 → 20. 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.
🔄

Mostly new holders — 27% entered in last year

■ 11% conviction (2yr+) ■ 62% medium ■ 27% new
Only 17 funds (11%) 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.
📈

Growing discovery — still being found

33 → 21 → 18 → 29 → 20 new funds/Q
New funds entering each quarter: 21 → 18 → 29 → 20. A growing number of institutions are discovering FTGS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 9% veterans, 46% new entrants

■ 9% veterans ■ 45% 1-2yr ■ 46% new
Of 160 current holders: 14 (9%) held 2+ years, 72 held 1–2 years, 74 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
9 of 160 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: FTGS

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

Market Analysis: FTGS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTGS

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: FTGS
2026 Q1 Stats Unlock in 20 days 160 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 160 153 4.58%
13F Shares 27M 26M 3.08%
Total Value $938M $928M 1.06%
New Positions 20 29 -9
Increased Positions 67 61 +6
Closed Positions 13 19 -6
Reduced Positions 60 54 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTGS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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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 FTGS. Verified SEC 13F-HR filings.

Top 25 institutional holders of FTGS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IFC & Insurance Marketing, Inc. 6.03% 169,653 $5.8M
2 RiverTree Advisors, LLC 3.08% 142,913 $4.9M
3 Hobart Private Capital, LLC 2.70% 403,589 $13.7M
4 Centennial Wealth Advisory LLC 1.79% 216,767 $7.4M
5 Key Client Fiduciary Advisors, LLC 1.66% 143,482 $4.9M
6 KPP Advisory Services LLC 1.57% 317,299 $10.8M
7 PCG Wealth Advisors, LLC 1.13% 131,248 $4.5M
8 IAMS WEALTH MANAGEMENT, LLC 0.94% 78,998 $2.7M
9 Proactive Wealth Strategies LLC 0.73% 113,813 $3.9M
10 Morey & Quinn Wealth Partners, LLC 0.68% 28,070 $956K
11 Kapstone Financial Advisors LLC 0.66% 39,594 $1.3M
12 Altus Wealth Group LLC 0.55% 39,524 $1.3M
13 PARK NATIONAL CORP /OH/ 0.38% 367,337 $12.5M
14 LVZ, Inc. 0.33% 84,114 $2.9M
15 ABLE Financial Group, LLC 0.30% 45,338 $1.5M
16 Golden State Wealth Management, LLC 0.25% 67,175 $2.3M
17 DHJJ Financial Advisors, Ltd. 0.23% 20,242 $689K
18 Avior Wealth Management, LLC 0.18% 182,598 $6.2M
19 Purus Wealth Management, LLC 0.14% 13,316 $453K
20 BEAM WEALTH ADVISORS, INC. 0.11% 13,336 $454K
21 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.11% 62,379 $2.1M
22 OneAscent Financial Services LLC 0.10% 55,717 $1.9M
23 tru Independence LLC 0.10% 6,009 $205K
24 NOVEM GROUP 0.10% 25,617 $872K
25 Medallion Wealth Advisors, LLC 0.09% 6,850 $204K
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 (FTGS)

What does the Smart Money Trend signal show for FTGS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added FTGS 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 FTGS?

Slight buying edge — 54% buying: Last quarter: 87 funds bought or added vs 73 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 FTGS holders?

Strong quality — 32% AUM from major funds: 9 of 160 holders rank in the top 100 by AUM, accounting for 32% 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 FTGS?

Mostly new holders — 27% entered in last year: Only 17 funds (11%) 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.