Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FTGS)

190 + 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
↑ +11
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — FTGS

Based on 191 hedge funds · latest filing: 2026 Q2 · 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
191 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+22% 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 — 61% buying

114 buying72 selling
Last quarter: 114 funds were net buyers (28 opened a brand new position + 86 added to an existing one). Only 72 were sellers (55 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 21 → 29 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 23% new

■ 31% conviction (2yr+) ■ 46% medium ■ 23% new
Of the 191 current holders: 60 (31%) held >2 years, 87 held 1–2 years, and 44 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~28 new funds/quarter

20 → 32 → 21 → 29 → 28 new funds/Q
New funds entering each quarter: 32 → 21 → 29 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 21% veterans, 30% new entrants

■ 21% veterans ■ 49% 1-2yr ■ 30% new
Of 191 current holders: 40 (21%) held 2+ years, 93 held 1–2 years, 58 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
17 of 191 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — FTGS

In 2026 Q2, 114 hedge funds were net buyers of FTGS (28 opened a new position, 86 added to an existing one), while 72 reduced or exited (55 trimmed, 17 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in FTGS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 191.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: FTGS
190 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 190 180 5.56%
13F Shares 25M 26M -4.98%
Total Value $902M $834M 8.2%
New Positions 27 29 -2
Increased Positions 86 69 +17
Closed Positions 17 20 -3
Reduced Positions 55 67 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTGS

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Institutional Holders (2026 Q2)

190 + investors

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

QUARTER:
Top 25 FTGS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tounjian Advisory Partners, LLC 16.45% 1,039,494 $38.5M
2 Mach-1 Financial Group, LLC 7.17% 500,463 $18.5M
3 IFC & Insurance Marketing, Inc. 5.94% 182,240 $6.7M
4 ODonnell Financial Services, LLC 5.64% 517,844 $19.2M
5 RiverTree Advisors, LLC 3.69% 168,830 $6.2M
6 Hobart Private Capital, LLC 2.70% 425,915 $15.8M
7 Centennial Wealth Advisory LLC 1.71% 214,430 $7.9M
8 KPP Advisory Services LLC 1.54% 329,694 $12.2M
9 PCG Wealth Advisors, LLC 1.04% 126,201 $4.7M
10 Iams Wealth Management, LLC 0.90% 80,793 $3.0M
11 Comprehensive Financial Consultants Institutional, Inc. 0.78% 79,677 $2.9M
12 Proactive Wealth Strategies LLC 0.67% 112,161 $4.2M
13 Morey & Quinn Wealth Partners, LLC 0.65% 27,203 $1.0M
14 Pinnacle Family Advisors, LLC 0.63% 40,364 $1.5M
15 Kapstone Financial Advisors LLC 0.60% 38,992 $1.4M
16 Wealth Watch Advisors, INC 0.60% 49,571 $1.8M
17 Fsb Premier Wealth Management, INC. 0.40% 38,489 $1.4M
18 Stonehaven Wealth & Tax Solutions, LLC 0.40% 13,492 $499K
19 Park National Corp /Oh/ 0.39% 376,330 $13.9M
20 Independent Advisor Alliance 0.36% 419,671 $15.5M
21 LVZ, Inc. 0.31% 81,239 $3.0M
22 VestGen Advisors, LLC 0.30% 274,091 $10.1M
23 ABLE Financial Group, LLC 0.28% 45,503 $1.7M
24 West Michigan Advisors, LLC 0.28% 37,002 $1.3M
25 Altus Wealth Group LLC 0.28% 20,609 $763K
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?

More buyers than sellers — 61% buying: Last quarter: 114 funds were net buyers (28 opened a brand new position + 86 added to an existing one). Only 72 were sellers (55 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTGS holders?

Strong quality — 38% AUM from major funds: 17 of 191 holders rank in the top 100 by AUM, accounting for 38% 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?

Mixed — 31% long-term, 23% new: Of the 191 current holders: 60 (31%) held >2 years, 87 held 1–2 years, and 44 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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