Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FTGS)

180 + Investors. Track Smart Money conviction in FTGS. 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
↑ +10
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — FTGS

Based on 180 hedge funds · latest filing: 2026 Q1 · 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
180 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 — +19% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

98 buying86 selling
Last quarter: 98 funds bought or added vs 86 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new FTGS position: 19 → 32 → 20 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 27% entered in last year

17% conviction (2yr+) 56% medium 27% new
Only 31 funds (17%) 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.
➡️

Steady discovery — ~29 new funds/quarter

26 → 19 → 32 → 20 → 29 new funds/Q
New funds entering each quarter: 19 → 32 → 20 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 11% veterans, 38% new entrants

11% veterans 52% 1-2yr 38% new
Of 180 current holders: 19 (11%) held 2+ years, 93 held 1–2 years, 68 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
14 of 180 holders rank in the top 100 by AUM, accounting for 36% 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.

Institutional Sentiment Summary — FTGS

In 2026 Q1, 98 hedge funds were net buyers of FTGS (29 opened a new position, 69 added to an existing one), while 86 reduced or exited (67 trimmed, 19 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in FTGS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 180.

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

-- --

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

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

Signal Freshness measures how much FTGS 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 · 78d ago
FTGS
+10.2%
SPY
+15.9%

FTGS outperformed SPY by -5.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FTGS
+3.9%
SPY
+2.0%

Since the filing became public, FTGS 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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: FTGS
180 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 180 170 5.88%
13F Shares 26M 27M -2.8%
Total Value $834M $941M -11.35%
New Positions 29 20 +9
Increased Positions 69 70 -1
Closed Positions 19 15 +4
Reduced Positions 67 61 +6
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 Q1)

180 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mach-1 Financial Group, LLC 6.55% 546,689 $18.6M
2 IFC & Insurance Marketing, Inc. 6.03% 169,653 $5.8M
3 ODonnell Financial Services, LLC 5.89% 502,310 $17.1M
4 RiverTree Advisors, LLC 3.08% 142,913 $4.9M
5 Hobart Private Capital, LLC 2.70% 403,589 $13.7M
6 Centennial Wealth Advisory LLC 1.79% 216,767 $7.4M
7 Pacific Excel Wealth Advisors, Inc. 1.73% 48,436 $1.6M
8 Key Client Fiduciary Advisors, LLC 1.66% 143,482 $4.9M
9 KPP Advisory Services LLC 1.57% 317,299 $10.8M
10 PCG Wealth Advisors, LLC 1.13% 131,248 $4.5M
11 Iams Wealth Management, LLC 0.94% 78,998 $2.7M
12 Comprehensive Financial Consultants Institutional, Inc. 0.81% 79,823 $2.7M
13 Proactive Wealth Strategies LLC 0.73% 113,813 $3.9M
14 Morey & Quinn Wealth Partners, LLC 0.68% 28,070 $956K
15 Kapstone Financial Advisors LLC 0.66% 39,594 $1.3M
16 Pinnacle Family Advisors, LLC 0.65% 40,582 $1.4M
17 Altus Wealth Group LLC 0.55% 39,524 $1.3M
18 Stonehaven Wealth & Tax Solutions, LLC 0.41% 13,515 $460K
19 Fsb Premier Wealth Management, INC. 0.40% 37,740 $1.3M
20 Wealth Watch Advisors, INC 0.39% 27,665 $942K
21 Park National Corp /Oh/ 0.38% 367,337 $12.5M
22 LVZ, Inc. 0.33% 84,114 $2.9M
23 ABLE Financial Group, LLC 0.30% 45,338 $1.5M
24 BlueChip Wealth Advisors LLC 0.28% 18,946 $645K
25 Traction Financial Partners, LLC 0.28% 13,242 $451K
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 — 53% buying: Last quarter: 98 funds bought or added vs 86 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 — 36% AUM from major funds: 14 of 180 holders rank in the top 100 by AUM, accounting for 36% 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 31 funds (17%) 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.

Is it too late to buy First Tr Exchange-Traded Fd (FTGS) following the 2026 Q1 hedge fund 13F filings?

As of today, FTGS has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), FTGS has gained +10.2% vs +15.9% 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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