Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTHI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — FTHI

Based on 226 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 FTHI 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
226 hedge funds hold FTHI 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 — +38% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+38% 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 — 70% buying

164 buying69 selling
Last quarter: 164 funds were net buyers (35 opened a brand new position + 129 added to an existing one). Only 69 were sellers (49 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 37 → 34 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 31% medium ■ 29% new
90 out of 226 hedge funds have held FTHI 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.
➡️

Steady discovery — ~35 new funds/quarter

32 → 35 → 37 → 34 → 35 new funds/Q
New funds entering each quarter: 35 → 37 → 34 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 42% veterans vs 39% newcomers

■ 42% veterans ■ 19% 1-2yr ■ 39% new
Entry-cohort mix of 226 holders: 95 (42%) are 2+ year veterans, 43 entered 1–2 years ago, and 88 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
17 of 226 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FTHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — FTHI

In 2026 Q2, 164 hedge funds were net buyers of FTHI (35 opened a new position, 129 added to an existing one), while 69 reduced or exited (49 trimmed, 20 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in FTHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 226.

Hedge Fund Ownership: FTHI

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

Market Analysis: FTHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTHI

-- --

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
3.1
/ 10
conviction
Hedge Fund Positioning: FTHI
224 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 224 211 6.16%
13F Shares 62M 55M 11.93%
Total Value $1.44B $1.23B 16.37%
New Positions 33 34 -1
Increased Positions 128 114 +14
Closed Positions 20 21 -1
Reduced Positions 49 53 -4
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTHI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

224 + investors

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

QUARTER:
Top 25 FTHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ergawealth Advisors, Inc. 24.54% 2,649,267 $63.2M
2 Sun Financial Inc 4.78% 422,859 $10.1M
3 RiverTree Advisors, LLC 3.57% 253,238 $6.0M
4 Foresight Capital Management Advisors, INC. 2.46% 211,875 $5.1M
5 Mission Financial Group, LLC 2.07% 104,577 $2.5M
6 Merkkuri Wealth Advisors LLC 1.87% 126,660 $3.0M
7 Elevation Wealth Partners, LLC 1.48% 206,649 $4.9M
8 Legacy Wealth Managment, LLC/ID 1.36% 137,965 $3.3M
9 Archer Investment Corp 1.20% 256,019 $6.1M
10 Arwa LLC 1.16% 117,013 $2.8M
11 Mjp Associates Inc /Adv 1.14% 438,628 $10.5M
12 Anchor Capital Management Group Inc 1.10% 67,000 $1.6M
13 Arq Wealth Advisors, LLC 1.01% 341,988 $8.2M
14 Puff Wealth Management, LLC 0.87% 35,852 $855K
15 Elevation Wealth Management LLC 0.81% 45,579 $1.1M
16 Davidson Trust Co 0.77% 82,671 $2.0M
17 American Institute for Advanced Investment Management, LLP 0.74% 52,115 $1.3M
18 Advisor OS, LLC 0.70% 440,389 $10.5M
19 PMG Family Office LLC 0.68% 30,713 $733K
20 SHP Wealth Management 0.66% 402,531 $9.6M
21 Etesian Wealth Advisors, Inc. 0.64% 90,720 $2.2M
22 Alessandra Capital Management, LLC 0.58% 34,125 $814K
23 Signature Equity Partners, LLC 0.53% 48,657 $1.2M
24 Cooper Financial Group 0.51% 258,359 $6.2M
25 Hbw Advisory Services LLC 0.49% 226,905 $5.4M
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 (FTHI)

What does the Smart Money Trend signal show for FTHI?

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

More buyers than sellers — 70% buying: Last quarter: 164 funds were net buyers (35 opened a brand new position + 129 added to an existing one). Only 69 were sellers (49 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTHI holders?

Elite ownership — 51% AUM from top-100 funds: 17 of 226 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FTHI. 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 FTHI?

40% of holders stayed for 2+ years: 90 out of 226 hedge funds have held FTHI 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.

Full history →