Institutional Holders (2026 Q1)
211 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTHI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Ergawealth Advisors, Inc. | 24.02% | 2,367,488 | $54.3M |
| 2 | Sun Financial Inc | 4.84% | 401,866 | $9.7M |
| 3 | Integrity Wealth Partners, LLC | 4.25% | 205,814 | $4.7M |
| 4 | RiverTree Advisors, LLC | 3.07% | 211,386 | $4.9M |
| 5 | Merkkuri Wealth Advisors LLC | 2.27% | 149,549 | $3.4M |
| 6 | Mission Financial Group, LLC | 1.96% | 92,455 | $2.1M |
| 7 | Elevation Wealth Partners, LLC | 1.70% | 206,225 | $4.7M |
| 8 | Archer Investment Corp | 1.15% | 234,922 | $5.4M |
| 9 | Mjp Associates Inc /Adv | 1.14% | 409,674 | $9.4M |
| 10 | Anchor Capital Management Group Inc | 1.07% | 67,000 | $1.5M |
| 11 | Elevation Wealth Management LLC | 0.96% | 45,573 | $1.0M |
| 12 | Arq Wealth Advisors, LLC | 0.91% | 218,950 | $5.0M |
| 13 | Arwa LLC | 0.88% | 75,377 | $1.8M |
| 14 | Davidson Trust Co | 0.84% | 85,321 | $2.0M |
| 15 | Legacy Wealth Managment, LLC/ID | 0.80% | 70,540 | $1.6M |
| 16 | American Institute for Advanced Investment Management, LLP | 0.80% | 52,315 | $1.2M |
| 17 | Strategic Financial Concepts, LLC | 0.75% | 132,697 | $3.0M |
| 18 | PMG Family Office LLC | 0.73% | 28,457 | $653K |
| 19 | Cooper Financial Group | 0.69% | 297,955 | $6.8M |
| 20 | Alessandra Capital Management, LLC | 0.69% | 32,645 | $771K |
| 21 | Advisor OS, LLC | 0.68% | 411,435 | $9.4M |
| 22 | Etesian Wealth Advisors, Inc. | 0.65% | 89,146 | $2.0M |
| 23 | SHP Wealth Management | 0.65% | 374,265 | $8.6M |
| 24 | Sequent Planning LLC | 0.60% | 108,578 | $2.5M |
| 25 | Signature Equity Partners, LLC | 0.59% | 47,759 | $1.1M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|