Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTHI)

211 + Investors. Track Smart Money conviction in FTHI. 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
↑ +15
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — FTHI

Based on 211 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 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
211 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 — +40% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+40% 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 — 67% buying

148 buying73 selling
Last quarter: 148 funds were net buyers (34 opened a brand new position + 114 added to an existing one). Only 73 were sellers (54 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 31 → 35 → 36 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 32% new

37% conviction (2yr+) 30% medium 32% new
Of the 211 current holders: 79 (37%) held >2 years, 64 held 1–2 years, and 68 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 — ~34 new funds/quarter

24 → 31 → 35 → 36 → 34 new funds/Q
New funds entering each quarter: 31 → 35 → 36 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 41% of holders stayed 2+ years

41% veterans 19% 1-2yr 40% new
Of 212 current holders: 87 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
13 of 211 holders are among the 100 largest funds by AUM, controlling 47% 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q1, 148 hedge funds were net buyers of FTHI (34 opened a new position, 114 added to an existing one), while 73 reduced or exited (54 trimmed, 19 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 47% 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: 211.

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.

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

Signal Freshness measures how much FTHI 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 · 75d ago
FTHI
+3.5%
SPY
+14.1%

FTHI outperformed SPY by -10.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
FTHI
+0.2%
SPY
+0.3%

Since the filing became public, FTHI outperformed SPY by -0.1% .

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.

4 top-rated funds 4 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: FTHI
211 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 211 196 7.65%
13F Shares 55M 48M 14.22%
Total Value $1.23B $1.14B 8.15%
New Positions 34 36 -2
Increased Positions 114 107 +7
Closed Positions 19 18 +1
Reduced Positions 53 43 +10
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTHI

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Institutional Holders (2026 Q1)

211 + 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 Q1 · Source: SEC Form 13F
# 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

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 — 67% buying: Last quarter: 148 funds were net buyers (34 opened a brand new position + 114 added to an existing one). Only 73 were sellers (54 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTHI holders?

Elite ownership — 47% AUM from top-100 funds: 13 of 211 holders are among the 100 largest funds by AUM, controlling 47% 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?

Mixed — 37% long-term, 32% new: Of the 211 current holders: 79 (37%) held >2 years, 64 held 1–2 years, and 68 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.

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

As of today, FTHI has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), FTHI has gained +3.5% vs +14.1% 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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