Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE TRADED FD (FTHI)

189 + 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
↑ +18
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — FTHI

Based on 189 hedge funds · latest filing: 2025 Q4 · 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
189 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 — +36% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+36% 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

138 buying58 selling
Last quarter: 138 funds were net buyers (35 opened a brand new position + 103 added to an existing one). Only 58 were sellers (41 trimmed + 17 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: 22 → 30 → 33 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 34% new

38% conviction (2yr+) 29% medium 34% new
Of the 189 current holders: 71 (38%) held >2 years, 54 held 1–2 years, and 64 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.
📈

Growing discovery — still being found

27 → 22 → 30 → 33 → 35 new funds/Q
New funds entering each quarter: 22 → 30 → 33 → 35. A growing number of institutions are discovering FTHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 44% new entrants

38% veterans 17% 1-2yr 44% new
Of 189 current holders: 72 (38%) held 2+ years, 33 held 1–2 years, 84 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
10 of 189 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: FTHI
2026 Q1 Stats Unlock in 22 days 189 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 189 171 10.53%
13F Shares 48M 40M 19.63%
Total Value $1.13B $944M 19.59%
New Positions 35 33 +2
Increased Positions 103 92 +11
Closed Positions 17 19 -2
Reduced Positions 41 32 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTHI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

189 + investors

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

Top 25 institutional holders of FTHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ergawealth Advisors, Inc. 24.02% 2,367,488 $54.3M
2 Integrity Wealth Partners, LLC 4.25% 205,814 $4.7M
3 RiverTree Advisors, LLC 3.07% 211,386 $4.9M
4 Merkkuri Wealth Advisors LLC 2.27% 149,549 $3.4M
5 ELEVATION WEALTH PARTNERS, LLC 1.70% 206,225 $4.7M
6 ARWA LLC 0.88% 75,377 $1.8M
7 DAVIDSON TRUST CO 0.84% 85,321 $2.0M
8 American Institute for Advanced Investment Management, LLP 0.80% 52,315 $1.2M
9 PMG Family Office LLC 0.73% 28,457 $653K
10 Cooper Financial Group 0.69% 297,955 $6.8M
11 Etesian Wealth Advisors, Inc. 0.65% 89,146 $2.0M
12 Sequent Planning LLC 0.60% 108,578 $2.5M
13 Main Line Retirement Advisors, LLC 0.48% 41,800 $959K
14 Quad-Cities Investment Group, LLC 0.47% 51,714 $1.2M
15 Fermata Advisors, LLC 0.35% 67,329 $1.5M
16 Accel Wealth Management 0.29% 47,801 $1.1M
17 Goldstone Financial Group, LLC 0.28% 112,072 $2.6M
18 Balboa Wealth Partners 0.23% 59,307 $1.4M
19 Independent Wealth Network Inc. 0.19% 28,485 $654K
20 ADAMSBROWN WEALTH CONSULTANTS LLC 0.15% 24,547 $563K
21 PRIVATE CLIENT SERVICES, LLC 0.15% 21,409 $491K
22 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.11% 12,041 $276K
23 Southland Equity Partners LLC 0.11% 25,325 $581K
24 Castle Rock Wealth Management, LLC 0.07% 14,866 $344K
25 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.07% 61,547 $1.4M
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: 138 funds were net buyers (35 opened a brand new position + 103 added to an existing one). Only 58 were sellers (41 trimmed + 17 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: 10 of 189 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 — 38% long-term, 34% new: Of the 189 current holders: 71 (38%) held >2 years, 54 held 1–2 years, and 64 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.