Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTQI)

103 + Investors. Track Smart Money conviction in FTQI. 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
↑ +1
Streak
2Q ▲
Buyers last Q
72%

Smart Money Signals — FTQI

Based on 103 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FTQI 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
103 hedge funds hold FTQI 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 — +26% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+26% 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 — 72% buying

75 buying29 selling
Last quarter: 75 funds were net buyers (13 opened a brand new position + 62 added to an existing one). Only 29 were sellers (17 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 13 → 23 → 13. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 36% long-term, 24% new

36% conviction (2yr+) 40% medium 24% new
Of the 103 current holders: 37 (36%) held >2 years, 41 held 1–2 years, and 25 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.
💎

Buying through price weakness — shares +7%, value -10%

Value
-10%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

19 → 16 → 13 → 23 → 13 new funds/Q
New funds entering each quarter: 16 → 13 → 23 → 13. A growing number of institutions are discovering FTQI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 41% new entrants

39% veterans 20% 1-2yr 41% new
Of 103 current holders: 40 (39%) held 2+ years, 21 held 1–2 years, 42 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
8 of 103 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in FTQI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — FTQI

In 2026 Q1, 75 hedge funds were net buyers of FTQI (13 opened a new position, 62 added to an existing one), while 29 reduced or exited (17 trimmed, 12 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in FTQI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 103.

Hedge Fund Ownership: FTQI

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

Market Analysis: FTQI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTQI

-- --

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

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

Signal Freshness measures how much FTQI 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 · 84d ago
FTQI
+10.2%
SPY
+14.9%

FTQI outperformed SPY by -4.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
FTQI
+2.6%
SPY
+1.1%

Since the filing became public, FTQI outperformed SPY by +1.5% .

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.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: FTQI
103 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 103 102 0.98%
13F Shares 13M 12M 6.78%
Total Value $254M $283M -10.39%
New Positions 13 23 -10
Increased Positions 62 44 +18
Closed Positions 12 6 +6
Reduced Positions 17 26 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTQI

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Financial Highlights

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Institutional Holders (2026 Q1)

103 + investors

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

QUARTER:
Top 25 FTQI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sun Financial Inc 2.68% 245,950 $5.3M
2 Significant Wealth Partners LLC 2.18% 88,789 $1.8M
3 RiverTree Advisors, LLC 1.95% 154,916 $3.1M
4 Anchor Capital Management Group Inc 1.03% 74,000 $1.5M
5 PMG Family Office LLC 0.99% 44,561 $888K
6 Spartan Wealth Advisory Services LLC 0.89% 513,768 $10.2M
7 Fifth Third Securities, INC. 0.62% 481,302 $9.6M
8 Oder Investment Management, LLC 0.45% 29,629 $590K
9 Trueblood Wealth Management, LLC 0.42% 53,908 $1.1M
10 Core Wealth Partners LLC 0.35% 37,822 $753K
11 Snowden Capital Advisors LLC 0.26% 483,811 $9.6M
12 Marshall Investment Management, LLC 0.25% 26,466 $527K
13 Elevated Capital Advisors, LLC 0.22% 43,669 $870K
14 International Assets Investment Management, LLC 0.17% 119,448 $2.4M
15 Signature Equity Partners, LLC 0.16% 14,581 $290K
16 Balboa Wealth Partners 0.15% 44,390 $884K
17 Tactive Advisors, LLC 0.14% 25,094 $500K
18 IMG Wealth Management, Inc. 0.14% 10,806 $215K
19 Triumph Capital Management 0.13% 32,906 $655K
20 Kapstone Financial Advisors LLC 0.13% 13,520 $269K
21 Capital Investment Advisory Services, LLC 0.13% 90,462 $1.8M
22 Sowell Financial Services LLC 0.13% 172,411 $3.4M
23 Key Client Fiduciary Advisors, LLC 0.12% 17,251 $344K
24 Mach-1 Financial Group, LLC 0.11% 15,343 $306K
25 Integrated Wealth Concepts LLC 0.10% 650,358 $13.0M
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 (FTQI)

What does the Smart Money Trend signal show for FTQI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FTQI 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 FTQI?

More buyers than sellers — 72% buying: Last quarter: 75 funds were net buyers (13 opened a brand new position + 62 added to an existing one). Only 29 were sellers (17 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTQI holders?

Elite ownership — 50% AUM from top-100 funds: 8 of 103 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in FTQI. 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 FTQI?

Mixed — 36% long-term, 24% new: Of the 103 current holders: 37 (36%) held >2 years, 41 held 1–2 years, and 25 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 (FTQI) following the 2026 Q1 hedge fund 13F filings?

As of today, FTQI has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (March 31, 2026), FTQI has gained +10.2% vs +14.9% 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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