Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE TRADED FD (FTQI)

98 + 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
↑ +16
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — FTQI

Based on 98 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
98 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 — +32% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+32% 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

64 buying31 selling
Last quarter: 64 funds were net buyers (22 opened a brand new position + 42 added to an existing one). Only 31 were sellers (25 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new FTQI position: 19 → 15 → 12 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 29% new

35% conviction (2yr+) 37% medium 29% new
Of the 98 current holders: 34 (35%) held >2 years, 36 held 1–2 years, and 28 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 — ~22 new funds/quarter

17 → 19 → 15 → 12 → 22 new funds/Q
New funds entering each quarter: 19 → 15 → 12 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 43% new entrants

36% veterans 21% 1-2yr 43% new
Of 98 current holders: 35 (36%) held 2+ years, 21 held 1–2 years, 42 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
8 of 98 holders are among the 100 largest funds by AUM, controlling 40% 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: FTQI
2026 Q1 Stats Unlock in 13 days 98 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 98 82 19.51%
13F Shares 12M 11M 14.22%
Total Value $277M $216M 27.97%
New Positions 22 12 +10
Increased Positions 42 39 +3
Closed Positions 6 12 -6
Reduced Positions 25 20 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTQI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

98 + investors

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

Top 25 institutional holders of FTQI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Significant Wealth Partners LLC 2.18% 88,789 $1.8M
2 RiverTree Advisors, LLC 1.95% 154,916 $3.1M
3 PMG Family Office LLC 0.99% 44,561 $888K
4 Spartan Wealth Advisory Services LLC 0.89% 513,768 $10.2M
5 FIFTH THIRD SECURITIES, INC. 0.62% 481,302 $9.6M
6 Oder Investment Management, LLC 0.45% 29,629 $590K
7 Trueblood Wealth Management, LLC 0.42% 53,908 $1.1M
8 Elevated Capital Advisors, LLC 0.22% 43,669 $870K
9 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.17% 119,448 $2.4M
10 Balboa Wealth Partners 0.15% 44,390 $884K
11 Tactive Advisors, LLC 0.14% 25,094 $500K
12 Kapstone Financial Advisors LLC 0.13% 13,520 $269K
13 Capital Investment Advisory Services, LLC 0.13% 90,462 $1.8M
14 Sowell Financial Services LLC 0.13% 172,411 $3.4M
15 Key Client Fiduciary Advisors, LLC 0.12% 17,251 $344K
16 PRIVATE TRUST CO NA 0.09% 50,797 $1.0M
17 Cornerstone Wealth Management, LLC 0.08% 77,186 $1.5M
18 RFG Advisory, LLC 0.04% 121,423 $2.4M
19 Integrated Advisors Network LLC 0.04% 33,558 $668K
20 NOVEM GROUP 0.04% 15,346 $306K
21 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% 32,921 $656K
22 Sigma Planning Corp 0.03% 58,591 $1.2M
23 Dunhill Financial, LLC 0.03% 6,042 $120K
24 Concurrent Investment Advisors, LLC 0.03% 117,021 $2.3M
25 NWF Advisory Services Inc. 0.03% 11,200 $223K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 67% buying: Last quarter: 64 funds were net buyers (22 opened a brand new position + 42 added to an existing one). Only 31 were sellers (25 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTQI holders?

Elite ownership — 40% AUM from top-100 funds: 8 of 98 holders are among the 100 largest funds by AUM, controlling 40% 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 — 35% long-term, 29% new: Of the 98 current holders: 34 (35%) held >2 years, 36 held 1–2 years, and 28 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.