Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FTRI)

71 + Investors. Track Smart Money conviction in FTRI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — FTRI

Based on 71 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 FTRI 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
71 funds currently hold this stock — 92% of the 3.0-year high of 77 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

35 buying29 selling
Last quarter: 35 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 11 → 13 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 23% medium ■ 27% new
36 out of 71 hedge funds have held FTRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

5 → 7 → 11 → 13 → 12 new funds/Q
New funds entering each quarter: 7 → 11 → 13 → 12. A growing number of institutions are discovering FTRI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 14% 1-2yr ■ 28% new
Entry-cohort mix of 71 holders: 41 (58%) are 2+ year veterans, 10 entered 1–2 years ago, and 20 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
9 of 71 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FTRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — FTRI

In 2026 Q1, 35 hedge funds were net buyers of FTRI (12 opened a new position, 23 added to an existing one), while 29 reduced or exited (23 trimmed, 6 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in FTRI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 71.

Hedge Fund Ownership: FTRI

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

Market Analysis: FTRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTRI

-- --

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

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

Signal Freshness measures how much FTRI 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 · 81d ago
FTRI
nan%
SPY
+15.1%

FTRI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
FTRI
nan%
SPY
+1.3%

Since the filing became public, FTRI outperformed SPY by nan% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: FTRI
71 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 71 65 9.23%
13F Shares 5M 4M 18.95%
Total Value $80M $63M 26.12%
New Positions 12 13 -1
Increased Positions 23 14 +9
Closed Positions 6 10 -4
Reduced Positions 23 30 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTRI

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Institutional Holders (2026 Q1)

71 + investors

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

QUARTER:
Top 25 FTRI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lauer Wealth, LLC 0.78% 53,580 $978K
2 Treasure Coast Financial Planning 0.25% 27,429 $490K
3 Chris Bulman Inc 0.20% 26,057 $465K
4 Van Diest Capital, LLC 0.20% 14,054 $251K
5 Security National Bank 0.16% 62,974 $1.1M
6 Columbia Advisory Partners LLC 0.16% 13,686 $244K
7 Park National Corp /Oh/ 0.14% 262,713 $4.7M
8 Quad-Cities Investment Group, LLC 0.14% 19,089 $341K
9 Manchester Financial Inc 0.13% 39,024 $697K
10 Holos Integrated Wealth LLC 0.11% 12,391 $224K
11 Monument Capital Management 0.11% 25,286 $451K
12 Waterfront Wealth Inc. 0.08% 24,090 $430K
13 Independent Wealth Network Inc. 0.07% 13,719 $245K
14 PCG Wealth Advisors, LLC 0.07% 14,702 $262K
15 Fsb Premier Wealth Management, INC. 0.07% 11,823 $211K
16 Crumly & Associates Inc. 0.06% 15,862 $283K
17 Cambridge Advisors Inc. 0.06% 17,082 $305K
18 Walkner Condon Financial Advisors LLC 0.05% 20,131 $359K
19 Gladstone Institutional Advisory LLC 0.04% 57,649 $1.0M
20 Keating Financial Advisory Services, Inc. 0.03% 8,809 $157K
21 Level Four Advisory Services, LLC 0.02% 38,893 $694K
22 Koshinski Asset Management, Inc. 0.01% 12,221 $218K
23 Focus Financial Network, Inc. 0.01% 19,073 $340K
24 Modern Wealth Management, LLC 0.01% 37,871 $681K
25 D.A. Davidson & CO. 0.01% 79,567 $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 (FTRI)

What does the Smart Money Trend signal show for FTRI?

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

Slight buying edge — 55% buying: Last quarter: 35 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FTRI holders?

Elite ownership — 60% AUM from top-100 funds: 9 of 71 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FTRI. 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 FTRI?

51% of holders stayed for 2+ years: 36 out of 71 hedge funds have held FTRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, FTRI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FTRI has gained nan% vs +15.1% 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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