Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FTRI)

72 + 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
↑ +1
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — FTRI

Based on 72 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
72 funds currently hold this stock — 92% of the 3.0-year high of 78 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

33 buying36 selling
Last quarter: 36 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~12 new funds per quarter

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

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 31% medium ■ 17% new
38 out of 72 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.
➡️

Steady discovery — ~12 new funds/quarter

7 → 11 → 13 → 12 → 12 new funds/Q
New funds entering each quarter: 11 → 13 → 12 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 26% new
Entry-cohort mix of 72 holders: 43 (60%) are 2+ year veterans, 10 entered 1–2 years ago, and 19 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
9 of 72 holders are among the 100 largest funds by AUM, controlling 54% 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 Q2, 33 hedge funds were net buyers of FTRI (12 opened a new position, 21 added to an existing one), while 36 reduced or exited (25 trimmed, 11 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in FTRI 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: 72.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FTRI
2026 Q3 Stats Unlock in 5 days 72 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 72 71 1.41%
13F Shares 5M 5M 1.76%
Total Value $72M $80M -9.48%
New Positions 12 12 -
Increased Positions 21 23 -2
Closed Positions 11 6 +5
Reduced Positions 25 23 +2
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 Q3)

72 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FTRI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lauer Wealth, LLC 0.82% 78,750 $1.3M
2 Treasure Coast Financial Planning 0.20% 25,256 $424K
3 Security National Bank 0.17% 87,820 $1.5M
4 Columbia Advisory Partners LLC 0.12% 13,486 $226K
5 Park National Corp /Oh/ 0.12% 264,553 $4.4M
6 Chris Bulman Inc 0.12% 19,921 $334K
7 Manchester Financial Inc 0.11% 38,525 $647K
8 Quad-Cities Investment Group, LLC 0.11% 18,606 $312K
9 Holos Integrated Wealth LLC 0.09% 11,655 $198K
10 Crumly & Associates Inc. 0.07% 24,928 $418K
11 Independent Wealth Network Inc. 0.06% 13,519 $227K
12 Waterfront Wealth Inc. 0.06% 20,506 $349K
13 Fsb Premier Wealth Management, INC. 0.05% 11,855 $199K
14 Cambridge Advisors Inc. 0.05% 17,120 $287K
15 Walkner Condon Financial Advisors LLC 0.04% 21,981 $369K
16 Keating Financial Advisory Services, Inc. 0.02% 8,809 $148K
17 Farther Finance Advisors, LLC 0.02% 144,448 $2.4M
18 Concurrent Investment Advisors, LLC 0.01% 104,651 $1.8M
19 Focus Financial Network, Inc. 0.01% 22,315 $375K
20 Koshinski Asset Management, Inc. 0.01% 10,242 $172K
21 D.A. Davidson & CO. 0.01% 88,397 $1.5M
22 Summit Financial, LLC 0.01% 33,438 $561K
23 Independent Financial Group, LLC 0.00% 14,585 $245K
24 Principal Securities, INC. 0.00% 20,724 $348K
25 Harbour Investments, INC. 0.00% 16,137 $271K
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 — 3 quarters in a row: For 3 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?

More sellers than buyers — 48% buying: Last quarter: 36 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FTRI holders?

Elite ownership — 54% AUM from top-100 funds: 9 of 72 holders are among the 100 largest funds by AUM, controlling 54% 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?

53% of holders stayed for 2+ years: 38 out of 72 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.

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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