Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FTSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — FTSM

Based on 422 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 FTSM 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
422 hedge funds hold FTSM 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FTSM is almost the same as a year ago (+5 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

200 buying213 selling
Last quarter: 213 funds reduced or exited vs 200 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new FTSM position: 37 → 33 → 46 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
263 out of 422 hedge funds have held FTSM 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.
💎

Buying through price weakness — shares +2%, value -33%

Value
-32%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -33%. 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

39 → 37 → 33 → 46 → 58 new funds/Q
New funds entering each quarter: 37 → 33 → 46 → 58. A growing number of institutions are discovering FTSM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 17% 1-2yr ■ 17% new
Of 422 current holders: 279 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
17 of 422 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in FTSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — FTSM

In 2026 Q1, 200 hedge funds were net buyers of FTSM (58 opened a new position, 142 added to an existing one), while 213 reduced or exited (181 trimmed, 32 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in FTSM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 422.

Hedge Fund Ownership: FTSM

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

Market Analysis: FTSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTSM

-- --

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

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

Signal Freshness measures how much FTSM 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 · 77d ago
FTSM
+0.1%
SPY
+15.9%

FTSM outperformed SPY by -15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FTSM
+0.3%
SPY
+2.0%

Since the filing became public, FTSM outperformed SPY by -1.7% .

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.

16 top-rated funds 16 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: FTSM
418 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 418 396 5.56%
13F Shares 84M 82M 2.18%
Total Value $4.89B $7.27B -32.7%
New Positions 57 46 +11
Increased Positions 141 159 -18
Closed Positions 35 42 -7
Reduced Positions 179 151 +28
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTSM

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Financial Highlights

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Institutional Holders (2026 Q1)

418 + investors

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

QUARTER:
Top 25 FTSM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Investment Strategies LLC 32.66% 185,542 $11.1M
2 BDFS Capital LLC 32.17% 1,114,340 $66.8M
3 Hansen & Associates Financial Group, Inc. 25.56% 794,084 $47.5M
4 Guided Capital Wealth Management, LLC 21.76% 551,623 $33.0M
5 FSC Wealth Advisors, LLC 10.40% 9,116 $545K
6 Hilton Head Capital Partners, LLC 9.08% 269,246 $16.1M
7 Kaydan Wealth Management, Inc. 8.39% 419,546 $25.1M
8 Park Square Financial Group, LLC 8.10% 17,840 $1.1M
9 Mainsail Financial Group, LLC 7.80% 313,208 $18.7M
10 Sterling Manor Financial, LLC 7.14% 190,997 $11.4M
11 Shelton Wealth Management, LLC 5.66% 216,383 $12.9M
12 Csenge Advisory Group 5.19% 1,895,335 $113.3M
13 RiverTree Advisors, LLC 5.09% 134,529 $8.0M
14 Plus Group Wealth Advisors LLC 5.04% 76,668 $4.6M
15 Cassia Capital Partners, LLC 4.81% 156,304 $9.3M
16 Fairway Financial, LLC 4.72% 103,760 $6.2M
17 Uptick Partners, LLC 4.60% 386,047 $23.1M
18 Capasso Planning Partners LLC 4.49% 139,190 $8.3M
19 TCP Asset Management, LLC 4.41% 573,317 $34.3M
20 Transcendent Capital Group LLC 4.39% 161,164 $9.6M
21 IronBridge Private Wealth, LLC 3.63% 188,413 $11.3M
22 Bramshill Investments, LLC 3.38% 655,802 $39.2M
23 Kinloch Capital, LLC 3.23% 132,320 $7.9M
24 Balboa Wealth Partners 3.06% 304,852 $18.2M
25 Centerpoint Advisory Group 3.02% 67,160 $4.0M
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 (FTSM)

What does the Smart Money Trend signal show for FTSM?

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

More sellers than buyers — 48% buying: Last quarter: 213 funds reduced or exited vs 200 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 FTSM holders?

Elite ownership — 50% AUM from top-100 funds: 17 of 422 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in FTSM. 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 FTSM?

62% of holders stayed for 2+ years: 263 out of 422 hedge funds have held FTSM 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 (FTSM) following the 2026 Q1 hedge fund 13F filings?

As of today, FTSM has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), FTSM has gained +0.1% vs +15.9% 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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