Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FTSM)

420 + 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
↑ +3
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — FTSM

Based on 425 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 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
425 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 (+12 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

223 buying205 selling
Last quarter: 223 funds bought or added vs 205 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 47 → 58 → 49. 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.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
279 out of 425 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.
📈

Growing discovery — still being found

38 → 33 → 47 → 58 → 49 new funds/Q
New funds entering each quarter: 33 → 47 → 58 → 49. A growing number of institutions are discovering FTSM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 15% 1-2yr ■ 18% new
Entry-cohort mix of 425 holders: 283 (67%) are 2+ year veterans, 65 entered 1–2 years ago, and 77 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
22 of 424 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 Q2, 223 hedge funds were net buyers of FTSM (49 opened a new position, 174 added to an existing one), while 205 reduced or exited (159 trimmed, 46 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction 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: +3 funds (more new holders than closures). Total institutional holders: 425.

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

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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.

12 top-rated funds 20 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: FTSM
420 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 420 422 -0.47%
13F Shares 83M 84M -1.57%
Total Value $4.85B $4.91B -1.17%
New Positions 47 58 -11
Increased Positions 173 142 +31
Closed Positions 48 33 +15
Reduced Positions 159 181 -22
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTSM

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Institutional Holders (2026 Q2)

420 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BDFS Capital LLC 29.92% 1,148,473 $68.8M
2 Altium Investment Strategies LLC 23.24% 269,789 $16.1M
3 Guided Capital Wealth Management, LLC 21.96% 628,737 $37.6M
4 Hansen & Associates Financial Group, Inc. 21.93% 639,953 $38.3M
5 Tucker Asset Management LLC 18.12% 1,013,985 $60.6M
6 Park Square Financial Group, LLC 7.92% 14,685 $877K
7 Mainsail Financial Group, LLC 7.72% 380,580 $22.7M
8 Cedrus Wealth Group LLC 7.56% 144,864 $8.7M
9 Kaydan Wealth Management, Inc. 7.51% 412,387 $24.6M
10 Kirkwood Financial Services 7.45% 436,651 $26.1M
11 Forty-three Eighteen Advisors, LLC 6.87% 170,876 $10.2M
12 Hilton Head Capital Partners, LLC 5.88% 195,302 $11.7M
13 Shelton Wealth Management, LLC 5.11% 218,227 $13.0M
14 Plus Group Wealth Advisors LLC 5.00% 89,073 $5.3M
15 Cassia Capital Partners, LLC 4.75% 164,178 $9.8M
16 Csenge Advisory Group 4.61% 1,901,343 $113.6M
17 Fairway Financial, LLC 4.34% 106,271 $6.3M
18 TCP Asset Management, LLC 4.26% 629,760 $37.6M
19 Second Line Capital, LLC 3.92% 351,126 $21.0M
20 Transcendent Capital Group LLC 3.76% 161,981 $9.7M
21 IronBridge Private Wealth, LLC 3.61% 183,912 $11.0M
22 Uptick Partners, LLC 3.59% 386,777 $23.1M
23 Accurate Wealth Management, LLC 3.28% 575,587 $34.4M
24 Bramshill Investments, LLC 3.01% 659,483 $39.4M
25 TKG Advisors, LLC 2.99% 144,261 $8.6M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 52% buying: Last quarter: 223 funds bought or added vs 205 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 FTSM holders?

Elite ownership — 50% AUM from top-100 funds: 22 of 424 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?

66% of holders stayed for 2+ years: 279 out of 425 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.

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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