Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTXG)

26 + Investors. Track Smart Money conviction in FTXG. 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
↑ +7
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — FTXG

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FTXG 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.
🔻

Below peak — only 36% of 3.0Y high

36% of all-time peak
Only 27 funds hold FTXG today versus a peak of 75 funds at 2023 Q2 — just 36% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

15 buying13 selling
Last quarter: 15 funds bought or added vs 13 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new FTXG position: 5 → 3 → 5 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 48% new

30% conviction (2yr+) 22% medium 48% new
Of the 27 current holders: 8 (30%) held >2 years, 6 held 1–2 years, and 13 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.
💰

Value +181% but shares only +145% — price-driven

Value
+181%
Shares
+145%
Last quarter: the total dollar value of institutional holdings rose +181%, but actual share count only changed +145%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

3 → 5 → 3 → 5 → 12 new funds/Q
New funds entering each quarter: 5 → 3 → 5 → 12. A growing number of institutions are discovering FTXG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 41% veterans vs 52% newcomers

41% veterans 7% 1-2yr 52% new
Entry-cohort mix of 27 holders: 11 (41%) are 2+ year veterans, 2 entered 1–2 years ago, and 14 (52%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
5 of 26 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.3
out of 10
Low Exit Risk
Exit risk score 1.3/10 — 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 — FTXG

In 2026 Q1, 15 hedge funds were net buyers of FTXG (12 opened a new position, 3 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: FTXG

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

Market Analysis: FTXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTXG

-- --

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

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

Signal Freshness measures how much FTXG 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 · 78d ago
FTXG
+0.0%
SPY
+15.9%

FTXG outperformed SPY by -15.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FTXG
-0.1%
SPY
+2.0%

Since the filing became public, FTXG outperformed SPY by -2.1% .

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: FTXG
26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 20 30.0%
13F Shares 390K 174K 124.1%
Total Value $9M $4M 159.07%
New Positions 11 5 +6
Increased Positions 3 6 -3
Closed Positions 5 6 -1
Reduced Positions 8 5 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTXG

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Institutional Holders (2026 Q1)

26 + investors

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

QUARTER:
Top 25 FTXG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clear Point Advisors Inc. 1.12% 28,968 $1.4M
2 Fulcrum Equity Management 0.24% 11,418 $253K
3 Journey Advisory Group, LLC 0.22% 116,359 $2.6M
4 Wakefield Asset Management LLLP 0.19% 31,998 $708K
5 Financial Solutions Advisory Group, Inc. 0.11% 36,915 $817K
6 IHT Wealth Management, LLC 0.03% 58,481 $1.3M
7 McAdam, LLC 0.01% 10,794 $239K
8 Minot DeBlois Advisors LLC 0.00% 235 $5K
9 IFP Advisors, Inc 0.00% 1,890 $42K
10 Banque Transatlantique SA 0.00% 1,330 $29K
11 Wealth Enhancement Advisory Services, LLC 0.00% 13,801 $306K
12 Parallel Advisors, LLC 0.00% 1,115 $25K
13 Stifel Financial Corp 0.00% 13,946 $309K
14 Raymond James Financial Inc 0.00% 32,017 $709K
15 Princeton Global Asset Management LLC 0.00% 55 $1K
16 Sound Income Strategies, LLC 0.00% 104 $2K
17 Osaic Holdings, INC. 0.00% 2,829 $63K
18 Western Wealth Management, LLC 0.00% 110 $2K
19 Royal Bank of Canada 0.00% 19,009 $421K
20 Goldman Sachs Group Inc 0.00% 27,292 $604K
21 LPL Financial LLC 0.00% 9,390 $208K
22 Transamerica Financial Advisors, LLC 0.00% 16
23 Steward Partners Investment Advisory, LLC 0.00% 172 $4K
24 Morgan Stanley 0.00% 8,907 $197K
25 AE Wealth Management LLC 0.00% 88 $2K
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 (FTXG)

What does the Smart Money Trend signal show for FTXG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FTXG 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 FTXG?

Slight buying edge — 54% buying: Last quarter: 15 funds bought or added vs 13 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 FTXG holders?

Smaller funds dominant — 14% AUM from top-100: 5 of 26 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FTXG?

Mixed — 30% long-term, 48% new: Of the 27 current holders: 8 (30%) held >2 years, 6 held 1–2 years, and 13 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.

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

As of today, FTXG has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), FTXG has gained +0.0% 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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