FTXH Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy First Tr Exchange Traded Fd (FTXH) following the 2026 Q3 hedge fund 13F filings?

As of today, FTXH has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), FTXH gained +6.5% vs -1.1% 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.

First Tr Exchange Traded Fd (FTXH)

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

Smart Money Signals — FTXH

Based on 31 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their FTXH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

31 hedge funds hold FTXH 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.

🚀

Fast accumulation — +72% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+72% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 50% buying

14 buying14 selling

Last quarter: 14 funds bought or added vs 14 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 (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 2 → 9 → 9 → 3. 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.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 16% medium ■ 32% new

16 out of 31 hedge funds have held FTXH 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 — ~3 new funds/quarter

1 → 2 → 9 → 9 → 3 new funds/Q

New funds entering each quarter: 2 → 9 → 9 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 71% veterans vs 29% newcomers

■ 71% veterans ■ 0% 1-2yr ■ 29% new

Entry-cohort mix of 31 holders: 22 (71%) are 2+ year veterans, 0 entered 1–2 years ago, and 9 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

9 of 31 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in FTXH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	31	32	-3.12%
13F Shares	619K	550K	12.39%
Total Value	$22M	$18M	23.29%
New Positions	3	9	-6
Increased Positions	11	11	-
Closed Positions	4	3	+1
Reduced Positions	10	7	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-3.12%

13F Shares

619K

550K

12.39%

Total Value

$22M

$18M

23.29%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

31 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTXH. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FTXH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nilsine Partners, LLC	1.60%	554,955	$23.0M
2	Englebert Financial Advisers, LLC	0.74%	18,101	$751K
3	NewSquare Capital LLC	0.72%	239,314	$9.9M
4	Petra Financial Advisors Inc	0.63%	31,046	$1.3M
5	TriaGen Wealth Management LLC	0.57%	57,019	$2.4M
6	First Trust Advisors LP	0.47%	19,115,370	$792.7M
7	Davis Investment Partners, LLC	0.42%	32,406	$1.3M
8	Trust Co of Oklahoma	0.34%	30,927	$1.3M
9	Element Wealth, LLC	0.25%	16,286	$675K
10	Realta Investment Advisors	0.23%	19,199	$796K
11	Beto Financial Group, LLC	0.17%	8,466	$362K
12	Leigh Baldwin & CO., LLC	0.16%	7,500	$311K
13	MinichMacGregor Wealth Management, LLC	0.16%	23,337	$968K
14	Transamerica Financial Advisors, LLC	0.10%	30,955	$1.3M
15	Tudor Financial Inc.	0.09%	4,875	$202K
16	Summit Financial, LLC	0.08%	185,915	$7.7M
17	Daymark Wealth Partners, LLC	0.07%	75,910	$3.1M
18	Cyndeo Wealth Partners, LLC	0.07%	36,743	$1.5M
19	Spire Wealth Management	0.07%	52,257	$2.2M
20	Compass Financial Management LLC	0.06%	14,221	$590K
21	Oppenheimer & Co Inc	0.06%	145,018	$6.0M
22	Benjamin Edwards Inc	0.06%	166,984	$6.9M
23	Ameritas Investment Partners, Inc.	0.04%	34,297	$1.4M
24	Claro Advisors Inc.	0.03%	7,528	$312K
25	Creative Financial Designs Inc /Adv	0.02%	10,946	$454K

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 (FTXH)

What does the Smart Money Trend signal show for FTXH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FTXH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FTXH?

Slight buying edge — 50% buying: Last quarter: 14 funds bought or added vs 14 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 FTXH holders?

Elite ownership — 44% AUM from top-100 funds: 9 of 31 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in FTXH. 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 FTXH?

52% of holders stayed for 2+ years: 16 out of 31 hedge funds have held FTXH 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 (FTXH) following the 2026 Q3 hedge fund 13F filings?

As of today, FTXH has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), FTXH has gained +6.5% vs -1.1% 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.

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First Tr Exchange Traded Fd (FTXH)

Smart Money Signals — FTXH

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Fast accumulation — +72% more funds vs a year ago

Slight buying edge — 50% buying

Fewer new buyers each quarter (-6 vs last Q)

52% of holders stayed for 2+ years

Steady discovery — ~3 new funds/quarter

Veteran-anchored — 71% veterans vs 29% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — FTXH

Hedge Fund Ownership: FTXH

Market Analysis: FTXH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FTXH

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

Hedge Fund Positioning: FTXH

Statistics: FTXH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — First Tr Exchange Traded Fd (FTXH)

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