Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTXH)

31 + Investors. Track Smart Money conviction in FTXH. 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
↑ +6
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — FTXH

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FTXH 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
32 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 — +60% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+60% 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.
🟢

More buyers than sellers — 67% buying

20 buying10 selling
Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 16% medium 28% new
18 out of 32 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 — ~9 new funds/quarter

2 → 1 → 2 → 9 → 9 new funds/Q
New funds entering each quarter: 1 → 2 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 22% newcomers

75% veterans 3% 1-2yr 22% new
Entry-cohort mix of 32 holders: 24 (75%) are 2+ year veterans, 1 entered 1–2 years ago, and 7 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
10 of 32 holders are among the 100 largest funds by AUM, controlling 46% 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

Institutional Sentiment Summary — FTXH

In 2026 Q1, 20 hedge funds were net buyers of FTXH (9 opened a new position, 11 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in FTXH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 32.

Hedge Fund Ownership: FTXH

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

Market Analysis: FTXH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTXH

-- --

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

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

Signal Freshness measures how much FTXH 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 · 79d ago
FTXH
+2.1%
SPY
+13.9%

FTXH outperformed SPY by -11.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FTXH
+3.6%
SPY
+0.2%

Since the filing became public, FTXH outperformed SPY by +3.4% .

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
0.2
/ 10
conviction
Hedge Fund Positioning: FTXH
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 26 19.23%
13F Shares 550K 361K 52.15%
Total Value $18M $12M 52.84%
New Positions 9 9 -
Increased Positions 11 6 +5
Closed Positions 4 2 +2
Reduced Positions 7 7 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTXH

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Institutional Holders (2026 Q1)

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:
Top 25 FTXH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marshall Investment Management, LLC 0.75% 45,232 $1.6M
2 Beto Financial Group, LLC 0.14% 6,833 $232K
3 Nilsine Partners, LLC 0.07% 27,120 $908K
4 Vivaldi Capital Management LP 0.06% 12,590 $433K
5 Ameritas Investment Partners, Inc. 0.03% 30,065 $1.0M
6 Oppenheimer & Co Inc 0.02% 40,553 $1.4M
7 Sound Income Strategies, LLC 0.01% 8,627 $298K
8 Flagship Harbor Advisors, LLC 0.01% 6,425 $221K
9 Nbc Securities, INC. 0.00% 1,322 $45K
10 OneDigital Investment Advisors LLC 0.00% 9,325 $320K
11 Stratos Wealth Partners, LTD. 0.00% 7,484 $257K
12 Truist Financial Corp 0.00% 57,088 $2.0M
13 LPL Financial LLC 0.00% 177,635 $6.1M
14 Asset Dedication, LLC 0.00% 593 $20K
15 Private Advisor Group, LLC 0.00% 8,076 $277K
16 Capital Investment Advisory Services, LLC 0.00% 450 $15K
17 Princeton Global Asset Management LLC 0.00% 150 $5K
18 Harbour Investments, INC. 0.00% 836 $29K
19 Commonwealth Equity Services, LLC 0.00% 7,191 $247K
20 Steward Partners Investment Advisory, LLC 0.00% 1,046 $36K
21 Envestnet Asset Management Inc 0.00% 17,598 $605K
22 Raymond James Financial Inc 0.00% 11,719 $403K
23 Bank of Montreal /Can/ 0.00% 9,214 $317K
24 Osaic Holdings, INC. 0.00% 1,762 $61K
25 Goldman Sachs Group Inc 0.00% 19,354 $665K
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FTXH 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 FTXH?

More buyers than sellers — 67% buying: Last quarter: 20 funds were net buyers (9 opened a brand new position + 11 added to an existing one). Only 10 were sellers (7 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTXH holders?

Elite ownership — 46% AUM from top-100 funds: 10 of 32 holders are among the 100 largest funds by AUM, controlling 46% 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?

56% of holders stayed for 2+ years: 18 out of 32 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 Q1 hedge fund 13F filings?

As of today, FTXH has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), FTXH has gained +2.1% vs +13.9% 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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