Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchange Traded Fd (FTXL)

214 + Investors. Track Smart Money conviction in FTXL. 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
↑ +55
Streak
5Q ▲
Buyers last Q
63%

Smart Money Signals — FTXL

Based on 215 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added FTXL 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
215 hedge funds hold FTXL 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 — +97% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+97% 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 — 63% buying

122 buying73 selling
Last quarter: 122 funds were net buyers (63 opened a brand new position + 59 added to an existing one). Only 73 were sellers (65 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new FTXL position: 15 → 38 → 36 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 41% new

■ 39% conviction (2yr+) ■ 20% medium ■ 41% new
Of the 215 current holders: 83 (39%) held >2 years, 44 held 1–2 years, and 88 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.
💰

Price up while funds trimmed (+56% value, -17% shares)

Value
+56%
Shares
-17%
Last quarter: total value of institutional FTXL holdings rose +56% even though funds reduced share count by 17%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

13 → 15 → 38 → 36 → 63 new funds/Q
New funds entering each quarter: 15 → 38 → 36 → 63. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 47% veterans vs 40% newcomers

■ 47% veterans ■ 13% 1-2yr ■ 40% new
Entry-cohort mix of 220 holders: 104 (47%) are 2+ year veterans, 28 entered 1–2 years ago, and 88 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
21 of 214 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in FTXL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — FTXL

In 2026 Q2, 122 hedge funds were net buyers of FTXL (63 opened a new position, 59 added to an existing one), while 73 reduced or exited (65 trimmed, 8 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 70% of total institutional value in FTXL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +55 funds (more new holders than closures). Total institutional holders: 215.

Hedge Fund Ownership: FTXL

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

Market Analysis: FTXL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTXL

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: FTXL
214 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 214 160 33.75%
13F Shares 7M 8M -17.48%
Total Value $1.94B $1.24B 56.49%
New Positions 63 36 +27
Increased Positions 57 41 +16
Closed Positions 8 14 -6
Reduced Positions 64 50 +14
Total Calls 3 3 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: FTXL

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Institutional Holders (2026 Q2)

214 + investors

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

QUARTER:
Top 25 FTXL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stegent Equity Advisors, Inc. 2.33% 11,421 $3.3M
2 Nilsine Partners, LLC 2.22% 112,477 $32.1M
3 Paragon Private Wealth Management, LLC 2.09% 28,128 $8.0M
4 Reliant Investment Partners, LLC 1.35% 6,953 $2.0M
5 Outlook Wealth Advisors, LLC 1.24% 20,140 $5.7M
6 Legacy Wealth Managment, LLC/ID 1.11% 9,476 $2.7M
7 NewSquare Capital LLC 1.07% 50,719 $14.5M
8 Kmt Wealth Management, LLC 0.87% 3,621 $1.0M
9 Kingsbury Capital Investment Advisors LLC 0.87% 3,621 $1.0M
10 Englebert Financial Advisers, LLC 0.73% 2,607 $743K
11 Compass Financial Management LLC 0.64% 18,669 $5.3M
12 Wagner Wealth Management, Corp 0.59% 2,585 $737K
13 Oak Family Advisors, LLC 0.57% 7,872 $2.2M
14 TriaGen Wealth Management LLC 0.56% 7,919 $2.3M
15 Alaska Permanent Capital Management, LLC 0.56% 29,839 $8.5M
16 WCG Wealth Advisors LLC 0.54% 79,949 $22.8M
17 Investment Insight Wealth Management, LLC 0.52% 2,118 $603K
18 GRIMES & Co WEALTH MANAGEMENT, LLC 0.50% 81,575 $23.2M
19 Davis Investment Partners, LLC 0.49% 5,700 $1.6M
20 First Trust Advisors LP 0.48% 2,854,912 $813.5M
21 Adams Wealth Management 0.45% 8,248 $2.4M
22 Earned Wealth Advisors, LLC 0.43% 23,482 $6.7M
23 Ballew Advisors, Inc 0.43% 3,316 $830K
24 CacheTech Inc. 0.42% 9,068 $2.6M
25 Alaska Wealth Advisors, LLC 0.42% 13,496 $3.8M
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 (FTXL)

What does the Smart Money Trend signal show for FTXL?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added FTXL 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 FTXL?

More buyers than sellers — 63% buying: Last quarter: 122 funds were net buyers (63 opened a brand new position + 59 added to an existing one). Only 73 were sellers (65 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTXL holders?

Elite ownership — 70% AUM from top-100 funds: 21 of 214 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in FTXL. 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 FTXL?

Mixed — 39% long-term, 41% new: Of the 215 current holders: 83 (39%) held >2 years, 44 held 1–2 years, and 88 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.

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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