Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTXL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — FTXL

Based on 159 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
159 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 — +51% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+51% 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 — 54% buying

76 buying64 selling
Last quarter: 76 funds bought or added vs 64 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.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 37 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 20% medium ■ 30% new
79 out of 159 hedge funds have held FTXL 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.
🚀

Acceleration phase — new buyers rushing in

9 → 12 → 15 → 37 → 35 new funds/Q
New funds entering each quarter: 12 → 15 → 37 → 35. 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 — 57% veterans vs 28% newcomers

■ 57% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 162 holders: 92 (57%) are 2+ year veterans, 24 entered 1–2 years ago, and 46 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
20 of 158 holders are among the 100 largest funds by AUM, controlling 75% 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 Q1, 76 hedge funds were net buyers of FTXL (35 opened a new position, 41 added to an existing one), while 64 reduced or exited (52 trimmed, 12 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 75% of total institutional value in FTXL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 159.

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

-- --

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

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

Signal Freshness measures how much FTXL 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
FTXL
+83.6%
SPY
+13.9%

FTXL outperformed SPY by +69.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FTXL
+15.5%
SPY
+0.2%

Since the filing became public, FTXL outperformed SPY by +15.3% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FTXL
159 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 159 136 16.91%
13F Shares 8M 9M -10.85%
Total Value $1.24B $1.22B 1.55%
New Positions 35 37 -2
Increased Positions 41 42 -1
Closed Positions 12 14 -2
Reduced Positions 50 29 +21
Total Calls 3 1 200.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: FTXL

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Institutional Holders (2026 Q1)

159 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nilsine Partners, LLC 1.83% 112,309 $23.4M
2 Paragon Private Wealth Management, LLC 1.41% 30,540 $4.5M
3 Wagner Wealth Management, Corp 1.13% 8,559 $1.3M
4 Stegent Equity Advisors, Inc. 0.95% 7,575 $1.1M
5 Englebert Financial Advisers, LLC 0.74% 4,396 $648K
6 Outlook Wealth Advisors, LLC 0.70% 19,640 $2.9M
7 NewSquare Capital LLC 0.66% 51,316 $7.6M
8 NewEdge Advisors, LLC 0.59% 34,701 $12.7M
9 Legacy Wealth Managment, LLC/ID 0.56% 7,676 $1.1M
10 WCG Wealth Advisors LLC 0.54% 129,674 $19.1M
11 Davis Investment Partners, LLC 0.52% 9,893 $1.5M
12 Tudor Financial Inc. 0.50% 10,765 $980K
13 First Trust Advisors LP 0.46% 4,392,245 $647.7M
14 Alaska Permanent Capital Management, LLC 0.45% 43,773 $6.5M
15 Beto Financial Group, LLC 0.39% 2,937 $669K
16 Members Advisory Group LLC 0.38% 7,577 $1.1M
17 Adams Wealth Management 0.35% 10,698 $1.6M
18 GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% 83,517 $12.3M
19 Fulcrum Equity Management 0.33% 2,318 $342K
20 Ballew Advisors, Inc 0.32% 3,316 $567K
21 TriaGen Wealth Management LLC 0.32% 7,892 $1.2M
22 CacheTech Inc. 0.30% 10,698 $1.6M
23 Realta Investment Advisors 0.27% 5,190 $765K
24 Alaska Wealth Advisors, LLC 0.24% 13,467 $2.0M
25 Byrne Financial Freedom, LLC 0.23% 3,300 $487K
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 — 4 quarters in a row: For 4 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?

Slight buying edge — 54% buying: Last quarter: 76 funds bought or added vs 64 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 FTXL holders?

Elite ownership — 75% AUM from top-100 funds: 20 of 158 holders are among the 100 largest funds by AUM, controlling 75% 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?

50% of holders stayed for 2+ years: 79 out of 159 hedge funds have held FTXL 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 (FTXL) following the 2026 Q1 hedge fund 13F filings?

As of today, FTXL has moved +15.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +15.3%. Since the quarter end (March 31, 2026), FTXL has gained +83.6% vs +13.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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