Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTXN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — FTXN

Based on 87 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FTXN 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
87 funds currently hold this stock — 86% of the 3.0-year high of 101 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

47 buying38 selling
Last quarter: 47 funds bought or added vs 38 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 12 → 17 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
53 out of 87 hedge funds have held FTXN 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

4 → 9 → 12 → 17 → 22 new funds/Q
New funds entering each quarter: 9 → 12 → 17 → 22. 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 — 71% veterans vs 15% newcomers

■ 71% veterans ■ 14% 1-2yr ■ 15% new
Entry-cohort mix of 87 holders: 62 (71%) are 2+ year veterans, 12 entered 1–2 years ago, and 13 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
13 of 87 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in FTXN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — FTXN

In 2026 Q2, 47 hedge funds were net buyers of FTXN (22 opened a new position, 25 added to an existing one), while 38 reduced or exited (22 trimmed, 16 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in FTXN 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: 87.

Hedge Fund Ownership: FTXN

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

Market Analysis: FTXN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTXN

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FTXN
86 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 86 81 6.17%
13F Shares 3M 3M 3.67%
Total Value $109M $122M -10.56%
New Positions 22 17 +5
Increased Positions 25 24 +1
Closed Positions 17 13 +4
Reduced Positions 22 23 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTXN

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Institutional Holders (2026 Q2)

86 + investors

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

QUARTER:
Top 25 FTXN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 1.31% 45,382 $1.5M
2 Realta Investment Advisors 0.19% 18,497 $618K
3 Tower Research Capital LLC (TRC) 0.11% 137,341 $4.6M
4 Adamsbrown Wealth Consultants LLC 0.10% 16,524 $552K
5 Summit Financial, LLC 0.08% 214,781 $7.2M
6 International Assets Investment Management, LLC 0.07% 34,367 $1.1M
7 WCG Wealth Advisors LLC 0.06% 71,704 $2.4M
8 Harvest Investment Services, LLC 0.05% 8,918 $298K
9 Regal Investment Advisors LLC 0.04% 21,959 $734K
10 Kovack Advisors, Inc. 0.04% 23,585 $783K
11 Activest Wealth Management 0.04% 5,524 $185K
12 Benjamin Edwards Inc 0.03% 104,626 $3.5M
13 StoneX Group Inc. 0.02% 15,337 $520K
14 Hilton Head Capital Partners, LLC 0.02% 982 $33K
15 HighMark Wealth Management LLC 0.01% 1,150 $38K
16 Westfuller Advisors, LLC 0.01% 649 $22K
17 Mutual Advisors, LLC 0.01% 9,755 $326K
18 Mark Sheptoff Financial Planning, LLC 0.01% 338 $11K
19 PGIM Custom Harvest LLC 0.01% 12,835 $429K
20 Two Sigma Investments, LP 0.01% 215,996 $7.2M
21 Signature Equity Partners, LLC 0.01% 335 $11K
22 FAS Wealth Partners, Inc. 0.00% 2,728 $91K
23 Centaurus Financial, INC. 0.00% 3,607 $121K
24 Truist Financial Corp 0.00% 116,846 $3.9M
25 Stratos Wealth Partners, LTD. 0.00% 13,716 $459K
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 (FTXN)

What does the Smart Money Trend signal show for FTXN?

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

Slight buying edge — 55% buying: Last quarter: 47 funds bought or added vs 38 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 FTXN holders?

Elite ownership — 50% AUM from top-100 funds: 13 of 87 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in FTXN. 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 FTXN?

61% of holders stayed for 2+ years: 53 out of 87 hedge funds have held FTXN 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.

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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