Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTXN)

80 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — FTXN

Based on 81 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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 — 81% of 3.0Y peak

81% of all-time peak
81 funds currently hold this stock — 81% of the 3.0-year high of 100 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold FTXN compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

41 buying35 selling
Last quarter: 41 funds bought or added vs 35 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 9 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 14% medium ■ 23% new
51 out of 81 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.
💰

Value +109% but shares only +54% — price-driven

Value
+109%
Shares
+54%
Last quarter: the total dollar value of institutional holdings rose +109%, but actual share count only changed +54%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

12 → 3 → 9 → 12 → 17 new funds/Q
New funds entering each quarter: 3 → 9 → 12 → 17. 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 — 65% veterans vs 19% newcomers

■ 65% veterans ■ 16% 1-2yr ■ 19% new
Entry-cohort mix of 81 holders: 53 (65%) are 2+ year veterans, 13 entered 1–2 years ago, and 15 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
11 of 80 holders are among the 100 largest funds by AUM, controlling 60% 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.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 Q1, 41 hedge funds were net buyers of FTXN (17 opened a new position, 24 added to an existing one), while 35 reduced or exited (23 trimmed, 12 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in FTXN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 81.

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

-- --

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

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

Signal Freshness measures how much FTXN 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 · 84d ago
FTXN
-11.6%
SPY
+14.9%

FTXN outperformed SPY by -26.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
FTXN
-3.0%
SPY
+1.1%

Since the filing became public, FTXN outperformed SPY by -4.1% .

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
0.4
/ 10
conviction
Hedge Fund Positioning: FTXN
80 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 80 76 5.26%
13F Shares 3M 2M 53.98%
Total Value $122M $58M 109.2%
New Positions 17 12 +5
Increased Positions 23 19 +4
Closed Positions 13 10 +3
Reduced Positions 23 28 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTXN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

80 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 1.85% 45,597 $1.8M
2 NewSquare Capital LLC 0.69% 206,005 $8.0M
3 HFG Advisors, Inc. 0.25% 9,271 $358K
4 Adamsbrown Wealth Consultants LLC 0.17% 16,180 $625K
5 International Assets Investment Management, LLC 0.09% 35,605 $1.3M
6 Nilsine Partners, LLC 0.09% 32,061 $1.2M
7 Element Wealth, LLC 0.09% 5,493 $212K
8 WCG Wealth Advisors LLC 0.08% 71,778 $2.8M
9 Harvest Investment Services, LLC 0.06% 8,350 $322K
10 Level Four Advisory Services, LLC 0.05% 36,035 $1.4M
11 Activest Wealth Management 0.04% 5,524 $213K
12 Hilton Head Capital Partners, LLC 0.02% 982 $38K
13 Independent Advisor Alliance 0.02% 51,595 $2.0M
14 Regal Investment Advisors LLC 0.02% 9,200 $355K
15 HighMark Wealth Management LLC 0.02% 1,150 $44K
16 Centaurus Financial, INC. 0.01% 7,601 $293K
17 Oppenheimer & Co Inc 0.01% 29,426 $1.1M
18 Benjamin Edwards Inc 0.01% 30,920 $1.2M
19 Gts Securities LLC 0.01% 8,100 $313K
20 Westfuller Advisors, LLC 0.01% 646 $25K
21 Mutual Advisors, LLC 0.01% 10,822 $418K
22 PGIM Custom Harvest LLC 0.01% 13,534 $522K
23 U.S. Capital Wealth Advisors, LLC 0.01% 7,199 $278K
24 Signature Equity Partners, LLC 0.01% 335 $13K
25 Mark Sheptoff Financial Planning, LLC 0.01% 337 $13K
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 — 2 quarters in a row: For 2 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 — 54% buying: Last quarter: 41 funds bought or added vs 35 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 — 60% AUM from top-100 funds: 11 of 80 holders are among the 100 largest funds by AUM, controlling 60% 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?

63% of holders stayed for 2+ years: 51 out of 81 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.

Is it too late to buy First Tr Exchange Traded Fd (FTXN) following the 2026 Q1 hedge fund 13F filings?

As of today, FTXN has moved -3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -4.1%. Since the quarter end (March 31, 2026), FTXN has gained -11.6% vs +14.9% 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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