Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTXO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — FTXO

Based on 122 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 FTXO 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
122 hedge funds hold FTXO 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 — +30% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+30% 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 — 55% buying

67 buying55 selling
Last quarter: 67 funds bought or added vs 55 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 — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 16 → 24 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 20% medium ■ 31% new
60 out of 122 hedge funds have held FTXO 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

20 → 15 → 16 → 24 → 28 new funds/Q
New funds entering each quarter: 15 → 16 → 24 → 28. 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 — 58% veterans vs 35% newcomers

■ 58% veterans ■ 7% 1-2yr ■ 35% new
Entry-cohort mix of 122 holders: 71 (58%) are 2+ year veterans, 8 entered 1–2 years ago, and 43 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
18 of 122 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in FTXO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — FTXO

In 2026 Q1, 67 hedge funds were net buyers of FTXO (28 opened a new position, 39 added to an existing one), while 55 reduced or exited (40 trimmed, 15 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in FTXO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 122.

Hedge Fund Ownership: FTXO

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

Market Analysis: FTXO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTXO

-- --

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

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

Signal Freshness measures how much FTXO 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 · 86d ago
FTXO
+15.0%
SPY
+13.0%

FTXO outperformed SPY by +2.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
FTXO
+12.4%
SPY
-0.5%

Since the filing became public, FTXO outperformed SPY by +12.9% .

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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FTXO
122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 109 11.93%
13F Shares 7M 5M 37.11%
Total Value $231M $185M 25.07%
New Positions 28 24 +4
Increased Positions 39 28 +11
Closed Positions 15 7 +8
Reduced Positions 40 34 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTXO

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Institutional Holders (2026 Q1)

122 + investors

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

QUARTER:
Top 25 FTXO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TradeWell Securities, LLC. 2.56% 168,177 $6.1M
2 Wagner Wealth Management, LLC 1.15% 157,014 $5.7M
3 Englebert Financial Advisers, LLC 1.09% 26,438 $956K
4 Holistic Financial Partners 0.44% 32,683 $1.2M
5 Pacific Excel Wealth Advisors, Inc. 0.26% 6,765 $245K
6 Iams Wealth Management, LLC 0.23% 18,302 $662K
7 Beto Financial Group, LLC 0.18% 8,082 $312K
8 Pursue Wealth Partners LLC 0.16% 7,361 $266K
9 PFG Advisors 0.15% 87,691 $3.2M
10 Daymark Wealth Partners, LLC 0.15% 129,645 $4.7M
11 Nilsine Partners, LLC 0.14% 46,480 $1.8M
12 Signature Equity Partners, LLC 0.11% 5,836 $211K
13 Tower Research Capital LLC (TRC) 0.09% 99,522 $3.6M
14 Arkadios Wealth Advisors 0.09% 157,712 $5.7M
15 Cyndeo Wealth Partners, LLC 0.08% 41,649 $1.5M
16 Fsb Premier Wealth Management, INC. 0.07% 5,805 $210K
17 Hbw Advisory Services LLC 0.06% 16,277 $589K
18 Gateway Wealth Partners, LLC 0.05% 37,962 $1.4M
19 Oppenheimer & Co Inc 0.04% 89,590 $3.2M
20 Greenwood Capital Associates LLC 0.03% 7,874 $285K
21 World Investment Advisors 0.03% 51,789 $1.9M
22 Novem Group 0.03% 6,137 $222K
23 Benjamin Edwards Inc 0.03% 70,306 $2.5M
24 IFP Advisors, Inc 0.02% 31,673 $1.1M
25 OneAscent Financial Services LLC 0.02% 11,690 $423K
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 (FTXO)

What does the Smart Money Trend signal show for FTXO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FTXO 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 FTXO?

Slight buying edge — 55% buying: Last quarter: 67 funds bought or added vs 55 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 FTXO holders?

Elite ownership — 57% AUM from top-100 funds: 18 of 122 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in FTXO. 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 FTXO?

49% of holders stayed for 2+ years: 60 out of 122 hedge funds have held FTXO 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 (FTXO) following the 2026 Q1 hedge fund 13F filings?

As of today, FTXO has moved +12.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +12.9%. Since the quarter end (March 31, 2026), FTXO has gained +15.0% vs +13.0% 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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