Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTXR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
4Q ▲
Buyers last Q
78%

Smart Money Signals — FTXR

Based on 55 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 FTXR 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
55 hedge funds hold FTXR 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 — +96% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+96% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 78% buying

42 buying12 selling
Last quarter: 42 funds were net buyers (27 opened a brand new position + 15 added to an existing one). Only 12 were sellers (5 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new FTXR position: 6 → 5 → 8 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 20% medium ■ 27% new
29 out of 55 hedge funds have held FTXR 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.
💎

Buying through price weakness — shares +4731%, value +4706%

Value
+4706%
Shares
+4731%
Last quarter: funds added +4731% more shares while total portfolio value only changed +4706%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

5 → 6 → 5 → 8 → 27 new funds/Q
New funds entering each quarter: 6 → 5 → 8 → 27. 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.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 4% 1-2yr ■ 29% new
Of 55 current holders: 37 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 88% AUM from top-100 funds

88% from top-100 AUM funds
12 of 55 holders are among the 100 largest funds by AUM, controlling 88% of total institutional value in FTXR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — FTXR

In 2026 Q1, 42 hedge funds were net buyers of FTXR (27 opened a new position, 15 added to an existing one), while 12 reduced or exited (5 trimmed, 7 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 88% of total institutional value in FTXR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: FTXR

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

Market Analysis: FTXR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTXR

-- --

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

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

Signal Freshness measures how much FTXR 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 · 82d ago
FTXR
+16.4%
SPY
+15.1%

FTXR outperformed SPY by +1.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
FTXR
+6.0%
SPY
+1.3%

Since the filing became public, FTXR outperformed SPY by +4.7% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: FTXR
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 35 57.14%
13F Shares 22M 445K 4731.38%
Total Value $824M $17M 4706.03%
New Positions 27 8 +19
Increased Positions 15 6 +9
Closed Positions 7 5 +2
Reduced Positions 5 12 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTXR

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 FTXR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nilsine Partners, LLC 1.47% 453,361 $18.8M
2 NewSquare Capital LLC 0.69% 209,809 $8.0M
3 Englebert Financial Advisers, LLC 0.63% 14,552 $555K
4 First Trust Advisors LP 0.48% 17,561,577 $669.3M
5 NewEdge Advisors, LLC 0.46% 124,894 $10.0M
6 Davis Investment Partners, LLC 0.44% 32,607 $1.2M
7 TriaGen Wealth Management LLC 0.32% 30,577 $1.2M
8 Realta Investment Advisors 0.25% 18,608 $709K
9 Trust Co of Oklahoma 0.21% 18,839 $718K
10 Advisory Services Network, LLC 0.20% 385,678 $14.7M
11 Garden State Investment Advisory Services LLC 0.16% 19,315 $736K
12 Transamerica Financial Advisors, LLC 0.12% 36,184 $1.4M
13 MinichMacGregor Wealth Management, LLC 0.12% 17,225 $656K
14 Cutter & CO Brokerage, Inc. 0.09% 13,420 $398K
15 Daymark Wealth Partners, LLC 0.09% 76,680 $2.9M
16 &Partners 0.07% 367,478 $14.0M
17 Kovack Advisors, Inc. 0.05% 25,742 $994K
18 Fortis Group Advisors, LLC 0.05% 7,557 $313K
19 Benjamin Edwards Inc 0.02% 51,171 $2.0M
20 Tower Research Capital LLC (TRC) 0.02% 19,276 $735K
21 Independent Advisor Alliance 0.02% 44,760 $1.7M
22 World Investment Advisors 0.02% 25,843 $985K
23 Hilton Head Capital Partners, LLC 0.01% 569 $22K
24 Prospera Financial Services Inc 0.01% 17,460 $666K
25 BNP Paribas Financial Markets 0.00% 250,000 $9.5M
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 (FTXR)

What does the Smart Money Trend signal show for FTXR?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FTXR 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 FTXR?

More buyers than sellers — 78% buying: Last quarter: 42 funds were net buyers (27 opened a brand new position + 15 added to an existing one). Only 12 were sellers (5 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTXR holders?

Elite ownership — 88% AUM from top-100 funds: 12 of 55 holders are among the 100 largest funds by AUM, controlling 88% of total institutional value in FTXR. 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 FTXR?

53% of holders stayed for 2+ years: 29 out of 55 hedge funds have held FTXR 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 (FTXR) following the 2026 Q1 hedge fund 13F filings?

As of today, FTXR has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), FTXR has gained +16.4% vs +15.1% 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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