Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Alp (FYT)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — FYT

Based on 66 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FYT 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 — 92% of 3.0Y peak

92% of all-time peak
66 funds currently hold this stock — 92% of the 3.0-year high of 72 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FYT is almost the same as a year ago (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

31 buying24 selling
Last quarter: 31 funds bought or added vs 24 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 26% medium 17% new
38 out of 66 hedge funds have held FYT 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.
➡️

Steady discovery — ~10 new funds/quarter

8 → 7 → 8 → 5 → 10 new funds/Q
New funds entering each quarter: 7 → 8 → 5 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 21% newcomers

61% veterans 18% 1-2yr 21% new
Entry-cohort mix of 66 holders: 40 (61%) are 2+ year veterans, 12 entered 1–2 years ago, and 14 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
13 of 66 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in FYT. 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 — FYT

In 2026 Q1, 31 hedge funds were net buyers of FYT (10 opened a new position, 21 added to an existing one), while 24 reduced or exited (18 trimmed, 6 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 53% of total institutional value in FYT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 66.

Hedge Fund Ownership: FYT

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

Market Analysis: FYT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FYT

-- --

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: FYT
2026 Q2 Stats Unlock in 1 days 66 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 61 8.2%
13F Shares 2M 2M -9.71%
Total Value $96M $111M -12.86%
New Positions 10 5 +5
Increased Positions 21 20 +1
Closed Positions 5 6 -1
Reduced Positions 18 21 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FYT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

66 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FYT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Proactive Wealth Strategies LLC 1.34% 119,349 $8.3M
2 Roman Butler Fullerton & Co 0.80% 47,850 $3.4M
3 Advisory Advocates, LLC 0.28% 4,704 $328K
4 Pinnacle Bancorp, Inc. 0.22% 12,213 $853K
5 TCFG Investment Advisors, LLC 0.21% 9,025 $630K
6 Medallion Wealth Advisors, LLC 0.10% 4,387 $306K
7 Prasad Wealth Partners, LLC 0.07% 4,382 $306K
8 Nwam LLC 0.07% 20,098 $1.4M
9 Warner Group LLC 0.06% 3,360 $235K
10 Gateway Wealth Partners, LLC 0.05% 12,397 $865K
11 IFG Advisory, LLC 0.05% 19,854 $1.4M
12 Accordant Advisory Group Inc 0.05% 1,000 $70K
13 Wagner Wealth Management, LLC 0.04% 3,278 $229K
14 Northwest Wealth Management, LLC 0.03% 3,657 $255K
15 Founders Financial Alliance, LLC 0.03% 2,879 $201K
16 Private Wealth Asset Management, LLC 0.02% 3,100 $216K
17 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% 4,856 $339K
18 Chicago Partners Investment Group LLC 0.01% 8,678 $612K
19 Regatta Research & Money Management 0.01% 183 $13K
20 MTM Investment Management, LLC 0.01% 605 $42K
21 Koshinski Asset Management, Inc. 0.01% 3,055 $213K
22 Tower Research Capital LLC (TRC) 0.01% 5,260 $367K
23 Advisory Alpha, LLC 0.01% 5,013 $350K
24 Belpointe Asset Management LLC 0.01% 3,388 $237K
25 Level Four Advisory Services, LLC 0.01% 3,591 $251K
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 Alp (FYT)

What does the Smart Money Trend signal show for FYT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FYT 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 FYT?

Slight buying edge — 56% buying: Last quarter: 31 funds bought or added vs 24 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 FYT holders?

Elite ownership — 53% AUM from top-100 funds: 13 of 66 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in FYT. 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 FYT?

58% of holders stayed for 2+ years: 38 out of 66 hedge funds have held FYT 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.

Full history →