Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (LQTI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
79%

Smart Money Signals — LQTI

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added LQTI 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
43 hedge funds hold LQTI right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 79% buying

37 buying10 selling
Last quarter: 37 funds were net buyers (17 opened a brand new position + 20 added to an existing one). Only 10 were sellers (4 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 88% entered in last year

■ 0% conviction (2yr+) ■ 12% medium ■ 88% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~17 new funds/quarter

15 → 13 → 17 new funds/Q
New funds entering each quarter: 15 → 13 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 43 current holders: 43 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 43 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Hedge Fund Ownership: LQTI

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

Market Analysis: LQTI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LQTI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: LQTI
2026 Q1 Stats Unlock in 20 days 43 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 43 32 34.38%
13F Shares 10M 6M 60.69%
Total Value $194M $123M 58.47%
New Positions 17 13 +4
Increased Positions 20 15 +5
Closed Positions 6 4 +2
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LQTI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

43 + investors

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

Top 21 institutional holders of LQTI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rise Advisors, LLC 6.42% 936,647 $18.2M
2 Sulzberger Capital Advisors, Inc. 3.60% 179,981 $3.5M
3 LexAurum Advisors, LLC 0.78% 307,144 $6.0M
4 Independent Wealth Network Inc. 0.67% 115,504 $2.3M
5 CREATIVE FINANCIAL DESIGNS INC /ADV 0.56% 470,162 $9.2M
6 SageGuard Financial Group, LLC 0.48% 157,172 $3.1M
7 Balboa Wealth Partners 0.32% 98,795 $1.9M
8 Forefront Wealth Partners, LLC 0.27% 33,197 $650K
9 Quad-Cities Investment Group, LLC 0.19% 24,023 $470K
10 PRIVATE CLIENT SERVICES, LLC 0.10% 17,713 $347K
11 Stenger Family Office, LLC 0.09% 25,502 $499K
12 IFP Advisors, Inc 0.07% 171,027 $3.3M
13 Ferguson Shapiro LLC 0.06% 10,304 $202K
14 Maridea Wealth Management LLC 0.05% 19,175 $375K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.04% 1,393,154 $27.3M
16 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% 35,155 $688K
17 Brookstone Capital Management 0.01% 43,759 $857K
18 Apollon Wealth Management, LLC 0.01% 20,559 $403K
19 TRUIST FINANCIAL CORP 0.00% 157,511 $3.1M
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 11,195 $219K
21 SBI Securities Co., Ltd. 0.00% 4 —
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 (LQTI)

What does the Smart Money Trend signal show for LQTI?

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

More buyers than sellers — 79% buying: Last quarter: 37 funds were net buyers (17 opened a brand new position + 20 added to an existing one). Only 10 were sellers (4 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LQTI holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 43 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LQTI?

Mostly new holders — 88% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.