Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (RCTR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
74%

Smart Money Signals — RCTR

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added RCTR 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
22 hedge funds hold RCTR right now — the highest count in 0.8 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 — 74% buying

17 buying6 selling
Last quarter: 17 funds were net buyers (8 opened a brand new position + 9 added to an existing one). Only 6 were sellers (2 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 100% entered in last year

0% conviction (2yr+) 0% medium 100% 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.
💰

Value +78% but shares only +51% — price-driven

Value
+77%
Shares
+50%
Last quarter: the total dollar value of institutional holdings rose +78%, but actual share count only changed +51%. 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.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 22 current holders: 22 (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.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
3 of 22 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — RCTR

In 2026 Q1, 17 hedge funds were net buyers of RCTR (8 opened a new position, 9 added to an existing one), while 6 reduced or exited (2 trimmed, 4 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 27% of total institutional value in RCTR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: RCTR

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

Market Analysis: RCTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RCTR

-- --

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

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

Signal Freshness measures how much RCTR 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
RCTR
-1.8%
SPY
+13.0%

RCTR outperformed SPY by -14.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
RCTR
-2.9%
SPY
-0.5%

Since the filing became public, RCTR outperformed SPY by -2.4% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: RCTR
22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 18 22.22%
13F Shares 248K 165K 50.79%
Total Value $8M $5M 77.79%
New Positions 8 14 -6
Increased Positions 9 2 +7
Closed Positions 4 1 +3
Reduced Positions 2 2 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RCTR

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 21 RCTR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aspen Wealth Strategies, LLC 0.84% 45,098 $1.6M
2 Worthington Financial Partners, LLC 0.74% 24,675 $859K
3 Prosperity Financial Group, Inc. 0.11% 8,564 $298K
4 Fortress Private Ledger, LLC 0.08% 7,210 $251K
5 Smith, Moore & CO. 0.03% 13,594 $473K
6 International Assets Investment Management, LLC 0.03% 13,654 $489K
7 Sunbelt Securities, Inc. 0.01% 3,459 $120K
8 Benjamin Edwards Inc 0.00% 8,911 $310K
9 Kestra Advisory Services, LLC 0.00% 12,178 $424K
10 Merkkuri Wealth Advisors LLC 0.00% 69 $2K
11 Cetera Investment Advisers 0.00% 17,741 $617K
12 Commonwealth Equity Services, LLC 0.00% 12,771 $444K
13 Keating Financial Advisory Services, Inc. 0.00% 110 $4K
14 First Trust Advisors LP 0.00% 19,675 $684K
15 Parallel Advisors, LLC 0.00% 475 $17K
16 Harbour Investments, INC. 0.00% 316 $11K
17 Osaic Holdings, INC. 0.00% 2,334 $81K
18 Jane Street Group, LLC 0.00% 25,511 $888K
19 Royal Bank of Canada 0.00% 17,000 $592K
20 Steward Partners Investment Advisory, LLC 0.00% 125 $4K
21 AE Wealth Management LLC 0.00% 112 $4K
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 (RCTR)

What does the Smart Money Trend signal show for RCTR?

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

More buyers than sellers — 74% buying: Last quarter: 17 funds were net buyers (8 opened a brand new position + 9 added to an existing one). Only 6 were sellers (2 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RCTR holders?

Strong quality — 27% AUM from major funds: 3 of 22 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RCTR?

Mostly new holders — 100% 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.

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

As of today, RCTR has moved -2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -2.4%. Since the quarter end (March 31, 2026), RCTR has gained -1.8% vs +13.0% 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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