Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FCG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — FCG

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FCG 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 — 88% of 3.0Y peak

88% of all-time peak
100 funds currently hold this stock — 88% of the 3.0-year high of 114 funds (reached 2023 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 FCG is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

57 buying46 selling
Last quarter: 57 funds bought or added vs 46 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new FCG position: 19 → 17 → 13 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
54 out of 100 hedge funds have held FCG 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 — ~21 new funds/quarter

22 → 19 → 17 → 13 → 21 new funds/Q
New funds entering each quarter: 19 → 17 → 13 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Of 105 current holders: 65 (62%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 100 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in FCG. 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 — FCG

In 2025 Q4, 57 hedge funds were net buyers of FCG (21 opened a new position, 36 added to an existing one), while 46 reduced or exited (29 trimmed, 17 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 43% of total institutional value in FCG 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: 100.

Hedge Fund Ownership: FCG

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

Market Analysis: FCG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FCG

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: FCG
2026 Q1 Stats Unlock in 7 days 105 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 105 100 5.0%
13F Shares 9M 7M 29.45%
Total Value $209M $162M 28.99%
New Positions 21 13 +8
Increased Positions 45 33 +12
Closed Positions 17 19 -2
Reduced Positions 34 41 -7
Total Calls 2 2 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: FCG

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Institutional Holders (2026 Q1)

105 + investors

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

Top 25 institutional holders of FCG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lake Hills Wealth Management, LLC 3.90% 220,062 $7.0M
2 Corecam Pte. Ltd. 3.03% 220,606 $7.0M
3 Chicago Wealth Management, Inc. 2.62% 206,971 $6.6M
4 Corecam AG 2.24% 82,870 $2.6M
5 TrustWell Financial Advisors, LLC 1.98% 87,504 $2.0M
6 Grand Central Investment Group 1.85% 78,920 $2.5M
7 Riggs Asset Managment Co. Inc. 1.61% 246,251 $7.8M
8 PCG Wealth Advisors, LLC 1.29% 161,121 $5.1M
9 CORRADO ADVISORS, LLC 0.97% 58,819 $1.9M
10 Wealth Care LLC 0.72% 25,743 $816K
11 Davis Investment Partners, LLC 0.71% 63,386 $2.0M
12 PFG Advisors 0.59% 380,509 $12.1M
13 Element Wealth, LLC 0.33% 25,161 $797K
14 Fortis Capital Advisors, LLC 0.26% 62,762 $2.0M
15 Tactive Advisors, LLC 0.25% 28,112 $891K
16 Skylands Capital, LLC 0.25% 60,050 $1.9M
17 Fulcrum Equity Management 0.21% 6,817 $216K
18 Barnett & Company, Inc. 0.19% 7,516 $238K
19 NTV ASSET MANAGEMENT LLC 0.18% 52,860 $1.7M
20 Fielder Capital Group LLC 0.12% 17,772 $563K
21 Global Wealth Strategies & Associates 0.12% 15,711 $498K
22 TOTH FINANCIAL ADVISORY CORP 0.09% 27,000 $856K
23 Nilsine Partners, LLC 0.09% 39,988 $1.2M
24 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.09% 6,390 $202K
25 COMPASS CAPITAL CORP /MA/ /ADV 0.08% 7,602 $222K
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 (FCG)

What does the Smart Money Trend signal show for FCG?

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

Slight buying edge — 55% buying: Last quarter: 57 funds bought or added vs 46 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 FCG holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 100 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in FCG. 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 FCG?

54% of holders stayed for 2+ years: 54 out of 100 hedge funds have held FCG 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.