Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED ALP (FTA)

195 + Investors. Track Smart Money conviction in FTA. 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
↑ +7
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — FTA

Based on 195 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 FTA 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 (98% of max)

98% of all-time peak
195 hedge funds hold FTA 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FTA is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

80 buying91 selling
Last quarter: 91 funds reduced or exited vs 80 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 19 → 14 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 17% medium 12% new
138 out of 195 hedge funds have held FTA 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 — ~19 new funds/quarter

26 → 11 → 19 → 14 → 19 new funds/Q
New funds entering each quarter: 11 → 19 → 14 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

71% veterans 9% 1-2yr 19% new
Of 195 current holders: 139 (71%) 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 — 58% AUM from top-100 funds

58% from top-100 AUM funds
15 of 195 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in FTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Hedge Fund Ownership: FTA

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

Market Analysis: FTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTA

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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.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: FTA
2026 Q1 Stats Unlock in 9 days 195 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 195 188 3.72%
13F Shares 9M 10M -2.6%
Total Value $801M $795M 0.75%
New Positions 19 14 +5
Increased Positions 61 67 -6
Closed Positions 12 19 -7
Reduced Positions 79 71 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTA

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Institutional Holders (2026 Q1)

195 + investors

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

Top 25 institutional holders of FTA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holistic Financial Partners 4.83% 140,644 $13.0M
2 COTTONWOOD CAPITAL ADVISORS, LLC 3.76% 57,809 $5.3M
3 Kaydan Wealth Management, Inc. 2.74% 88,824 $8.2M
4 Trueblood Wealth Management, LLC 1.48% 40,958 $3.8M
5 Midwest Heritage Bank, FSB 1.37% 46,264 $4.3M
6 IAMS WEALTH MANAGEMENT, LLC 0.88% 27,421 $2.5M
7 Triton Wealth Management, PLLC 0.79% 23,155 $2.1M
8 WINEBRENNER CAPITAL MANAGEMENT LLC 0.70% 11,848 $1.1M
9 Morey & Quinn Wealth Partners, LLC 0.50% 7,650 $706K
10 TCFG WEALTH MANAGEMENT, LLC 0.46% 13,333 $1.2M
11 TCFG Investment Advisors, LLC 0.46% 13,333 $1.2M
12 Index Technologies Group LLC 0.35% 3,438 $317K
13 American Institute for Advanced Investment Management, LLP 0.34% 5,620 $519K
14 Eukles Asset Management 0.32% 7,754 $716K
15 Blackhawk Capital Partners, LLC 0.31% 9,150 $845K
16 STAR Financial Bank 0.27% 6,279 $580K
17 Three Seasons Wealth, LLC 0.26% 7,353 $679K
18 WealthTrust Asset Management, LLC 0.23% 4,256 $393K
19 LaSalle St. Investment Advisors, LLC 0.22% 16,834 $1.6M
20 Proactive Wealth Strategies LLC 0.20% 11,258 $1.0M
21 Richmond Investment Services, LLC 0.19% 12,494 $1.2M
22 BlueChip Wealth Advisors LLC 0.18% 4,518 $417K
23 Quantum Portfolio Management LLC 0.17% 4,182 $386K
24 1776 Wealth LLC 0.15% 4,224 $390K
25 HBW ADVISORY SERVICES LLC 0.15% 15,178 $1.4M
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 (FTA)

What does the Smart Money Trend signal show for FTA?

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

More sellers than buyers — 47% buying: Last quarter: 91 funds reduced or exited vs 80 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FTA holders?

Elite ownership — 58% AUM from top-100 funds: 15 of 195 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in FTA. 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 FTA?

71% of holders stayed for 2+ years: 138 out of 195 hedge funds have held FTA 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.