Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Alp (FTC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
46%

Smart Money Signals — FTC

Based on 209 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FTC 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
209 hedge funds hold FTC 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

82 buying97 selling
Last quarter: 97 funds reduced or exited vs 82 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.
📈

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

new funds entering per quarter
Funds opening a new FTC position: 22 → 13 → 21 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 22% medium ■ 16% new
131 out of 209 hedge funds have held FTC 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.
💎

Buying through price weakness — shares -5%, value -21%

Value
-21%
Shares
-4%
Last quarter: funds added -5% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

18 → 22 → 13 → 21 → 29 new funds/Q
New funds entering each quarter: 22 → 13 → 21 → 29. A growing number of institutions are discovering FTC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 209 holders: 137 (66%) are 2+ year veterans, 29 entered 1–2 years ago, and 43 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
23 of 208 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FTC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — FTC

In 2026 Q1, 82 hedge funds were net buyers of FTC (29 opened a new position, 53 added to an existing one), while 97 reduced or exited (76 trimmed, 21 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 56% of total institutional value in FTC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 209.

Hedge Fund Ownership: FTC

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

Market Analysis: FTC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTC

-- --

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

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

Signal Freshness measures how much FTC has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 45d ago
FTC
-3.3%
SPY
+3.4%

FTC outperformed SPY by -6.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
FTC
+0.0%
SPY
+0.0%

Since the filing became public, FTC outperformed SPY by +0.0% .

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FTC
2026 Q2 Stats Unlock in 5 days 207 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 207 200 3.5%
13F Shares 5M 5M -4.77%
Total Value $672M $850M -20.97%
New Positions 29 21 +8
Increased Positions 52 50 +2
Closed Positions 22 15 +7
Reduced Positions 75 74 +1
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: FTC

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)

207 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTC. 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 FTC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IFS Group,LLC 4.40% 16,550 $3.2M
2 Boyce & Associates Wealth Consulting, Inc. 2.92% 21,706 $4.2M
3 HFG Advisors, Inc. 2.48% 20,495 $4.0M
4 Horizon Family Wealth, Inc. 0.91% 10,243 $2.0M
5 Fsb Premier Wealth Management, INC. 0.83% 15,170 $2.9M
6 Hilton Head Capital Partners, LLC 0.71% 7,296 $1.4M
7 Rps Advisory Solutions LLC 0.67% 5,229 $1.0M
8 Win Advisors, Inc 0.65% 9,423 $1.8M
9 Proactive Wealth Strategies LLC 0.64% 20,681 $4.0M
10 Empirical Asset Management, LLC 0.55% 12,603 $2.4M
11 LVZ, Inc. 0.52% 26,298 $5.1M
12 Mpwm Advisory Solutions, LLC 0.46% 5,165 $1.0M
13 RiverTree Advisors, LLC 0.43% 3,741 $725K
14 Keystone Wealth Services, LLC 0.38% 10,680 $2.1M
15 Stonebridge Financial Planning Group, LLC 0.32% 5,209 $1.0M
16 Morey & Quinn Wealth Partners, LLC 0.31% 2,489 $482K
17 1776 Wealth LLC 0.30% 4,364 $846K
18 Mission Financial Group, LLC 0.26% 1,597 $309K
19 Z3 Capital Partners, LLC 0.22% 5,330 $1.0M
20 Redstone Wealth Management, LLC 0.21% 1,642 $318K
21 Beck Bode, LLC 0.21% 7,035 $1.4M
22 Sbe LLC Dba Cedar Cove Wealth Partners 0.20% 2,204 $427K
23 Richmond Investment Services, LLC 0.20% 3,245 $629K
24 Global Assets Advisory, LLC 0.20% 4,767 $905K
25 WealthTrust Asset Management, LLC 0.20% 1,868 $362K
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 (FTC)

What does the Smart Money Trend signal show for FTC?

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

More sellers than buyers — 46% buying: Last quarter: 97 funds reduced or exited vs 82 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 FTC holders?

Elite ownership — 56% AUM from top-100 funds: 23 of 208 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FTC. 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 FTC?

63% of holders stayed for 2+ years: 131 out of 209 hedge funds have held FTC 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.

Is it too late to buy First Tr Exchange-Traded Alp (FTC) following the 2026 Q2 hedge fund 13F filings?

As of today, FTC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), FTC has gained -3.3% vs +3.4% 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.

Full history →