Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR HIGH YIELD OPPRT 20 (FTHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — FTHY

Based on 89 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 FTHY 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
89 hedge funds hold FTHY 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 — +9% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

48 buying46 selling
Last quarter: 48 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new FTHY position: 9 → 4 → 8 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 22% new
50 out of 89 hedge funds have held FTHY 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.
🚀

Acceleration phase — new buyers rushing in

10 → 9 → 4 → 8 → 21 new funds/Q
New funds entering each quarter: 9 → 4 → 8 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 12% 1-2yr ■ 30% new
Of 89 current holders: 51 (57%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
7 of 89 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — FTHY

In 2025 Q4, 48 hedge funds were net buyers of FTHY (21 opened a new position, 27 added to an existing one), while 46 reduced or exited (35 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 30% of total institutional value in FTHY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 89.

Hedge Fund Ownership: FTHY

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

Market Analysis: FTHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTHY

Financial Services Asset Management

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.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: FTHY
2026 Q1 Stats Unlock in 8 days 89 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 89 79 12.66%
13F Shares 16M 14M 9.74%
Total Value $230M $208M 10.44%
New Positions 21 8 +13
Increased Positions 27 29 -2
Closed Positions 11 9 +2
Reduced Positions 35 26 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTHY

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Institutional Holders (2026 Q1)

89 + investors

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

Top 25 institutional holders of FTHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KENNEDY INVESTMENT GROUP, INC. 6.21% 1,172,638 $15.9M
2 Aurora Private Wealth, Inc. 1.97% 196,255 $3K
3 WINEBRENNER CAPITAL MANAGEMENT LLC 1.72% 198,483 $2.7M
4 Oder Investment Management, LLC 1.56% 149,955 $2.0M
5 TFB Advisors LLC 0.67% 94,539 $1.3M
6 Noble Wealth Management PBC 0.50% 73,940 $1.0M
7 First Financial Group Corp 0.30% 27,125 $367K
8 Narwhal Capital Management 0.20% 196,865 $2.7M
9 Fortitude Advisory Group L.L.C. 0.13% 21,341 $289K
10 Private Advisory Group LLC 0.12% 140,478 $1.9M
11 WORLD EQUITY GROUP, INC. 0.11% 32,342 $438K
12 Penserra Capital Management LLC 0.09% 575,493 $8K
13 TrueMark Investments, LLC 0.09% 33,934 $459K
14 Magnus Financial Group LLC 0.08% 69,389 $939K
15 Huntleigh Advisors, Inc. 0.07% 30,803 $417K
16 Balboa Wealth Partners 0.05% 23,563 $319K
17 WEDBUSH SECURITIES INC 0.05% 114,510 $2K
18 INDEPENDENT FINANCIAL GROUP, LLC 0.03% 82,511 $1.1M
19 D.A. DAVIDSON & CO. 0.03% 325,719 $4.4M
20 Stablepoint Partners, LLC 0.02% 11,239 $152K
21 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% 16,444 $221K
22 CoreCap Advisors, LLC 0.01% 32,334 $437K
23 OPPENHEIMER & CO INC 0.01% 73,941 $1.0M
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 611,236 $8.3M
25 FULTON BREAKEFIELD BROENNIMAN LLC 0.01% 10,570 $143K
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 HIGH YIELD OPPRT 20 (FTHY)

What does the Smart Money Trend signal show for FTHY?

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

Slight buying edge — 51% buying: Last quarter: 48 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 FTHY holders?

Strong quality — 30% AUM from major funds: 7 of 89 holders rank in the top 100 by AUM, accounting for 30% 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 FTHY?

56% of holders stayed for 2+ years: 50 out of 89 hedge funds have held FTHY 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.