FTSL Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (FTSL) following the 2026 Q2 hedge fund 13F filings?

As of today, FTSL 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), FTSL gained +0.5% vs +3.9% 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.

First Tr Exchange-Traded Fd (FTSL)

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

Smart Money Signals — FTSL

Based on 305 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their FTSL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 89% of 3.0Y peak

89% of all-time peak

305 funds currently hold this stock — 89% of the 3.0-year high of 342 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q

27 fewer hedge funds hold FTSL compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 48% buying

147 buying159 selling

Last quarter: 159 funds reduced or exited vs 147 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 — ~36 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 30 → 26 → 36 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 21% medium ■ 13% new

202 out of 305 hedge funds have held FTSL 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.

📈

Growing discovery — still being found

27 → 30 → 26 → 36 → 36 new funds/Q

New funds entering each quarter: 30 → 26 → 36 → 36. A growing number of institutions are discovering FTSL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 69% veterans vs 15% newcomers

■ 69% veterans ■ 17% 1-2yr ■ 15% new

Entry-cohort mix of 305 holders: 209 (69%) are 2+ year veterans, 51 entered 1–2 years ago, and 45 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

16 of 305 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

2.9

out of 10

Low Exit Risk

Exit risk score 2.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	305	314	-2.87%
13F Shares	35M	38M	-8.25%
Total Value	$4.83B	$5.05B	-4.27%
New Positions	36	36	-
Increased Positions	111	118	-7
Closed Positions	45	32	+13
Reduced Positions	114	122	-8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

305

314

-2.87%

13F Shares

35M

38M

-8.25%

Total Value

$4.83B

$5.05B

-4.27%

New Positions

Increased Positions

111

118

-7

Closed Positions

+13

Reduced Positions

114

122

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

305 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FTSL. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FTSL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TL Private Wealth	9.53%	579,910	$26.0M
2	CNO Financial Group, Inc.	6.46%	252,000	$11.3M
3	WMS Group LLC	5.76%	99,841	$4.5M
4	Fairway Financial, LLC	4.17%	136,173	$6.1M
5	Flaharty Asset Management, LLC	4.17%	64,936	$2.9M
6	Harbor Advisory Corp /Ma/	3.93%	328,444	$14.7M
7	Virtue Capital Management, LLC	3.81%	637,860	$28.5M
8	Fairvoy Private Wealth, LLC	3.25%	359,184	$16.1M
9	Sacks & Associates, LLC	3.17%	104,910	$4.7M
10	Blackhawk Capital Partners, LLC	2.88%	197,172	$8.8M
11	Capital Investment Counsel, LLC	2.43%	439,221	$19.7M
12	Oder Investment Management, LLC	2.30%	76,655	$3.4M
13	Mission Hills Financial Advisory, LLC	1.98%	100,724	$4.5M
14	Andina Capital Management, LLC	1.89%	26,124	$1.2M
15	One Capital Management, LLC	1.79%	1,439,544	$64.5M
16	First Financial Group Corp	1.75%	54,127	$2.4M
17	Thryve Wealth Management LLC	1.70%	67,798	$3.0M
18	Hikari Tsushin, Inc.	1.69%	570,196	$25.5M
19	RPg Family Wealth Advisory, LLC	1.54%	166,064	$7.4M
20	True Blue Financial, LLC	1.45%	76,879	$3.4M
21	Yanni & Associates Investment Advisors, LLC	1.44%	34,784	$1.6M
22	Adams Wealth Management	1.35%	157,438	$7.0M
23	Petix & Botte Co	1.29%	143,213	$6.4M
24	CacheTech Inc.	1.28%	176,013	$7.9M
25	Cyndeo Wealth Partners, LLC	0.99%	469,326	$21.0M

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 (FTSL)

What does the Smart Money Trend signal show for FTSL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FTSL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FTSL?

More sellers than buyers — 48% buying: Last quarter: 159 funds reduced or exited vs 147 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 FTSL holders?

Smaller funds dominant — 14% AUM from top-100: 16 of 305 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FTSL?

66% of holders stayed for 2+ years: 202 out of 305 hedge funds have held FTSL 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 Fd (FTSL) following the 2026 Q2 hedge fund 13F filings?

As of today, FTSL 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), FTSL has gained +0.5% vs +3.9% 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.

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First Tr Exchange-Traded Fd (FTSL)

Smart Money Signals — FTSL

Selling streak — 1 quarter in a row

High ownership — 89% of 3.0Y peak

Outflows — 8% fewer funds vs a year ago

More sellers than buyers — 48% buying

Steady new buyers — ~36 new funds per quarter

66% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 69% veterans vs 15% newcomers

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — FTSL

Hedge Fund Ownership: FTSL

Market Analysis: FTSL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FTSL

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

Hedge Fund Positioning: FTSL

Statistics: FTSL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (FTSL)

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