Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FTSM)

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

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

Smart Money Signals — FTSM

Based on 371 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 FTSM 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 — 93% of 3.0Y peak

93% of all-time peak
371 funds currently hold this stock — 93% of the 3.0-year high of 399 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
28 fewer hedge funds hold FTSM compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

191 buying183 selling
Last quarter: 191 funds bought or added vs 183 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new FTSM position: 37 → 35 → 31 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 22% medium ■ 12% new
247 out of 371 hedge funds have held FTSM 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.
💰

Value +60% but shares only +8% — price-driven

Value
+60%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +60%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~42 new funds/quarter

57 → 37 → 35 → 31 → 42 new funds/Q
New funds entering each quarter: 37 → 35 → 31 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 15% 1-2yr ■ 17% new
Of 371 current holders: 255 (69%) 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 — 69% AUM from top-100 funds

69% from top-100 AUM funds
11 of 371 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in FTSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: FTSM

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

Market Analysis: FTSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTSM

-- --

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.

29 top-rated funds 14 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: FTSM
2026 Q1 Stats Unlock in 11 days 371 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 371 370 0.27%
13F Shares 81M 75M 7.72%
Total Value $7.23B $4.52B 60.0%
New Positions 42 31 +11
Increased Positions 149 133 +16
Closed Positions 41 50 -9
Reduced Positions 142 171 -29
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTSM

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

371 + investors

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

Top 25 institutional holders of FTSM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Investment Strategies LLC 32.66% 185,542 $11.1M
2 BDFS Capital LLC 32.17% 1,114,340 $66.8M
3 Guided Capital Wealth Management, LLC 21.76% 551,623 $33.0M
4 FSC Wealth Advisors, LLC 10.40% 9,116 $545K
5 Hilton Head Capital Partners, LLC 9.08% 269,246 $16.1M
6 Kaydan Wealth Management, Inc. 8.39% 419,546 $25.1M
7 Mainsail Financial Group, LLC 7.80% 313,208 $18.7M
8 Sterling Manor Financial, LLC 7.14% 190,997 $11.4M
9 SHELTON WEALTH MANAGEMENT, LLC 5.66% 216,383 $12.9M
10 Csenge Advisory Group 5.19% 1,895,335 $113.3M
11 RiverTree Advisors, LLC 5.09% 134,529 $8.0M
12 Plus Group Wealth Advisors LLC 5.04% 76,668 $4.6M
13 Cassia Capital Partners, LLC 4.81% 156,304 $9.3M
14 UPTICK PARTNERS, LLC 4.60% 386,047 $23.1M
15 TCP Asset Management, LLC 4.41% 573,317 $34.3M
16 Transcendent Capital Group LLC 4.39% 161,164 $9.6M
17 Balboa Wealth Partners 3.06% 304,852 $18.2M
18 Centerpoint Advisory Group 3.02% 67,160 $4.0M
19 Petix & Botte Co 2.94% 221,089 $13.2M
20 Stone Wealth Partners 2.93% 54,372 $3.3M
21 OPINICUS CAPITAL, INC. 2.87% 68,003 $4.1M
22 1776 Wealth LLC 2.59% 109,981 $6.6M
23 GDS Wealth Management 2.55% 709,784 $42.4M
24 Ellsworth Advisors, LLC 2.53% 224,884 $13.4M
25 LAKE STREET PRIVATE WEALTH, LLC 2.23% 293,569 $17.5M
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 (FTSM)

What does the Smart Money Trend signal show for FTSM?

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

Slight buying edge — 51% buying: Last quarter: 191 funds bought or added vs 183 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 FTSM holders?

Elite ownership — 69% AUM from top-100 funds: 11 of 371 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in FTSM. 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 FTSM?

67% of holders stayed for 2+ years: 247 out of 371 hedge funds have held FTSM 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.