Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FTXG)

25 + Investors. Track Smart Money conviction in FTXG. 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
59%

Smart Money Signals — FTXG

Based on 26 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FTXG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 43% of 3.0Y high

43% of all-time peak
Only 26 funds hold FTXG today versus a peak of 61 funds at 2023 Q3 — just 43% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

17 buying12 selling
Last quarter: 17 funds bought or added vs 12 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 12 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 23% medium ■ 27% new
13 out of 26 hedge funds have held FTXG 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 — ~6 new funds/quarter

5 → 3 → 5 → 12 → 6 new funds/Q
New funds entering each quarter: 3 → 5 → 12 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 35% newcomers

■ 54% veterans ■ 12% 1-2yr ■ 35% new
Entry-cohort mix of 26 holders: 14 (54%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
8 of 25 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in FTXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.3
out of 10
Low Exit Risk
Exit risk score 1.3/10 — 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 — FTXG

In 2026 Q2, 17 hedge funds were net buyers of FTXG (6 opened a new position, 11 added to an existing one), while 12 reduced or exited (5 trimmed, 7 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 63% of total institutional value in FTXG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 26.

Hedge Fund Ownership: FTXG

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

Market Analysis: FTXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FTXG

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FTXG
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 27 -7.41%
13F Shares 636K 427K 48.75%
Total Value $14M $10M 37.93%
New Positions 6 12 -6
Increased Positions 11 3 +8
Closed Positions 7 5 +2
Reduced Positions 5 8 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FTXG

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Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:
Top 25 FTXG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wakefield Asset Management LLLP 0.17% 33,722 $750K
2 Financial Solutions Advisory Group, Inc. 0.11% 38,787 $868K
3 IHT Wealth Management, LLC 0.03% 58,643 $1.3M
4 McAdam, LLC 0.01% 9,749 $217K
5 Minot DeBlois Advisors LLC 0.00% 235 $5K
6 IFP Advisors, Inc 0.00% 1,890 $42K
7 Banque Transatlantique SA 0.00% 1,330 $30K
8 Stifel Financial Corp 0.00% 27,905 $621K
9 Wealth Enhancement Advisory Services, LLC 0.00% 11,674 $265K
10 Parallel Advisors, LLC 0.00% 975 $22K
11 Morgan Stanley 0.00% 261,984 $5.8M
12 Raymond James Financial Inc 0.00% 35,117 $782K
13 Princeton Global Asset Management LLC 0.00% 55 $1K
14 Integrated Wealth Concepts LLC 0.00% 1,236 $28K
15 Osaic Holdings, INC. 0.00% 5,006 $111K
16 Citadel Advisors LLC 0.00% 44,000 $979K
17 NewEdge Advisors, LLC 0.00% 1,365 $30K
18 Royal Bank of Canada 0.00% 23,067 $513K
19 LPL Financial LLC 0.00% 12,382 $276K
20 Susquehanna International Group, LLP 0.00% 35,014 $779K
21 Goldman Sachs Group Inc 0.00% 30,905 $688K
22 Transamerica Financial Advisors, LLC 0.00% 15 —
23 Simplex Trading, LLC 0.00% 445 $10K
24 AE Wealth Management LLC 0.00% 17 —
25 Wells Fargo & Company/Mn 0.00% 2 —
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 (FTXG)

What does the Smart Money Trend signal show for FTXG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FTXG 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 FTXG?

Slight buying edge — 59% buying: Last quarter: 17 funds bought or added vs 12 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 FTXG holders?

Elite ownership — 63% AUM from top-100 funds: 8 of 25 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in FTXG. 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 FTXG?

50% of holders stayed for 2+ years: 13 out of 26 hedge funds have held FTXG 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.

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