FTXR Hedge Fund Ownership (Q2 2026)

First Tr Exchange Traded Fd (FTXR)

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

Smart Money Signals — FTXR

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added FTXR 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

56 hedge funds hold FTXR 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.

🚀

Fast accumulation — +100% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+100% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 80% buying

43 buying11 selling

Last quarter: 43 funds were net buyers (27 opened a brand new position + 16 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter

Funds opening a new FTXR position: 6 → 5 → 8 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 20% medium ■ 27% new

30 out of 56 hedge funds have held FTXR 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 +4732%, value +4706%

Value

+4706%

+4731%

Last quarter: funds added +4732% more shares while total portfolio value only changed +4706%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

5 → 6 → 5 → 8 → 27 new funds/Q

New funds entering each quarter: 6 → 5 → 8 → 27. 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.

🏛️

Veteran-anchored — 68% veterans vs 29% newcomers

■ 68% veterans ■ 4% 1-2yr ■ 29% new

Entry-cohort mix of 56 holders: 38 (68%) are 2+ year veterans, 2 entered 1–2 years ago, and 16 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 89% AUM from top-100 funds

89% from top-100 AUM funds

13 of 56 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in FTXR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	65	56	16.07%
13F Shares	23M	22M	6.0%
Total Value	$1.04B	$824M	25.88%
New Positions	15	27	-12
Increased Positions	26	16	+10
Closed Positions	6	6	-
Reduced Positions	12	5	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

16.07%

13F Shares

23M

22M

6.0%

Total Value

$1.04B

$824M

25.88%

New Positions

-12

Increased Positions

+10

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

65 + investors

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

QUARTER:

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

Top 25 FTXR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nilsine Partners, LLC	1.47%	465,155	$21.2M
2	NewSquare Capital LLC	0.84%	249,056	$11.4M
3	Englebert Financial Advisers, LLC	0.70%	15,560	$709K
4	TriaGen Wealth Management LLC	0.64%	56,335	$2.6M
5	HFG Advisors, Inc.	0.56%	19,671	$896K
6	First Trust Advisors LP	0.47%	17,572,217	$800.8M
7	Davis Investment Partners, LLC	0.46%	33,191	$1.5M
8	Trust Co of Oklahoma	0.30%	25,414	$1.2M
9	Realta Investment Advisors	0.24%	17,070	$778K
10	Advisory Services Network, LLC	0.19%	371,415	$16.9M
11	Garden State Investment Advisory Services LLC	0.17%	20,650	$941K
12	Transamerica Financial Advisors, LLC	0.13%	33,520	$1.5M
13	MinichMacGregor Wealth Management, LLC	0.12%	16,656	$759K
14	Summit Financial, LLC	0.09%	189,165	$8.6M
15	Cutter & CO Brokerage, Inc.	0.09%	13,420	$398K
16	Daymark Wealth Partners, LLC	0.08%	69,505	$3.2M
17	WealthBridge Capital Management, LLC	0.08%	8,436	$384K
18	&Partners	0.07%	370,720	$16.9M
19	Benjamin Edwards Inc	0.06%	150,159	$6.8M
20	Tower Research Capital LLC (TRC)	0.06%	55,880	$2.5M
21	NewEdge Advisors, LLC	0.06%	408,346	$18.6M
22	Kovack Advisors, Inc.	0.05%	25,069	$1.1M
23	Fortis Group Advisors, LLC	0.05%	7,210	$329K
24	Creative Financial Designs Inc /Adv	0.05%	21,921	$999K
25	Claro Advisors Inc.	0.04%	9,022	$411K

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 (FTXR)

What does the Smart Money Trend signal show for FTXR?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FTXR 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 FTXR?

More buyers than sellers — 80% buying: Last quarter: 43 funds were net buyers (27 opened a brand new position + 16 added to an existing one). Only 11 were sellers (5 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FTXR holders?

Elite ownership — 89% AUM from top-100 funds: 13 of 56 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in FTXR. 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 FTXR?

54% of holders stayed for 2+ years: 30 out of 56 hedge funds have held FTXR 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.

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First Tr Exchange Traded Fd (FTXR)

Smart Money Signals — FTXR

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +100% more funds vs a year ago

More buyers than sellers — 80% buying

More new buyers each quarter (+19 vs last Q)

54% of holders stayed for 2+ years

Buying through price weakness — shares +4732%, value +4706%

Acceleration phase — new buyers rushing in

Veteran-anchored — 68% veterans vs 29% newcomers

Elite ownership — 89% AUM from top-100 funds

Institutional Sentiment Summary — FTXR

Hedge Fund Ownership: FTXR

Market Analysis: FTXR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FTXR

Hedge Fund Positioning: FTXR

Statistics: FTXR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange Traded Fd (FTXR)

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