$FBT is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.54%, with an average of 0.14% of portfolio. Largest holder: Gentry Private Wealth, LLC at 0.54%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
FIRST TR EXCHANGE-TRADED FD
13F holders
301
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 301 · Source: 13F-HR01
Independent Investors Inc.
—
—
02
State Farm Mutual Automobile Insurance Co.
—
—
03
Taconic Capital Advisors LP
—
—
04
Covey Capital Advisors, LLC
—
—
05
Loomis Sayles & Co. L P
—
—
06
Inclusive Capital Partners, L.p.
—
—
07
Sheaff Brock Investment Advisors, LLC
—
—
08
Marquette Asset Management, LLC
—
—
09
Berger Financial Group, Inc
—
—
10
Eschler Asset Management LLP
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
5 holders · Q1 202601
Gentry Private Wealth, LLC
0.54% held
α +22.9pts
02
RFG Advisory, LLC
0.01% held
α +16.2pts
03
Principal Securities, Inc.
0.00% held
α +21.3pts
04
Citigroup Inc.
0.00% held
α +26.3pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $FBT in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $FBT in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $FBT lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $FBT — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 16:01 UTC.