FTZIX

FTZIX — Who's Buying and Selling (13F)

Fullthaler Beh Uncons Eq-ins

+$588.8K

Net Activity

Institutions Holding

Popularity Rank

#20412

Avg Weight

0.48%

Total Value

$588.8K

Ownership Trend

1 institutions currently hold FTZIX, with 1 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

Net Buying Institutions

Key Holders

Top 5 by Value

Garton & Associates Financial Advisors LLC

$588.8K

Top 5 by Conviction

Garton & Associates Financial Advisors LLC

0.48%

View all 1 holding institutions

Across its top 1 institutional holders, FTZIX's holder base skews toward low-concentration, high-turnover investors on average (avg. concentration score 9/100, avg. turnover score 57/100).

Quarterly Activity

Recent Activity

+$588.8K

Total Buy Value

$0.0

Total Sell Value

New buy1

Trim0

Add0

Sold out0

Net Buyers

Net Sellers

Smart Money Convergence

FTZIX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/FTZIX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

14064D659

FAQ

Who are the top institutional investors holding FULLTHALER BEH UNCONS EQ-INS (FTZIX)?

Major stakeholders currently include Garton & Associates Financial Advisors LLC ($588.8K). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in FTZIX.

What is the overall institutional sentiment toward FTZIX recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $588.8K, driven by 1 managers accumulating shares while 0 reduced their exposure.

Which institutions have been selling or reducing their FTZIX positions?

In the latest period, no tracked funds trimmed or exited their positions in FTZIX.

Are there any notable investors adding FTZIX to their portfolios?

Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $588.8K.