Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (AGQI)

24 + Investors. Track Smart Money conviction in AGQI. 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
32%

Smart Money Signals — AGQI

Based on 23 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 72% of 2.2Y peak

72% of all-time peak
23 funds currently hold this stock — 72% of the 2.2-year high of 32 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 32% buying

6 buying13 selling
Last quarter: 13 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 2 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 35% medium ■ 17% new
11 out of 23 hedge funds have held AGQI 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 — ~1 new funds/quarter

2 → 2 → 2 → 3 → 1 new funds/Q
New funds entering each quarter: 2 → 2 → 3 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 17% new entrants

■ 0% veterans ■ 83% 1-2yr ■ 17% new
Of 23 current holders: 0 (0%) held 2+ years, 19 held 1–2 years, 4 (17%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
7 of 23 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in AGQI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — AGQI

In 2025 Q4, 6 hedge funds were net buyers of AGQI (1 opened a new position, 5 added to an existing one), while 13 reduced or exited (11 trimmed, 2 sold completely) — a 32% buyer ratio, indicating net institutional distribution. 41% of total institutional value in AGQI 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: 23.

Hedge Fund Ownership: AGQI

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

Market Analysis: AGQI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGQI

-- --

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

Is It Too Late to Buy FIRST TR EXCHNG TRADED FD VI (AGQI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AGQI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
AGQI
+10.5%
SPY
+42.5%

AGQI outperformed SPY by -32.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
AGQI
-2.2%
SPY
-1.8%

Since the filing became public, AGQI outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: AGQI
24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 23 4.35%
13F Shares 554K 773K -28.35%
Total Value $9M $13M -30.42%
New Positions 5 1 +4
Increased Positions 2 5 -3
Closed Positions 4 2 +2
Reduced Positions 10 11 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGQI

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

24 + investors

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

QUARTER:
Top 24 institutional holders of AGQI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1776 Wealth LLC 0.23% 33,773 $575K
2 Centric Wealth Management 0.06% 17,722 $313K
3 Intentional Wealth Strategies, LLC 0.05% 2,945 $50K
4 Virtu Financial LLC 0.02% 32,291 —
5 Prospera Financial Services Inc 0.02% 55,805 $951K
6 Diversified Trust Co 0.01% 26,500 $451K
7 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% 6,349 $109K
8 OSAIC HOLDINGS, INC. 0.00% 32,895 $560K
9 NBC SECURITIES, INC. 0.00% 500 $9K
10 Legacy Wealth Managment, LLC/ID 0.00% 54 —
11 HARBOUR INVESTMENTS, INC. 0.00% 1,500 $26K
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 2,945 $50K
13 RAYMOND JAMES FINANCIAL INC 0.00% 45,219 $770K
14 AE Wealth Management LLC 0.00% 2,500 $43K
15 LPL Financial LLC 0.00% 45,745 $779K
16 Steward Partners Investment Advisory, LLC 0.00% 2,382 $41K
17 STIFEL FINANCIAL CORP 0.00% 13,001 $221K
18 MORGAN STANLEY 0.00% 185,843 $3.2M
19 JANE STREET GROUP, LLC 0.00% 28,496 $485K
20 Aptus Capital Advisors, LLC 0.00% 326 $6K
21 FIFTH THIRD BANCORP 0.00% 1,001 $17K
22 ROYAL BANK OF CANADA 0.00% 8,895 $152K
23 UBS Group AG 0.00% 5,374 $92K
24 WELLS FARGO & COMPANY/MN 0.00% 1,823 $31K
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 EXCHNG TRADED FD VI (AGQI)

What does the Smart Money Trend signal show for AGQI?

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

Heavy selling pressure — only 32% buying: Last quarter: 13 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AGQI holders?

Elite ownership — 41% AUM from top-100 funds: 7 of 23 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in AGQI. 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 AGQI?

48% of holders stayed for 2+ years: 11 out of 23 hedge funds have held AGQI 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.

Is it too late to buy FIRST TR EXCHNG TRADED FD VI (AGQI) following the 2026 Q1 hedge fund 13F filings?

As of today, AGQI has moved -2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), AGQI has gained +10.5% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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