Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (AIRR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +71
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — AIRR

Based on 569 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AIRR 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
569 hedge funds hold AIRR 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 — +65% more funds vs a year ago

fund count last 6Q
+225 new funds entered over the past year (+65% 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.
🟢

More buyers than sellers — 75% buying

403 buying135 selling
Last quarter: 403 funds were net buyers (96 opened a brand new position + 307 added to an existing one). Only 135 were sellers (110 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new AIRR position: 67 → 95 → 79 → 96. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 26% long-term, 36% new

26% conviction (2yr+) 37% medium 36% new
Of the 569 current holders: 150 (26%) held >2 years, 213 held 1–2 years, and 206 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +16%, value -42%

Value
-41%
Shares
+16%
Last quarter: funds added +16% more shares while total portfolio value only changed -42%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~96 new funds/quarter

50 → 67 → 95 → 79 → 96 new funds/Q
New funds entering each quarter: 67 → 95 → 79 → 96. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 46% new entrants

26% veterans 28% 1-2yr 46% new
Of 573 current holders: 149 (26%) held 2+ years, 162 held 1–2 years, 262 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
31 of 566 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AIRR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Institutional Sentiment Summary — AIRR

In 2026 Q2, 403 hedge funds were net buyers of AIRR (96 opened a new position, 307 added to an existing one), while 135 reduced or exited (110 trimmed, 25 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in AIRR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +71 funds (more new holders than closures). Total institutional holders: 569.

Hedge Fund Ownership: AIRR

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

Market Analysis: AIRR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIRR

-- --

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

Is It Too Late to Buy First Tr Exchange Traded Fd (AIRR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AIRR has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 82d ago
AIRR
-20.1%
SPY
+2.3%

AIRR outperformed SPY by -22.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
AIRR
-14.7%
SPY
-1.6%

Since the filing became public, AIRR outperformed SPY by -13.1% .

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.

13 top-rated funds 37 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: AIRR
564 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 564 498 13.25%
13F Shares 59M 51M 16.03%
Total Value $7.69B $13.15B -41.55%
New Positions 95 79 +16
Increased Positions 306 251 +55
Closed Positions 26 33 -7
Reduced Positions 108 128 -20
Total Calls 3 3 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: AIRR

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Financial Highlights

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Institutional Holders (2026 Q2)

564 + investors

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

QUARTER:
Top 25 AIRR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Wealth Management, LLC 14.96% 245,734 $32.7M
2 Sage Private Wealth Group, LLC 12.37% 206,553 $27.5M
3 Purewater Capital LLC 7.80% 81,151 $10.8M
4 Redstone Wealth Management, LLC 7.77% 89,380 $11.9M
5 Investors Portfolio Services LLC 7.59% 74,630 $9.9M
6 Benson Wealth Management INC 7.32% 54,608 $7.3M
7 Frederick Financial Consultants, LLC 7.22% 127,802 $17.0M
8 Thryve Wealth Management LLC 6.65% 89,308 $11.9M
9 Next Level Private LLC 6.11% 234,279 $31.2M
10 WPG Advisers, LLC 6.05% 77,228 $10.3M
11 Presidio Capital Management, LLC 5.82% 174,591 $23.3M
12 Symphony Financial Services, Inc. 5.55% 92,672 $12.3M
13 Southern Capital Services Inc /Adv 5.25% 70,214 $9.4M
14 Wealth Watch Advisors, INC 4.82% 111,447 $14.9M
15 Guided Capital Wealth Management, LLC 4.79% 61,417 $8.2M
16 Ptm Wealth Management, LLC 4.50% 82,567 $10.0M
17 Perissos Private Wealth Management, LLC 4.46% 49,654 $6.6M
18 Savior LLC 4.39% 11,493 $1.5M
19 Gaddis Premier Wealth Advisors LLC 4.25% 52,460 $7.0M
20 Fischer Investment Strategies, LLC 4.20% 66,045 $8.8M
21 Parcion Private Wealth LLC 3.70% 499,778 $66.6M
22 Concorde Asset Management, LLC 3.66% 47,451 $6.3M
23 TradeWell Securities, LLC. 3.64% 76,538 $10.2M
24 Puff Wealth Management, LLC 3.60% 26,506 $3.5M
25 Cooper Investors Pty Ltd 3.32% 54,269 $7.2M
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 (AIRR)

What does the Smart Money Trend signal show for AIRR?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AIRR 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 AIRR?

More buyers than sellers — 75% buying: Last quarter: 403 funds were net buyers (96 opened a brand new position + 307 added to an existing one). Only 135 were sellers (110 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIRR holders?

Elite ownership — 58% AUM from top-100 funds: 31 of 566 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AIRR. 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 AIRR?

Mixed — 26% long-term, 36% new: Of the 569 current holders: 150 (26%) held >2 years, 213 held 1–2 years, and 206 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy First Tr Exchange Traded Fd (AIRR) following the 2026 Q2 hedge fund 13F filings?

As of today, AIRR has moved -14.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -13.1%. Since the quarter end (June 30, 2026), AIRR has gained -20.1% vs +2.3% 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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