Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE TRADED FD (AIRR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +66
Streak
11Q ▲
Buyers last Q
77%

Smart Money Signals — AIRR

Based on 429 hedge funds · latest filing: 2025 Q4 · 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
429 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 — +50% more funds vs a year ago

fund count last 6Q
+143 new funds entered over the past year (+50% 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 — 77% buying

323 buying95 selling
Last quarter: 323 funds were net buyers (87 opened a brand new position + 236 added to an existing one). Only 95 were sellers (74 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new AIRR position: 63 → 48 → 63 → 87. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 34% new

■ 25% conviction (2yr+) ■ 41% medium ■ 34% new
Of the 429 current holders: 108 (25%) held >2 years, 177 held 1–2 years, and 144 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 +44%, value +10%

Value
+9%
Shares
+44%
Last quarter: funds added +44% more shares while total portfolio value only changed +10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

99 → 63 → 48 → 63 → 87 new funds/Q
New funds entering each quarter: 63 → 48 → 63 → 87. A growing number of institutions are discovering AIRR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 56% of holders entered in last year

■ 27% veterans ■ 17% 1-2yr ■ 56% new
Of 430 current holders: 239 (56%) entered in the past year, only 118 (27%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
18 of 429 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 16 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: AIRR
2026 Q1 Stats Unlock in 22 days 430 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 430 363 18.46%
13F Shares 55M 38M 44.48%
Total Value $12.41B $11.32B 9.62%
New Positions 87 63 +24
Increased Positions 236 176 +60
Closed Positions 21 28 -7
Reduced Positions 74 83 -9
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIRR

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

430 + investors

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

Top 25 institutional holders of AIRR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 REDSTONE WEALTH MANAGEMENT, LLC 7.67% 86,859 $9.6M
2 Next Level Private LLC 5.57% 222,741 $24.7M
3 Presidio Capital Management, LLC 4.76% 148,090 $16.4M
4 PTM WEALTH MANAGEMENT, LLC 4.71% 78,274 $8.9M
5 Parcion Private Wealth LLC 3.54% 516,187 $57.2M
6 TradeWell Securities, LLC. 3.25% 70,343 $7.7M
7 tru Independence LLC 2.84% 51,836 $5.7M
8 Fiduciary Planning LLC 2.84% 84,799 $9.4M
9 Investment Advisory Services Group LLC 2.56% 26,525 $2.9M
10 COOPER INVESTORS PTY LTD 2.50% 55,441 $6.1M
11 APS Management Group, Inc. 2.35% 24,824 $2.8M
12 Stegent Equity Advisors, Inc. 2.30% 24,364 $2.7M
13 Crumly & Associates Inc. 2.26% 97,205 $10.8M
14 PRECEDENT WEALTH PARTNERS, LLC 2.20% 99,086 $11.0M
15 Elmwood Wealth Management, Inc. 2.08% 68,025 $7.5M
16 MRA Advisory Group 1.94% 42,989 $4.8M
17 Benchmark Financial, LLC 1.88% 18,899 $2.1M
18 Foundry Financial Group, Inc. 1.82% 33,196 $3.7M
19 Pictet North America Advisors SA 1.71% 155,764 $17.3M
20 Hobart Private Capital, LLC 1.70% 77,901 $8.6M
21 Fearless Solutions, LLC dba Best Invest 1.69% 25,276 $2.8M
22 Parkside Investments, LLC 1.68% 124,622 $13.8M
23 PCG Wealth Advisors, LLC 1.57% 56,147 $6.2M
24 RiverTree Advisors, LLC 1.43% 20,433 $2.3M
25 JBR Co Financial Management Inc 1.41% 34,345 $3.4M
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 — 77% buying: Last quarter: 323 funds were net buyers (87 opened a brand new position + 236 added to an existing one). Only 95 were sellers (74 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIRR holders?

Strong quality — 23% AUM from major funds: 18 of 429 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AIRR?

Mixed — 25% long-term, 34% new: Of the 429 current holders: 108 (25%) held >2 years, 177 held 1–2 years, and 144 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.

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.