Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (AUGM)

44 + Investors. Track Smart Money conviction in AUGM. 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
↓ -1
Streak
1Q ▼
Buyers last Q
34%

Smart Money Signals — AUGM

Based on 44 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (98% of max)

98% of all-time peak
44 hedge funds hold AUGM right now — the highest count in 2.0 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 — +33% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+33% 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.
🔴

Heavy selling pressure — only 34% buying

10 buying19 selling
Last quarter: 19 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 14 → 7 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

0% conviction (2yr+) 64% medium 36% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

2 → 4 → 14 → 7 → 3 new funds/Q
New funds entering each quarter: 4 → 14 → 7 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 45% new entrants

0% veterans 55% 1-2yr 45% new
Of 44 current holders: 0 (0%) held 2+ years, 24 held 1–2 years, 20 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
5 of 44 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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 — AUGM

In 2026 Q1, 10 hedge funds were net buyers of AUGM (3 opened a new position, 7 added to an existing one), while 19 reduced or exited (15 trimmed, 4 sold completely) — a 34% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 44.

Hedge Fund Ownership: AUGM

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

Market Analysis: AUGM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AUGM

-- --

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

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

Signal Freshness measures how much AUGM 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 · 85d ago
AUGM
+3.1%
SPY
+14.9%

AUGM outperformed SPY by -11.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
AUGM
+0.3%
SPY
+1.1%

Since the filing became public, AUGM outperformed SPY by -0.8% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: AUGM
44 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 44 45 -2.22%
13F Shares 492K 438K 12.39%
Total Value $16M $15M 6.47%
New Positions 3 7 -4
Increased Positions 7 4 +3
Closed Positions 4 3 +1
Reduced Positions 15 11 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AUGM

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Financial Highlights

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Institutional Holders (2026 Q1)

44 + investors

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

QUARTER:
Top 25 AUGM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grantvest Financial Group LLC 0.34% 15,661 $530K
2 Evolution Wealth Management INC. 0.09% 3,748 $127K
3 Glen Eagle Advisors, LLC 0.09% 18,700 $633K
4 Triumph Capital Management 0.07% 9,603 $325K
5 Madrona Financial Services, LLC 0.06% 7,717 $261K
6 Clear Creek Financial Management, LLC 0.04% 14,627 $495K
7 Anfield Capital Management, LLC 0.04% 3,989 $135K
8 Buck Wealth Strategies, LLC 0.03% 6,366 $216K
9 Centaurus Financial, INC. 0.02% 14,999 $508K
10 Hbw Advisory Services LLC 0.02% 6,000 $203K
11 Old Mission Capital LLC 0.02% 38,749 $1.3M
12 Ameritas Advisory Services, LLC 0.01% 10,248 $347K
13 IFP Advisors, Inc 0.01% 16,020 $543K
14 Ausdal Financial Partners, Inc. 0.01% 6,413 $217K
15 Americana Partners, LLC 0.01% 10,280 $348K
16 DHJJ Financial Advisors, Ltd. 0.01% 751 $25K
17 Ashton Thomas Private Wealth, LLC 0.01% 9,819 $333K
18 Kestra Advisory Services, LLC 0.00% 32,023 $1.1M
19 Geneos Wealth Management Inc. 0.00% 4,195 $142K
20 Brookstone Capital Management 0.00% 8,022 $272K
21 Creative Financial Designs Inc /Adv 0.00% 1,363 $46K
22 Waverly Advisors, LLC 0.00% 10,973 $372K
23 AE Wealth Management LLC 0.00% 13,096 $444K
24 Advisory Services Network, LLC 0.00% 4,531 $153K
25 Commonwealth Equity Services, LLC 0.00% 27,990 $948K
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 (AUGM)

What does the Smart Money Trend signal show for AUGM?

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

Heavy selling pressure — only 34% buying: Last quarter: 19 funds sold vs only 10 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 AUGM holders?

Smaller funds dominant — 18% AUM from top-100: 5 of 44 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AUGM?

Mostly new holders — 36% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy First Tr Exchng Traded Fd VI (AUGM) following the 2026 Q1 hedge fund 13F filings?

As of today, AUGM has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), AUGM has gained +3.1% vs +14.9% 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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