Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (BUFD)

189 + Investors. Track Smart Money conviction in BUFD. 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
↓ -3
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — BUFD

Based on 191 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 BUFD 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
191 hedge funds hold BUFD 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

106 buying83 selling
Last quarter: 106 funds bought or added vs 83 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 23 → 38 → 24. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 29% medium 26% new
87 out of 191 hedge funds have held BUFD 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.
🚀

Acceleration phase — new buyers rushing in

21 → 12 → 23 → 38 → 24 new funds/Q
New funds entering each quarter: 12 → 23 → 38 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 47% veterans vs 32% newcomers

47% veterans 20% 1-2yr 32% new
Entry-cohort mix of 191 holders: 90 (47%) are 2+ year veterans, 39 entered 1–2 years ago, and 62 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
10 of 191 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — BUFD

In 2026 Q1, 106 hedge funds were net buyers of BUFD (24 opened a new position, 82 added to an existing one), while 83 reduced or exited (56 trimmed, 27 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 32% of total institutional value in BUFD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 191.

Hedge Fund Ownership: BUFD

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

Market Analysis: BUFD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUFD

-- --

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

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

Signal Freshness measures how much BUFD 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 · 83d ago
BUFD
+5.9%
SPY
+14.8%

BUFD outperformed SPY by -8.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
BUFD
+0.8%
SPY
+1.0%

Since the filing became public, BUFD outperformed SPY by -0.2% .

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.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: BUFD
189 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 189 194 -2.58%
13F Shares 48M 49M -1.38%
Total Value $1.33B $1.37B -2.88%
New Positions 24 38 -14
Increased Positions 81 78 +3
Closed Positions 29 12 +17
Reduced Positions 56 44 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUFD

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Institutional Holders (2026 Q1)

189 + investors

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

QUARTER:
Top 25 BUFD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centennial Wealth Advisory LLC 12.38% 1,825,742 $51.1M
2 Fischer Investment Strategies, LLC 11.76% 719,735 $20.2M
3 Legacy Financial Group LLC 7.07% 2,007,503 $56.2M
4 IMG Wealth Management, Inc. 5.41% 303,126 $8.5M
5 Gw Henssler & Associates Ltd 5.29% 4,013,056 $112.4M
6 Legacy Wealth Managment, LLC/ID 3.54% 254,584 $7.1M
7 Santori & Peters, Inc. 3.21% 368,454 $10.3M
8 Milestone Asset Management, LLC 2.28% 442,487 $12.4M
9 Wealth Watch Advisors, INC 1.51% 128,445 $3.6M
10 Sun Financial Inc 1.39% 93,746 $2.8M
11 Family Capital Management, Inc. 1.18% 95,009 $2.7M
12 Integrity Financial Corp /WA 1.18% 84,585 $2.4M
13 Iams Wealth Management, LLC 1.11% 113,996 $3.2M
14 Five Pine Wealth Management 1.07% 61,350 $1.7M
15 Compass Financial Services Inc 1.02% 83,709 $2.3M
16 Capital Asset Advisory Services LLC 1.00% 901,961 $26.2M
17 Echo Wealth Management, LLC 0.77% 47,660 $1.3M
18 Precedent Wealth Partners, LLC 0.75% 133,733 $3.7M
19 Richard W. Paul & Associates, LLC 0.72% 76,141 $2.1M
20 Benson Wealth Management INC 0.67% 17,456 $489K
21 Richmond Investment Services, LLC 0.60% 132,446 $3.7M
22 Ascension Capital Advisors, Inc. 0.59% 67,248 $1.9M
23 American Institute for Advanced Investment Management, LLP 0.59% 32,509 $910K
24 Capasso Planning Partners LLC 0.55% 36,710 $1.0M
25 Simplicity Wealth,LLC 0.51% 319,416 $8.9M
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 (BUFD)

What does the Smart Money Trend signal show for BUFD?

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

Slight buying edge — 56% buying: Last quarter: 106 funds bought or added vs 83 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BUFD holders?

Strong quality — 32% AUM from major funds: 10 of 191 holders rank in the top 100 by AUM, accounting for 32% 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 BUFD?

46% of holders stayed for 2+ years: 87 out of 191 hedge funds have held BUFD 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 (BUFD) following the 2026 Q1 hedge fund 13F filings?

As of today, BUFD has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), BUFD has gained +5.9% vs +14.8% 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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