Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (BUFD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — BUFD

Based on 216 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BUFD 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
216 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+29% 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.
🟡

Slight buying edge — 59% buying

118 buying82 selling
Last quarter: 118 funds bought or added vs 82 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new BUFD position: 23 → 38 → 24 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 27% medium ■ 28% new
97 out of 216 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.
➡️

Steady discovery — ~36 new funds/quarter

13 → 23 → 38 → 24 → 36 new funds/Q
New funds entering each quarter: 23 → 38 → 24 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 33% newcomers

■ 47% veterans ■ 19% 1-2yr ■ 33% new
Entry-cohort mix of 216 holders: 102 (47%) are 2+ year veterans, 42 entered 1–2 years ago, and 72 (33%) 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
13 of 216 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — BUFD

In 2026 Q2, 118 hedge funds were net buyers of BUFD (36 opened a new position, 82 added to an existing one), while 82 reduced or exited (71 trimmed, 11 sold completely) — a 59% 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: +25 funds (more new holders than closures). Total institutional holders: 216.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 5 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BUFD
215 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 215 191 12.57%
13F Shares 52M 49M 5.88%
Total Value $1.52B $1.35B 12.8%
New Positions 35 24 +11
Increased Positions 82 82 -
Closed Positions 11 28 -17
Reduced Positions 71 56 +15
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 Q2)

215 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centennial Wealth Advisory LLC 11.52% 1,796,034 $53.4M
2 Fischer Investment Strategies, LLC 10.04% 708,015 $21.0M
3 Legacy Financial Group LLC 5.82% 1,739,605 $51.7M
4 Gw Henssler & Associates Ltd 5.33% 4,032,792 $119.9M
5 IMG Wealth Management, Inc. 5.16% 311,544 $9.3M
6 Legacy Wealth Managment, LLC/ID 3.19% 260,471 $7.7M
7 Santori & Peters, Inc. 3.08% 367,507 $10.9M
8 Benson Wealth Management INC 2.48% 82,790 $2.5M
9 Milestone Asset Management, LLC 1.85% 395,577 $11.8M
10 Symphony Financial Services, Inc. 1.83% 136,837 $4.1M
11 Miramontes Capital, LLC 1.62% 168,610 $4.8M
12 Sun Financial Inc 1.37% 95,987 $2.9M
13 Five Pine Wealth Management 1.37% 81,452 $2.4M
14 Wealth Watch Advisors, INC 1.32% 136,740 $4.1M
15 Vima LLC 1.25% 43,032 $1.3M
16 Capital Asset Advisory Services LLC 1.09% 1,010,755 $30.0M
17 Compass Financial Services Inc 1.07% 96,376 $2.9M
18 Integrity Financial Corp /WA 1.07% 75,059 $2.2M
19 Iams Wealth Management, LLC 1.01% 112,730 $3.4M
20 Precedent Wealth Partners, LLC 0.98% 198,909 $5.9M
21 Family Capital Management, Inc. 0.75% 64,936 $1.9M
22 Echo Wealth Management, LLC 0.72% 47,643 $1.4M
23 Richard W. Paul & Associates, LLC 0.70% 76,899 $2.3M
24 Richmond Investment Services, LLC 0.70% 73,967 $2.2M
25 Nicholas Wealth, LLC. 0.69% 42,353 $1.3M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BUFD 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 BUFD?

Slight buying edge — 59% buying: Last quarter: 118 funds bought or added vs 82 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: 13 of 216 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?

45% of holders stayed for 2+ years: 97 out of 216 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.

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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