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
↑ +26
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — BUFD

Based on 189 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 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
189 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 — +24% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+24% 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 — 68% buying

113 buying53 selling
Last quarter: 113 funds were net buyers (36 opened a brand new position + 77 added to an existing one). Only 53 were sellers (43 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new BUFD position: 21 → 12 → 23 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

43% conviction (2yr+) 33% medium 24% new
81 out of 189 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

22 → 21 → 12 → 23 → 36 new funds/Q
New funds entering each quarter: 21 → 12 → 23 → 36. 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.
🏛️

Deep conviction — 46% of holders stayed 2+ years

46% veterans 22% 1-2yr 32% new
Of 189 current holders: 87 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
11 of 189 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 4 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: BUFD
2026 Q1 Stats Unlock in 14 days 189 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 189 163 15.95%
13F Shares 49M 39M 24.07%
Total Value $1.36B $1.09B 25.03%
New Positions 36 23 +13
Increased Positions 77 66 +11
Closed Positions 10 21 -11
Reduced Positions 43 48 -5
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.

Top 25 institutional holders of BUFD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centennial Wealth Advisory LLC 12.38% 1,825,742 $51.1M
2 Legacy Financial Group LLC 7.07% 2,007,503 $56.2M
3 MILESTONE ASSET MANAGEMENT, LLC 2.28% 442,487 $12.4M
4 Family Capital Management, Inc. 1.18% 95,009 $2.7M
5 IAMS WEALTH MANAGEMENT, LLC 1.11% 113,996 $3.2M
6 Five Pine Wealth Management 1.07% 61,350 $1.7M
7 Compass Financial Services Inc 1.02% 83,709 $2.3M
8 Capital Asset Advisory Services LLC 1.00% 901,961 $26.2M
9 Echo Wealth Management, LLC 0.77% 47,660 $1.3M
10 PRECEDENT WEALTH PARTNERS, LLC 0.75% 133,733 $3.7M
11 Richmond Investment Services, LLC 0.60% 132,446 $3.7M
12 American Institute for Advanced Investment Management, LLP 0.59% 32,509 $910K
13 Simplicity Wealth,LLC 0.51% 319,416 $8.9M
14 Atlas Private Wealth Advisors 0.50% 76,337 $2.1M
15 SECURED RETIREMENT ADVISORS, LLC 0.47% 29,647 $830K
16 Ergawealth Advisors, Inc. 0.42% 33,985 $952K
17 Apollon Financial, LLC 0.41% 106,502 $3.0M
18 Triad Wealth Partners, LLC 0.36% 163,132 $4.6M
19 LifeWealth Investments, LLC 0.32% 38,592 $1.1M
20 Castleview Partners, LLC 0.31% 21,537 $603K
21 Maridea Wealth Management LLC 0.31% 75,202 $2.1M
22 Nicholas Wealth, LLC. 0.27% 13,914 $390K
23 Brookstone Capital Management 0.24% 764,714 $21.4M
24 CCG WEALTH MANAGEMENT, LLC 0.22% 29,198 $818K
25 BAM Wealth Management, LLC 0.22% 10,458 $293K
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 — 11 quarters in a row: For 11 consecutive quarters, 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?

More buyers than sellers — 68% buying: Last quarter: 113 funds were net buyers (36 opened a brand new position + 77 added to an existing one). Only 53 were sellers (43 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFD holders?

Strong quality — 32% AUM from major funds: 11 of 189 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?

43% of holders stayed for 2+ years: 81 out of 189 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.