Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (BUFG)

85 + Investors. Track Smart Money conviction in BUFG. 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
↑ +11
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — BUFG

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BUFG 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 (98% of max)

98% of all-time peak
85 hedge funds hold BUFG 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BUFG is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

41 buying36 selling
Last quarter: 41 funds bought or added vs 36 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new BUFG position: 11 → 12 → 6 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 33% medium 16% new
43 out of 85 hedge funds have held BUFG 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 — ~14 new funds/quarter

8 → 11 → 12 → 6 → 14 new funds/Q
New funds entering each quarter: 11 → 12 → 6 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

54% veterans 22% 1-2yr 24% new
Of 85 current holders: 46 (54%) 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.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
4 of 85 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: BUFG

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

Market Analysis: BUFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUFG

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: BUFG
2026 Q1 Stats Unlock in 16 days 85 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 74 14.86%
13F Shares 8M 8M 0.0%
Total Value $215M $211M 2.02%
New Positions 14 6 +8
Increased Positions 27 26 +1
Closed Positions 3 19 -16
Reduced Positions 33 29 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUFG

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Institutional Holders (2026 Q1)

85 + investors

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

Top 25 institutional holders of BUFG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centennial Wealth Advisory LLC 4.36% 671,115 $18.0M
2 Financial Guidance Group, Inc. 0.30% 28,037 $753K
3 IAMS WEALTH MANAGEMENT, LLC 0.24% 25,776 $692K
4 TCFG WEALTH MANAGEMENT, LLC 0.20% 20,295 $545K
5 DHJJ Financial Advisors, Ltd. 0.16% 18,457 $496K
6 NOVEM GROUP 0.10% 33,166 $891K
7 Onyx Bridge Wealth Group LLC 0.09% 29,977 $805K
8 SageGuard Financial Group, LLC 0.06% 14,350 $385K
9 Kelly Financial Services LLC 0.05% 7,944 $213K
10 American Trust 0.05% 21,600 $580K
11 Clear Creek Financial Management, LLC 0.04% 19,200 $516K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.04% 1,049,093 $28.2M
13 Valmark Advisers, Inc. 0.03% 84,026 $2.3M
14 EVOLUTION WEALTH MANAGEMENT INC. 0.02% 989 $27K
15 PFS Partners, LLC 0.02% 1,258 $34K
16 Brookstone Capital Management 0.01% 46,767 $1.3M
17 Simplicity Wealth,LLC 0.01% 9,161 $246K
18 Cambridge Investment Research Advisors, Inc. 0.01% 187,947 $5K
19 Avior Wealth Management, LLC 0.01% 15,813 $425K
20 Wealthcare Advisory Partners LLC 0.01% 21,261 $571K
21 IFP Advisors, Inc 0.01% 19,876 $534K
22 Kestra Advisory Services, LLC 0.01% 73,496 $2.0M
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 106,275 $2.9M
24 Farther Finance Advisors, LLC 0.00% 18,965 $512K
25 Private Advisor Group, LLC 0.00% 37,833 $1.0M
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 (BUFG)

What does the Smart Money Trend signal show for BUFG?

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

Slight buying edge — 53% buying: Last quarter: 41 funds bought or added vs 36 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 BUFG holders?

Smaller funds dominant — 18% AUM from top-100: 4 of 85 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 BUFG?

51% of holders stayed for 2+ years: 43 out of 85 hedge funds have held BUFG 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.