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
↓ -1
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — BUFG

Based on 86 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 BUFG 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
86 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.
🟠

More sellers than buyers — 48% buying

37 buying40 selling
Last quarter: 40 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 6 → 15 → 7. 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.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 29% medium 19% new
45 out of 86 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 — ~7 new funds/quarter

12 → 12 → 6 → 15 → 7 new funds/Q
New funds entering each quarter: 12 → 6 → 15 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 21% 1-2yr 26% new
Of 86 current holders: 46 (53%) 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 — 22% AUM from major funds

22% from top-100 AUM funds
5 of 86 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — BUFG

In 2026 Q1, 37 hedge funds were net buyers of BUFG (7 opened a new position, 30 added to an existing one), while 40 reduced or exited (32 trimmed, 8 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 22% of total institutional value in BUFG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 86.

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

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

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

Signal Freshness measures how much BUFG 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 · 80d ago
BUFG
+9.1%
SPY
+13.9%

BUFG outperformed SPY by -4.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BUFG
+1.0%
SPY
+0.2%

Since the filing became public, BUFG 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.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: BUFG
85 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 85 87 -2.3%
13F Shares 8M 8M 6.54%
Total Value $220M $217M 1.44%
New Positions 7 15 -8
Increased Positions 30 27 +3
Closed Positions 9 3 +6
Reduced Positions 31 33 -2
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.

QUARTER:
Top 25 BUFG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centennial Wealth Advisory LLC 4.36% 671,115 $18.0M
2 FreeGulliver LLC 2.87% 253,633 $6.8M
3 Benson Wealth Management INC 1.59% 43,165 $1.2M
4 Pacific Excel Wealth Advisors, Inc. 1.45% 51,505 $1.4M
5 World Equity Group, INC. 1.17% 168,627 $4.5M
6 Lunt Capital Management, Inc. 0.91% 87,976 $2.4M
7 Valtinson Bruner Financial Planning LLC 0.80% 108,906 $2.9M
8 Financial Network Wealth Advisors LLC 0.53% 19,227 $516K
9 Fsb Premier Wealth Management, INC. 0.45% 52,904 $1.4M
10 Financial Guidance Group, Inc. 0.30% 28,037 $753K
11 IFG Advisory, LLC 0.29% 3,797 $102K
12 Tradition Wealth Management, LLC 0.26% 134,794 $3.6M
13 Iams Wealth Management, LLC 0.24% 25,776 $692K
14 Transcend Capital Advisors, LLC 0.23% 108,712 $2.9M
15 TCFG Investment Advisors, LLC 0.20% 20,295 $545K
16 Tcfg Wealth Management, LLC 0.20% 20,295 $545K
17 Harvest Investment Services, LLC 0.17% 35,568 $955K
18 DHJJ Financial Advisors, Ltd. 0.16% 18,457 $496K
19 Geneos Wealth Management Inc. 0.14% 220,599 $5.9M
20 Novem Group 0.10% 33,166 $891K
21 Onyx Bridge Wealth Group LLC 0.09% 29,977 $805K
22 Gateway Wealth Partners, LLC 0.06% 61,226 $1.6M
23 Jaffetilchin Investment Partners, LLC 0.06% 37,452 $1.0M
24 SageGuard Financial Group, LLC 0.06% 14,350 $385K
25 Pinnacle Financial Partners, Inc. 0.05% 258,455 $6.9M
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 (BUFG)

What does the Smart Money Trend signal show for BUFG?

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

More sellers than buyers — 48% buying: Last quarter: 40 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BUFG holders?

Strong quality — 22% AUM from major funds: 5 of 86 holders rank in the top 100 by AUM, accounting for 22% 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 BUFG?

52% of holders stayed for 2+ years: 45 out of 86 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.

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

As of today, BUFG has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), BUFG has gained +9.1% vs +13.9% 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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