BUFH Hedge Fund Ownership (Q1 2026)

First Tr Exchng Traded Fd VI (BUFH)

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

Smart Money Signals — BUFH

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added BUFH 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

18 hedge funds hold BUFH right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 80% buying

16 buying4 selling

Last quarter: 16 funds were net buyers (9 opened a brand new position + 7 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~9 new funds/quarter

5 → 8 → 9 new funds/Q

New funds entering each quarter: 5 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 18 current holders: 18 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

3 of 18 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.5

out of 10

High Exit Risk

Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	18	12	50.0%
13F Shares	1M	453K	172.49%
Total Value	$25M	$9M	166.62%
New Positions	9	8	+1
Increased Positions	7	2	+5
Closed Positions	3	2	+1
Reduced Positions	1	2	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

50.0%

13F Shares

453K

172.49%

Total Value

$25M

$9M

166.62%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

18 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 21 BUFH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Macro Advisors, Inc.	2.64%	387,003	$8.3M
2	Precedent Wealth Partners, LLC	1.15%	323,253	$6.9M
3	Encompass More Asset Management	0.12%	38,982	$835K
4	Claro Advisors Inc.	0.10%	43,627	$934K
5	Endeavor Private Wealth, INC.	0.09%	16,600	$355K
6	Western Wealth Management, LLC	0.06%	91,594	$2.0M
7	Pallas Capital Advisors LLC	0.02%	32,643	$699K
8	Independent Financial Group, LLC	0.01%	26,455	$566K
9	IFG Advisory, LLC	0.01%	7,385	$158K
10	Kestra Advisory Services, LLC	0.00%	14,211	$304K
11	Cetera Investment Advisers	0.00%	43,896	$940K
12	NewEdge Advisors, LLC	0.00%	13,235	$283K
13	Mariner, LLC	0.00%	24,900	$533K
14	Integrated Wealth Concepts LLC	0.00%	4,381	$94K
15	Wealth Enhancement Advisory Services, LLC	0.00%	12,445	$267K
16	Commonwealth Equity Services, LLC	0.00%	10,037	$215K
17	Envestnet Asset Management Inc	0.00%	31,755	$680K
18	Harbour Investments, INC.	0.00%	430	$9K
19	Osaic Holdings, INC.	0.00%	3,917	$84K
20	Susquehanna International Group, LLP	0.00%	30,489	$653K
21	UBS Group AG	0.00%	372	$8K

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 (BUFH)

What does the Smart Money Trend signal show for BUFH?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BUFH 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 BUFH?

More buyers than sellers — 80% buying: Last quarter: 16 funds were net buyers (9 opened a brand new position + 7 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFH holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 18 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BUFH?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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First Tr Exchng Traded Fd VI (BUFH)

Smart Money Signals — BUFH

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 80% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 100% entered in last year

Steady discovery — ~9 new funds/quarter

Early stage — 100% of holders entered in last year

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — BUFH

Hedge Fund Ownership: BUFH

Market Analysis: BUFH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUFH

Hedge Fund Positioning: BUFH

Statistics: BUFH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (BUFH)

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