Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (BUFQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — BUFQ

Based on 169 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BUFQ 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
169 hedge funds hold BUFQ 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 — +26% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+26% 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

97 buying68 selling
Last quarter: 97 funds bought or added vs 68 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.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 20 → 28 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 31% new

■ 28% conviction (2yr+) ■ 41% medium ■ 31% new
Of the 169 current holders: 47 (28%) held >2 years, 69 held 1–2 years, and 53 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

15 → 17 → 20 → 28 → 25 new funds/Q
New funds entering each quarter: 17 → 20 → 28 → 25. A growing number of institutions are discovering BUFQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 28% veterans, 41% new entrants

■ 28% veterans ■ 31% 1-2yr ■ 41% new
Of 169 current holders: 47 (28%) held 2+ years, 52 held 1–2 years, 70 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
6 of 169 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BUFQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — BUFQ

In 2026 Q1, 97 hedge funds were net buyers of BUFQ (25 opened a new position, 72 added to an existing one), while 68 reduced or exited (55 trimmed, 13 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in BUFQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 169.

Hedge Fund Ownership: BUFQ

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

Market Analysis: BUFQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUFQ

-- --

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

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

Signal Freshness measures how much BUFQ 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 · 86d ago
BUFQ
+9.7%
SPY
+13.0%

BUFQ outperformed SPY by -3.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
BUFQ
-0.1%
SPY
-0.5%

Since the filing became public, BUFQ outperformed SPY by +0.4% .

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.

5 top-rated funds 7 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BUFQ
167 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 167 157 6.37%
13F Shares 27M 24M 8.52%
Total Value $885M $874M 1.23%
New Positions 25 28 -3
Increased Positions 71 83 -12
Closed Positions 15 9 +6
Reduced Positions 54 39 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUFQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

167 + investors

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

QUARTER:
Top 25 BUFQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMG Wealth Management, Inc. 6.47% 287,580 $10.2M
2 Seros Financial, LLC 6.12% 272,124 $9.6M
3 Centennial Wealth Advisory LLC 4.42% 516,655 $18.2M
4 RiverTree Advisors, LLC 4.22% 188,585 $6.7M
5 Valtinson Bruner Financial Planning LLC 3.79% 390,643 $13.8M
6 Pitti Group Wealth Management, LLC 3.18% 110,923 $3.9M
7 FOCUS Wealth Advisors, LLC 2.89% 167,491 $5.9M
8 Legacy Wealth Managment, LLC/ID 2.83% 161,426 $5.7M
9 Mpwm Advisory Solutions, LLC 2.73% 145,752 $5.1M
10 Goldenstone Wealth Management LLC 2.24% 86,997 $3.1M
11 Concorde Asset Management, LLC 2.18% 126,035 $4.5M
12 Iams Wealth Management, LLC 1.84% 149,275 $5.3M
13 Financial Guidance Group, Inc. 1.67% 117,411 $4.1M
14 Prism Advisors, Inc. 1.57% 166,188 $5.9M
15 Benson Wealth Management INC 1.51% 31,291 $1.1M
16 Ergawealth Advisors, Inc. 1.43% 91,620 $3.2M
17 Rubicon Advisors, GP 1.32% 43,016 $1.5M
18 Catalyst Investment Management LLC 1.30% 31,156 $1.2M
19 Ipsen Advisor Group LLC 1.18% 47,788 $1.7M
20 Triton Wealth Management, PLLC 1.15% 87,432 $3.1M
21 Midwest Financial Group LLC 1.10% 72,932 $2.6M
22 World Equity Group, INC. 1.05% 114,910 $4.1M
23 Bluedoor Private Wealth, LLC 1.03% 62,680 $2.2M
24 SLT Holdings LLC 0.97% 40,807 $1.4M
25 Twin Peaks Wealth Advisors, LLC 0.92% 103,806 $3.7M
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 (BUFQ)

What does the Smart Money Trend signal show for BUFQ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BUFQ 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 BUFQ?

Slight buying edge — 59% buying: Last quarter: 97 funds bought or added vs 68 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 BUFQ holders?

Elite ownership — 43% AUM from top-100 funds: 6 of 169 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in BUFQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BUFQ?

Mixed — 28% long-term, 31% new: Of the 169 current holders: 47 (28%) held >2 years, 69 held 1–2 years, and 53 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, BUFQ has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), BUFQ has gained +9.7% vs +13.0% 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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