Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (BUFQ)

152 + 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
↑ +18
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — BUFQ

Based on 152 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 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
152 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

106 buying48 selling
Last quarter: 106 funds were net buyers (27 opened a brand new position + 79 added to an existing one). Only 48 were sellers (39 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new BUFQ position: 15 → 17 → 19 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 27% long-term, 30% new

■ 27% conviction (2yr+) ■ 43% medium ■ 30% new
Of the 152 current holders: 41 (27%) held >2 years, 66 held 1–2 years, and 45 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

31 → 15 → 17 → 19 → 27 new funds/Q
New funds entering each quarter: 15 → 17 → 19 → 27. A growing number of institutions are discovering BUFQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 18% veterans, 47% new entrants

■ 18% veterans ■ 34% 1-2yr ■ 47% new
Of 152 current holders: 28 (18%) held 2+ years, 52 held 1–2 years, 72 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
7 of 152 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 5 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BUFQ
2026 Q1 Stats Unlock in 13 days 152 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 152 134 13.43%
13F Shares 24M 25M -1.61%
Total Value $867M $857M 1.2%
New Positions 27 19 +8
Increased Positions 79 68 +11
Closed Positions 9 20 -11
Reduced Positions 39 42 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUFQ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

152 + investors

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

Top 25 institutional holders of BUFQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seros Financial, LLC 6.12% 272,124 $9.6M
2 Centennial Wealth Advisory LLC 4.42% 516,655 $18.2M
3 RiverTree Advisors, LLC 4.22% 188,585 $6.7M
4 Valtinson Bruner Financial Planning LLC 3.79% 390,643 $13.8M
5 FOCUS Wealth Advisors, LLC 2.89% 167,491 $5.9M
6 IAMS WEALTH MANAGEMENT, LLC 1.84% 149,275 $5.3M
7 Financial Guidance Group, Inc. 1.67% 117,411 $4.1M
8 Prism Advisors, Inc. 1.57% 166,188 $5.9M
9 Ergawealth Advisors, Inc. 1.43% 91,620 $3.2M
10 Catalyst Investment Management LLC 1.30% 31,156 $1.2M
11 Triton Wealth Management, PLLC 1.15% 87,432 $3.1M
12 Midwest Financial Group LLC 1.10% 72,932 $2.6M
13 WORLD EQUITY GROUP, INC. 1.05% 114,910 $4.1M
14 BLUEDOOR PRIVATE WEALTH, LLC 1.03% 62,680 $2.2M
15 SLT Holdings LLC 0.97% 40,807 $1.4M
16 Prasad Wealth Partners, LLC 0.79% 82,628 $2.9M
17 Richmond Investment Services, LLC 0.75% 130,904 $4.6M
18 Accel Wealth Management 0.73% 79,448 $2.8M
19 Optivise Advisory Services LLC 0.39% 18,081 $639K
20 Claris Financial LLC 0.37% 18,850 $657K
21 Golden State Wealth Management, LLC 0.33% 84,983 $3.0M
22 CREATIVE FINANCIAL DESIGNS INC /ADV 0.31% 143,445 $5.1M
23 Maridea Wealth Management LLC 0.30% 58,338 $2.1M
24 FLAGSHIP HARBOR ADVISORS, LLC 0.28% 181,361 $6.4M
25 Chris Bulman Inc 0.27% 17,699 $625K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 69% buying: Last quarter: 106 funds were net buyers (27 opened a brand new position + 79 added to an existing one). Only 48 were sellers (39 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFQ holders?

Strong quality — 39% AUM from major funds: 7 of 152 holders rank in the top 100 by AUM, accounting for 39% 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 BUFQ?

Mixed — 27% long-term, 30% new: Of the 152 current holders: 41 (27%) held >2 years, 66 held 1–2 years, and 45 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.

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.