BUFQ Hedge Fund Ownership (Q2 2026)

First Tr Exchng Traded Fd VI (BUFQ)

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

Smart Money Signals — BUFQ

Based on 185 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

185 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 — +33% more funds vs a year ago

fund count last 6Q

+46 new funds entered over the past year (+33% 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.

🟢

More buyers than sellers — 68% buying

127 buying60 selling

Last quarter: 127 funds were net buyers (32 opened a brand new position + 95 added to an existing one). Only 60 were sellers (44 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new BUFQ position: 20 → 29 → 25 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 29% long-term, 34% new

■ 29% conviction (2yr+) ■ 37% medium ■ 34% new

Of the 185 current holders: 54 (29%) held >2 years, 68 held 1–2 years, and 63 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.

💰

Value +32% but shares only +13% — price-driven

Value

+32%

+13%

Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

18 → 20 → 29 → 25 → 32 new funds/Q

New funds entering each quarter: 20 → 29 → 25 → 32. A growing number of institutions are discovering BUFQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 29% veterans, 44% new entrants

■ 29% veterans ■ 27% 1-2yr ■ 44% new

Of 185 current holders: 54 (29%) held 2+ years, 50 held 1–2 years, 81 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

6 of 185 holders are among the 100 largest funds by AUM, controlling 40% 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.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	183	169	8.28%
13F Shares	30M	27M	13.22%
Total Value	$1.18B	$891M	32.37%
New Positions	30	25	+5
Increased Positions	95	72	+23
Closed Positions	16	14	+2
Reduced Positions	44	55	-11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

183

169

8.28%

13F Shares

30M

27M

13.22%

Total Value

$1.18B

$891M

32.37%

New Positions

Increased Positions

+23

Closed Positions

Reduced Positions

-11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

183 + 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:

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

Top 25 BUFQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	IMG Wealth Management, Inc.	6.51%	297,371	$11.7M
2	Seros Financial, LLC	5.67%	277,068	$10.9M
3	Centennial Wealth Advisory LLC	4.95%	584,188	$22.9M
4	RiverTree Advisors, LLC	4.26%	183,487	$7.2M
5	Valtinson Bruner Financial Planning LLC	3.99%	405,747	$15.9M
6	Pitti Group Wealth Management, LLC	3.18%	111,014	$4.4M
7	Mpwm Advisory Solutions, LLC	2.85%	158,667	$6.2M
8	Legacy Wealth Managment, LLC/ID	2.76%	170,386	$6.7M
9	Sequent Planning LLC	2.75%	327,898	$12.9M
10	Macro Advisors, Inc.	2.69%	214,906	$8.4M
11	Goldenstone Wealth Management LLC	2.08%	81,056	$3.2M
12	Catalyst Investment Management LLC	1.98%	55,675	$2.2M
13	Iams Wealth Management, LLC	1.98%	167,711	$6.6M
14	Vima LLC	1.72%	44,916	$1.8M
15	Triton Wealth Management, PLLC	1.62%	136,111	$5.3M
16	Financial Guidance Group, Inc.	1.61%	109,791	$4.3M
17	Prism Advisors, Inc.	1.54%	161,091	$6.3M
18	Accel Wealth Management	1.38%	156,414	$6.1M
19	Ipsen Advisor Group LLC	1.33%	52,653	$2.1M
20	Bluedoor Private Wealth, LLC	1.33%	80,368	$3.2M
21	Rubicon Advisors, GP	1.29%	44,936	$1.8M
22	HFG Advisors, Inc.	1.20%	48,940	$1.9M
23	Ergawealth Advisors, Inc.	1.17%	76,640	$3.0M
24	Midwest Financial Group LLC	1.02%	74,091	$2.9M
25	World Equity Group, INC.	1.01%	114,741	$4.5M

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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 68% buying: Last quarter: 127 funds were net buyers (32 opened a brand new position + 95 added to an existing one). Only 60 were sellers (44 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFQ holders?

Elite ownership — 40% AUM from top-100 funds: 6 of 185 holders are among the 100 largest funds by AUM, controlling 40% 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 — 29% long-term, 34% new: Of the 185 current holders: 54 (29%) held >2 years, 68 held 1–2 years, and 63 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.

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First Tr Exchng Traded Fd VI (BUFQ)

Smart Money Signals — BUFQ

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 68% buying

More new buyers each quarter (+7 vs last Q)

Mixed — 29% long-term, 34% new

Value +32% but shares only +13% — price-driven

Growing discovery — still being found

Mixed cohorts — 29% veterans, 44% new entrants

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — BUFQ

Hedge Fund Ownership: BUFQ

Market Analysis: BUFQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUFQ

Hedge Fund Positioning: BUFQ

Statistics: BUFQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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