Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (BUFR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — BUFR

Based on 504 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 BUFR 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
504 hedge funds hold BUFR 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 — +19% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

291 buying206 selling
Last quarter: 291 funds bought or added vs 206 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.
⚠️

Fewer new buyers each quarter (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 50 → 40 → 93 → 53. 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.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 34% medium ■ 24% new
212 out of 504 hedge funds have held BUFR 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.
🚀

Acceleration phase — new buyers rushing in

50 → 50 → 40 → 93 → 53 new funds/Q
New funds entering each quarter: 50 → 40 → 93 → 53. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 41% veterans vs 32% newcomers

■ 41% veterans ■ 27% 1-2yr ■ 32% new
Entry-cohort mix of 504 holders: 208 (41%) are 2+ year veterans, 134 entered 1–2 years ago, and 162 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
14 of 504 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — BUFR

In 2026 Q1, 291 hedge funds were net buyers of BUFR (53 opened a new position, 238 added to an existing one), while 206 reduced or exited (162 trimmed, 44 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 33% of total institutional value in BUFR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 504.

Hedge Fund Ownership: BUFR

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

Market Analysis: BUFR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUFR

-- --

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

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

Signal Freshness measures how much BUFR 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 · 84d ago
BUFR
+7.9%
SPY
+14.9%

BUFR outperformed SPY by -7.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
BUFR
+1.0%
SPY
+1.1%

Since the filing became public, BUFR outperformed SPY by -0.1% .

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.

13 top-rated funds 45 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: BUFR
494 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 494 495 -0.2%
13F Shares 216M 259M -16.67%
Total Value $7.05B $8.29B -14.9%
New Positions 52 93 -41
Increased Positions 233 218 +15
Closed Positions 53 22 +31
Reduced Positions 159 131 +28
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUFR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

494 + investors

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

QUARTER:
Top 25 BUFR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McKinney Capital Management, LLC 35.99% 1,240,917 $41.9M
2 Macro Advisors, Inc. 27.79% 1,993,551 $67.3M
3 IMG Wealth Management, Inc. 10.56% 490,399 $16.6M
4 Financial Network Wealth Advisors LLC 10.26% 296,963 $10.0M
5 Goldenstone Wealth Management LLC 10.14% 412,747 $13.9M
6 Holos Integrated Wealth LLC 10.09% 585,255 $19.9M
7 Cooper Capital Advisors LLC 9.93% 420,276 $14.2M
8 Hibernia Wealth Partners, LLC 9.88% 989,332 $33.4M
9 Symphony Financial Services, Inc. 8.52% 491,555 $16.6M
10 Solano Wealth Investment Advisors LLC 8.33% 495,059 $16.7M
11 Opus Financial Solutions LLC 8.09% 254,351 $8.6M
12 Capasso Planning Partners LLC 7.39% 405,423 $13.7M
13 PMG Wealth Management, Inc. 6.71% 275,552 $9.3M
14 Tower Wealth Partners, Inc. 6.71% 359,485 $12.1M
15 Milestone Asset Management, LLC 6.54% 1,049,887 $35.5M
16 Stewardship Concepts Financial Services LLC 6.13% 231,696 $7.8M
17 Valtinson Bruner Financial Planning LLC 5.77% 622,088 $21.0M
18 Seros Financial, LLC 5.59% 260,144 $8.8M
19 Rubicon Advisors, GP 5.43% 184,719 $6.2M
20 Frederick Financial Consultants, LLC 5.04% 300,188 $10.1M
21 Wiser Advisor Group LLC 4.74% 116,116 $3.9M
22 Ankerstar Wealth, LLC 4.58% 128,432 $4.3M
23 Andina Capital Management, LLC 4.36% 145,962 $4.9M
24 Split Rock Private Trading & Wealth Management, LLC 4.24% 162,108 $5.5M
25 RiverTree Advisors, LLC 4.16% 194,417 $6.6M
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 (BUFR)

What does the Smart Money Trend signal show for BUFR?

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

Slight buying edge — 59% buying: Last quarter: 291 funds bought or added vs 206 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 BUFR holders?

Strong quality — 33% AUM from major funds: 14 of 504 holders rank in the top 100 by AUM, accounting for 33% 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 BUFR?

42% of holders stayed for 2+ years: 212 out of 504 hedge funds have held BUFR 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 (BUFR) following the 2026 Q1 hedge fund 13F filings?

As of today, BUFR has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), BUFR has gained +7.9% vs +14.9% 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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