BUFY Hedge Fund Ownership (Q2 2026)

First Tr Exchng Traded Fd VI (BUFY)

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

Smart Money Signals — BUFY

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added BUFY 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

61 hedge funds hold BUFY right now — the highest count in 2.0 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 — +239% more funds vs a year ago

fund count last 6Q

+43 new funds entered over the past year (+239% 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 — 78% buying

46 buying13 selling

Last quarter: 46 funds were net buyers (11 opened a brand new position + 35 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 11 → 12 → 17 → 11. 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.

🔄

Mostly new holders — 59% entered in last year

■ 0% conviction (2yr+) ■ 41% medium ■ 59% 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.

💰

Value +83% but shares only +65% — price-driven

Value

+83%

+65%

Last quarter: the total dollar value of institutional holdings rose +83%, but actual share count only changed +65%. 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

11 → 11 → 12 → 17 → 11 new funds/Q

New funds entering each quarter: 11 → 12 → 17 → 11. A growing number of institutions are discovering BUFY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 85% of holders entered in last year

■ 0% veterans ■ 15% 1-2yr ■ 85% new

Of 61 current holders: 52 (85%) 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 — 14% AUM from top-100

14% from top-100 AUM funds

3 of 61 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.5

out of 10

Moderate Exit Risk

Exit risk score 6.5/10 — 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	61	54	12.96%
13F Shares	6M	3M	65.17%
Total Value	$113M	$62M	82.98%
New Positions	11	17	-6
Increased Positions	35	25	+10
Closed Positions	4	1	+3
Reduced Positions	9	9	-
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

12.96%

13F Shares

65.17%

Total Value

$113M

$62M

82.98%

New Positions

-6

Increased Positions

+10

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

61 + investors

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

QUARTER:

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

Top 25 BUFY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prasad Wealth Partners, LLC	3.60%	639,436	$15.0M
2	Vima LLC	1.58%	69,046	$1.6M
3	Opus Financial Solutions LLC	1.45%	76,982	$1.8M
4	Keystone Wealth Services, LLC	0.37%	84,996	$2.0M
5	Winnacle Wealth LLC	0.33%	20,443	$479K
6	Arlington Capital Management, Inc.	0.29%	19,969	$467K
7	Capasso Planning Partners LLC	0.27%	22,820	$534K
8	Chris Bulman Inc	0.18%	21,185	$496K
9	AssuredPartners Investment Advisors, LLC	0.17%	75,643	$1.8M
10	DHJJ Financial Advisors, Ltd.	0.16%	24,226	$567K
11	Legacy Capital Wealth Partners, LLC	0.12%	26,675	$624K
12	National Wealth Management Group, LLC	0.10%	13,451	$315K
13	Simplicity Wealth,LLC	0.09%	115,817	$2.7M
14	IMG Wealth Management, Inc.	0.08%	6,410	$150K
15	Lunt Capital Management, Inc.	0.08%	9,620	$225K
16	MBE Wealth Management, LLC	0.08%	9,582	$224K
17	Claro Advisors Inc.	0.06%	25,638	$600K
18	Visionary Wealth Advisors	0.06%	65,250	$1.5M
19	McKinley Carter Wealth Services, Inc.	0.06%	48,951	$1.1M
20	Fsb Premier Wealth Management, INC.	0.06%	8,794	$206K
21	Mcdonald Partners LLC	0.06%	9,860	$231K
22	Advisory Services Network, LLC	0.04%	160,754	$3.8M
23	Independent Financial Group, LLC	0.04%	89,112	$2.1M
24	Kovack Advisors, Inc.	0.03%	28,459	$664K
25	Tradition Wealth Management, LLC	0.03%	18,397	$431K

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 (BUFY)

What does the Smart Money Trend signal show for BUFY?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BUFY 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 BUFY?

More buyers than sellers — 78% buying: Last quarter: 46 funds were net buyers (11 opened a brand new position + 35 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFY holders?

Smaller funds dominant — 14% AUM from top-100: 3 of 61 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BUFY?

Mostly new holders — 59% 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 (BUFY)

Smart Money Signals — BUFY

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +239% more funds vs a year ago

More buyers than sellers — 78% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 59% entered in last year

Value +83% but shares only +65% — price-driven

Growing discovery — still being found

Early stage — 85% of holders entered in last year

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — BUFY

Hedge Fund Ownership: BUFY

Market Analysis: BUFY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUFY

Hedge Fund Positioning: BUFY

Statistics: BUFY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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