Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (BUFZ)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
3Q ▲
Buyers last Q
68%

Smart Money Signals — BUFZ

Based on 142 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 BUFZ 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
142 hedge funds hold BUFZ 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 — +46% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+46% 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

91 buying43 selling
Last quarter: 91 funds were net buyers (33 opened a brand new position + 58 added to an existing one). Only 43 were sellers (30 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new BUFZ position: 12 → 29 → 15 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 38% entered in last year

■ 15% conviction (2yr+) ■ 46% medium ■ 38% new
Only 22 funds (15%) 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.
📈

Growing discovery — still being found

19 → 12 → 29 → 15 → 33 new funds/Q
New funds entering each quarter: 12 → 29 → 15 → 33. A growing number of institutions are discovering BUFZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 9% veterans, 46% new entrants

■ 9% veterans ■ 44% 1-2yr ■ 46% new
Of 142 current holders: 13 (9%) held 2+ years, 63 held 1–2 years, 66 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
9 of 142 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Institutional Sentiment Summary — BUFZ

In 2026 Q2, 91 hedge funds were net buyers of BUFZ (33 opened a new position, 58 added to an existing one), while 43 reduced or exited (30 trimmed, 13 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in BUFZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 142.

Hedge Fund Ownership: BUFZ

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

Market Analysis: BUFZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUFZ

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: BUFZ
140 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 140 122 14.75%
13F Shares 30M 27M 12.63%
Total Value $798M $690M 15.76%
New Positions 31 15 +16
Increased Positions 58 54 +4
Closed Positions 13 12 +1
Reduced Positions 30 29 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUFZ

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Institutional Holders (2026 Q2)

140 + investors

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

QUARTER:
Top 25 BUFZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forge Financial Services LLC 10.24% 4,256,825 $118.9M
2 Rise Advisors, LLC 5.55% 706,069 $19.7M
3 Bullseye Investment Management, LLC 3.97% 289,497 $8.1M
4 Goldenstone Wealth Management LLC 2.77% 151,750 $4.2M
5 Richmond Investment Services, LLC 1.51% 170,429 $4.8M
6 Arq Wealth Advisors, LLC 1.48% 425,045 $11.9M
7 Jacobi Capital Management LLC 1.29% 943,844 $26.4M
8 BOS Asset Management, LLC 1.23% 189,273 $5.3M
9 Wolff Wiese Magana LLC 1.08% 83,946 $2.3M
10 Pinnacle Wealth Management Group, Inc. 0.69% 52,807 $1.5M
11 Comprehensive Financial Consultants Institutional, Inc. 0.67% 91,357 $2.6M
12 Mayfair Advisory Group, LLC 0.62% 73,642 $2.1M
13 Winebrenner Capital Management LLC 0.59% 34,670 $968K
14 Ergawealth Advisors, Inc. 0.57% 52,346 $1.5M
15 Prosperity Financial Group, Inc. 0.55% 63,174 $1.8M
16 Atlas Private Wealth Advisors 0.46% 74,601 $2.1M
17 Tounjian Advisory Partners, LLC 0.40% 33,611 $939K
18 Paragon Private Wealth Management, LLC 0.39% 53,247 $1.5M
19 Legacy Wealth Managment, LLC/ID 0.38% 33,361 $932K
20 Fsb Premier Wealth Management, INC. 0.36% 46,148 $1.3M
21 Nvest Financial, LLC 0.32% 36,298 $1.0M
22 McKinney Capital Management, LLC 0.30% 27,373 $765K
23 Arlington Capital Management, Inc. 0.30% 17,276 $483K
24 Geneos Wealth Management Inc. 0.28% 485,389 $13.6M
25 CreativeOne Wealth, LLC 0.26% 431,458 $12.1M
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 (BUFZ)

What does the Smart Money Trend signal show for BUFZ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BUFZ 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 BUFZ?

More buyers than sellers — 68% buying: Last quarter: 91 funds were net buyers (33 opened a brand new position + 58 added to an existing one). Only 43 were sellers (30 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFZ holders?

Strong quality — 21% AUM from major funds: 9 of 142 holders rank in the top 100 by AUM, accounting for 21% 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 BUFZ?

Mostly new holders — 38% entered in last year: Only 22 funds (15%) 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.

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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