Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (EIPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — EIPI

Based on 149 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 EIPI 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
149 hedge funds hold EIPI 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.
🟡

Slight buying edge — 59% buying

77 buying53 selling
Last quarter: 77 funds bought or added vs 53 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.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 16 → 18 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 26% entered in last year

■ 1% conviction (2yr+) ■ 72% medium ■ 26% new
Only 2 funds (1%) 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

11 → 20 → 16 → 18 → 23 new funds/Q
New funds entering each quarter: 20 → 16 → 18 → 23. A growing number of institutions are discovering EIPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 1% veterans, 34% new entrants

■ 1% veterans ■ 64% 1-2yr ■ 34% new
Of 149 current holders: 2 (1%) held 2+ years, 96 held 1–2 years, 51 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
13 of 149 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — EIPI

In 2026 Q1, 77 hedge funds were net buyers of EIPI (23 opened a new position, 54 added to an existing one), while 53 reduced or exited (42 trimmed, 11 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 37% of total institutional value in EIPI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 149.

Hedge Fund Ownership: EIPI

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

Market Analysis: EIPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EIPI

-- --

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

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

Signal Freshness measures how much EIPI 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 · 81d ago
EIPI
nan%
SPY
+15.1%

EIPI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
EIPI
nan%
SPY
+1.3%

Since the filing became public, EIPI outperformed SPY by nan% .

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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: EIPI
149 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 149 137 8.76%
13F Shares 17M 16M 7.27%
Total Value $372M $313M 18.57%
New Positions 23 18 +5
Increased Positions 54 45 +9
Closed Positions 11 14 -3
Reduced Positions 42 45 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EIPI

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Institutional Holders (2026 Q1)

149 + investors

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

QUARTER:
Top 25 EIPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paller Financial Services Inc 3.35% 179,962 $4.0M
2 Arvest Bank Trust Division 2.24% 1,830,850 $41.2M
3 Arvest Investments, INC. 1.89% 615,200 $13.8M
4 Coastal Bridge Advisors, LLC 1.61% 1,012,885 $22.8M
5 Retirement Planning Co of New England, Inc. 1.33% 145,299 $3.3M
6 Winebrenner Capital Management LLC 1.18% 81,659 $1.8M
7 OneAscent Family Office, LLC 0.80% 51,039 $1.1M
8 Z3 Capital Partners, LLC 0.75% 157,644 $3.1M
9 Legacy Financial Independent Advisors LLC 0.72% 61,316 $1.4M
10 Cambridge Advisors Inc. 0.64% 146,390 $3.3M
11 LongView Wealth Management 0.60% 106,599 $2.4M
12 Strait & Sound Wealth Management LLC 0.58% 69,699 $1.6M
13 Latash Investments, LLC 0.56% 32,168 $723K
14 Closed-End Fund Advisors, Inc. 0.42% 18,135 $408K
15 Nottingham Advisors, INC. 0.41% 140,217 $3.2M
16 Mystic Asset Management, Inc. 0.40% 76,302 $1.7M
17 WESPAC Advisors, LLC 0.37% 30,368 $683K
18 NWF Advisory Services Inc. 0.35% 137,939 $3.1M
19 Modern Wealth Management, LLC 0.31% 804,177 $17.9M
20 Fairman Group, LLC 0.30% 15,709 $353K
21 Financial Network Wealth Advisors LLC 0.29% 12,785 $288K
22 Community Bank, N.A. 0.27% 100,000 $2.2M
23 Stegent Equity Advisors, Inc. 0.21% 10,906 $245K
24 Altfest L J & Co Inc 0.17% 71,300 $1.6M
25 Armor Investment Advisors, LLC 0.16% 20,336 $457K
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 (EIPI)

What does the Smart Money Trend signal show for EIPI?

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

Slight buying edge — 59% buying: Last quarter: 77 funds bought or added vs 53 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 EIPI holders?

Strong quality — 37% AUM from major funds: 13 of 149 holders rank in the top 100 by AUM, accounting for 37% 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 EIPI?

Mostly new holders — 26% entered in last year: Only 2 funds (1%) 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.

Is it too late to buy First Tr Exchng Traded Fd VI (EIPI) following the 2026 Q1 hedge fund 13F filings?

As of today, EIPI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), EIPI has gained nan% vs +15.1% 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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