First Tr Exchange-Traded Fd (EIPX): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (EIPX) following the 2026 Q1 hedge fund 13F filings?

As of today, EIPX 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), EIPX 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.

First Tr Exchange-Traded Fd (EIPX)

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

Smart Money Signals — EIPX

Based on 49 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 EIPX 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

49 hedge funds hold EIPX 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 — +29% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+29% 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 — 69% buying

33 buying15 selling

Last quarter: 33 funds were net buyers (12 opened a brand new position + 21 added to an existing one). Only 15 were sellers (12 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 4 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 37% entered in last year

■ 22% conviction (2yr+) ■ 41% medium ■ 37% new

Only 11 funds (22%) 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 +26% but shares only +4% — price-driven

Value

+26%

+4%

Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +4%. 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

13 → 6 → 4 → 7 → 12 new funds/Q

New funds entering each quarter: 6 → 4 → 7 → 12. A growing number of institutions are discovering EIPX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 27% veterans, 49% new entrants

■ 27% veterans ■ 24% 1-2yr ■ 49% new

Of 49 current holders: 13 (27%) held 2+ years, 12 held 1–2 years, 24 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

9 of 49 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	49	40	22.5%
13F Shares	14M	14M	4.03%
Total Value	$460M	$365M	26.17%
New Positions	12	7	+5
Increased Positions	21	21	-
Closed Positions	3	1	+2
Reduced Positions	12	11	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

22.5%

13F Shares

14M

4.03%

Total Value

$460M

$365M

26.17%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

49 + investors

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

QUARTER:

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

Top 25 EIPX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cerity Partners OCIO LLC	4.57%	2,370,562	$76.2M
2	AlTi Global, Inc.	3.24%	4,637,146	$149.1M
3	Fiduciary Trust Co	1.92%	5,044,605	$162.2M
4	Marshall Investment Management, LLC	0.78%	50,583	$1.6M
5	Legacy Wealth Managment, LLC/ID	0.42%	26,021	$837K
6	Van Diest Capital, LLC	0.19%	7,532	$242K
7	Hbw Advisory Services LLC	0.17%	51,215	$1.6M
8	Elevation Point Wealth Partners, LLC	0.12%	161,129	$5.2M
9	Holos Integrated Wealth LLC	0.11%	6,570	$212K
10	CVA Family Office, LLC	0.07%	20,638	$664K
11	Arax Advisory Partners	0.06%	68,849	$2.2M
12	Vestmark Advisory Solutions, Inc.	0.06%	160,579	$5.2M
13	StoneX Group Inc.	0.04%	25,785	$829K
14	Eastern Bank	0.04%	78,778	$2.5M
15	Summit Trail Advisors, LLC	0.04%	88,414	$2.8M
16	SCS Capital Management LLC	0.03%	83,600	$2.7M
17	Inscription Capital, LLC	0.02%	6,800	$219K
18	Modern Wealth Management, LLC	0.02%	34,618	$1.1M
19	Sigma Planning Corp	0.01%	15,685	$504K
20	Integrated Wealth Concepts LLC	0.01%	40,279	$1.3M
21	Kestra Private Wealth Services, LLC	0.01%	25,058	$806K
22	Concurrent Investment Advisors, LLC	0.01%	27,532	$885K
23	Cwm, LLC	0.01%	109,930	$3.5M
24	OneDigital Investment Advisors LLC	0.01%	23,222	$747K
25	Stifel Financial Corp	0.01%	246,148	$7.9M

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 Exchange-Traded Fd (EIPX)

What does the Smart Money Trend signal show for EIPX?

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

More buyers than sellers — 69% buying: Last quarter: 33 funds were net buyers (12 opened a brand new position + 21 added to an existing one). Only 15 were sellers (12 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EIPX holders?

Smaller funds dominant — 4% AUM from top-100: 9 of 49 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EIPX?

Mostly new holders — 37% entered in last year: Only 11 funds (22%) 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 Exchange-Traded Fd (EIPX) following the 2026 Q1 hedge fund 13F filings?

As of today, EIPX 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), EIPX 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

First Tr Exchange-Traded Fd (EIPX)

Smart Money Signals — EIPX

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 37% entered in last year

Value +26% but shares only +4% — price-driven

Growing discovery — still being found

Mixed cohorts — 27% veterans, 49% new entrants

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — EIPX

Hedge Fund Ownership: EIPX

Market Analysis: EIPX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EIPX

Is It Too Late to Buy First Tr Exchange-Traded Fd (EIPX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EIPX

Statistics: EIPX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — First Tr Exchange-Traded Fd (EIPX)

Welcome to 13Foresight!