Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchange-Traded Fd (EKG)

5 + Investors. Track Smart Money conviction in EKG. 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
↑ +2
Streak
1Q ▲
Buyers last Q
75%

Smart Money Signals — EKG

Based on 5 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EKG 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.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
5 funds currently hold this stock — 83% of the 3.0-year high of 6 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EKG is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 75% buying

3 buying1 selling
Last quarter: 3 funds were net buyers (2 opened a brand new position + 1 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 1 → 1 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

40% conviction (2yr+) 20% medium 40% new
2 out of 5 hedge funds have held EKG 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.
💎

Buying through price weakness — shares +43%, value +22%

Value
+21%
Shares
+42%
Last quarter: funds added +43% more shares while total portfolio value only changed +22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

1 → 3 → 1 → 1 → 2 new funds/Q
New funds entering each quarter: 3 → 1 → 1 → 2. EKG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 60% of holders entered in last year

20% veterans 20% 1-2yr 60% new
Of 5 current holders: 3 (60%) entered in the past year, only 1 (20%) 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.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
2 of 5 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in EKG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — EKG

In 2026 Q1, 3 hedge funds were net buyers of EKG (2 opened a new position, 1 added to an existing one), while 1 reduced or exited (1 trimmed their position) — a 75% buyer ratio, indicating clear institutional accumulation. 65% of total institutional value in EKG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 5.

Hedge Fund Ownership: EKG

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

Market Analysis: EKG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EKG

-- --

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

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

Signal Freshness measures how much EKG 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 · 77d ago
EKG
+9.1%
SPY
+15.9%

EKG outperformed SPY by -6.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
EKG
+12.6%
SPY
+2.0%

Since the filing became public, EKG outperformed SPY by +10.6% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: EKG
5 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 5 3 66.67%
13F Shares 43K 30K 42.74%
Total Value $696K $571K 21.73%
New Positions 2 1 +1
Increased Positions 1 1 -
Closed Positions 0 2 -2
Reduced Positions 1 0 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EKG

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Financial Highlights

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Institutional Holders (2026 Q1)

5 + investors

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

QUARTER:
Top 5 EKG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AdvisorNet Financial, Inc 0.00% 2,654 $43K
2 Sound Income Strategies, LLC 0.00% 1,926 $31K
3 Mml Investors Services, LLC 0.00% 10,494 $170K
4 Citadel Advisors LLC 0.00% 27,377 $444K
5 UBS Group AG 0.00% 413 $7K
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 (EKG)

What does the Smart Money Trend signal show for EKG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EKG 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 EKG?

More buyers than sellers — 75% buying: Last quarter: 3 funds were net buyers (2 opened a brand new position + 1 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EKG holders?

Elite ownership — 65% AUM from top-100 funds: 2 of 5 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in EKG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EKG?

40% of holders stayed for 2+ years: 2 out of 5 hedge funds have held EKG 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 Exchange-Traded Fd (EKG) following the 2026 Q1 hedge fund 13F filings?

As of today, EKG has moved +12.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +10.6%. Since the quarter end (March 31, 2026), EKG has gained +9.1% vs +15.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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