Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Traded Fd III (FEMB)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
4Q ▲
Buyers last Q
73%

Smart Money Signals — FEMB

Based on 102 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FEMB 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
102 hedge funds hold FEMB 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 — +92% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+92% 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 — 73% buying

75 buying28 selling
Last quarter: 75 funds were net buyers (24 opened a brand new position + 51 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 20 → 21 → 24. 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+) 21% medium 39% new
41 out of 102 hedge funds have held FEMB 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.
📈

Growing discovery — still being found

9 → 14 → 20 → 21 → 24 new funds/Q
New funds entering each quarter: 14 → 20 → 21 → 24. A growing number of institutions are discovering FEMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 47% of holders stayed 2+ years

47% veterans 10% 1-2yr 43% new
Of 102 current holders: 48 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
12 of 102 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FEMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — FEMB

In 2026 Q1, 75 hedge funds were net buyers of FEMB (24 opened a new position, 51 added to an existing one), while 28 reduced or exited (19 trimmed, 9 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in FEMB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 102.

Hedge Fund Ownership: FEMB

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

Market Analysis: FEMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FEMB

-- --

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

Is It Too Late to Buy First Tr Exch Traded Fd III (FEMB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FEMB 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 · 80d ago
FEMB
nan%
SPY
+13.9%

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

Since 13F Filing Date May 15, 2026 · 35d ago
FEMB
nan%
SPY
+0.2%

Since the filing became public, FEMB 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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: FEMB
101 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 101 87 16.09%
13F Shares 8M 6M 35.03%
Total Value $231M $186M 24.25%
New Positions 24 21 +3
Increased Positions 51 38 +13
Closed Positions 10 7 +3
Reduced Positions 18 21 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FEMB

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

101 + investors

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

QUARTER:
Top 25 FEMB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Square Financial Group, LLC 1.55% 7,123 $205K
2 Marshall Financial Group, LLC 1.44% 312,185 $9.0M
3 Endowment Wealth Management, Inc. 1.00% 78,913 $2.3M
4 Iams Wealth Management, LLC 0.80% 79,583 $2.3M
5 Cottonwood Capital Advisors, LLC 0.58% 28,416 $817K
6 Elequin Capital, LP 0.56% 153,638 $6.7M
7 Csenge Advisory Group 0.52% 392,454 $11.3M
8 Rareview Capital LLC 0.45% 26,688 $771K
9 Rubicon Advisors, GP 0.26% 10,326 $297K
10 BAM Wealth Management, LLC 0.24% 11,370 $327K
11 Wagner Wealth Management, Corp 0.22% 8,549 $246K
12 Milestones Private Investment Advisors LLC 0.20% 8,011 $230K
13 Walkner Condon Financial Advisors LLC 0.18% 47,453 $1.4M
14 Dunhill Financial, LLC 0.15% 21,794 $626K
15 InTrack Investment Management Inc 0.12% 7,333 $211K
16 Realta Investment Advisors 0.11% 10,818 $311K
17 Redhawk Wealth Advisors, Inc. 0.11% 33,323 $958K
18 Hbw Advisory Services LLC 0.09% 30,877 $887K
19 Concurrent Investment Advisors, LLC 0.08% 271,554 $7.8M
20 NewEdge Advisors, LLC 0.08% 28,949 $1.7M
21 Balefire, LLC 0.07% 13,691 $393K
22 Independent Advisor Alliance 0.07% 229,001 $6.6M
23 Wagner Wealth Management, LLC 0.07% 11,716 $337K
24 KKM Financial LLC 0.06% 11,656 $347K
25 Avior Wealth Management, LLC 0.06% 71,216 $2.0M
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 Exch Traded Fd III (FEMB)

What does the Smart Money Trend signal show for FEMB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FEMB 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 FEMB?

More buyers than sellers — 73% buying: Last quarter: 75 funds were net buyers (24 opened a brand new position + 51 added to an existing one). Only 28 were sellers (19 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FEMB holders?

Elite ownership — 56% AUM from top-100 funds: 12 of 102 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FEMB. 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 FEMB?

40% of holders stayed for 2+ years: 41 out of 102 hedge funds have held FEMB 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 Exch Traded Fd III (FEMB) following the 2026 Q1 hedge fund 13F filings?

As of today, FEMB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FEMB has gained nan% vs +13.9% 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.

Full history →