Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Trd Alphdx Fd (FEUZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — FEUZ

Based on 39 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added FEUZ 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
39 hedge funds hold FEUZ 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 — +105% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+105% 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.
🟡

Slight buying edge — 59% buying

22 buying15 selling
Last quarter: 22 funds bought or added vs 15 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 6 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 41% new

■ 36% conviction (2yr+) ■ 23% medium ■ 41% new
Of the 39 current holders: 14 (36%) held >2 years, 9 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~9 new funds/quarter

3 → 8 → 6 → 10 → 9 new funds/Q
New funds entering each quarter: 8 → 6 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 51% newcomers

■ 41% veterans ■ 8% 1-2yr ■ 51% new
Entry-cohort mix of 39 holders: 16 (41%) are 2+ year veterans, 3 entered 1–2 years ago, and 20 (51%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
10 of 39 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in FEUZ. 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 — FEUZ

In 2026 Q1, 22 hedge funds were net buyers of FEUZ (9 opened a new position, 13 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in FEUZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: FEUZ

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

Market Analysis: FEUZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FEUZ

-- --

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

Is It Too Late to Buy First Tr Exch Trd Alphdx Fd (FEUZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FEUZ 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 · 82d ago
FEUZ
+9.3%
SPY
+15.1%

FEUZ outperformed SPY by -5.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
FEUZ
+1.3%
SPY
+1.3%

Since the filing became public, FEUZ outperformed SPY by +0.0% .

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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: FEUZ
39 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 39 35 11.43%
13F Shares 2M 1M 61.79%
Total Value $130M $79M 63.37%
New Positions 9 10 -1
Increased Positions 13 9 +4
Closed Positions 5 5 -
Reduced Positions 10 9 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FEUZ

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

39 + investors

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

QUARTER:
Top 25 FEUZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HWG Holdings LP 5.57% 344,022 $21.4M
2 Warner Group LLC 2.55% 62,767 $3.9M
3 Hyposwiss Advisors SA 0.31% 5,085 $317K
4 Brasada Capital Management, LP 0.28% 23,600 $1.5M
5 Genesee Capital Advisors, LLC 0.24% 9,161 $570K
6 Transamerica Financial Advisors, LLC 0.06% 11,385 $709K
7 Daymark Wealth Partners, LLC 0.05% 28,026 $1.7M
8 Advisory Services Network, LLC 0.05% 58,027 $3.6M
9 First Trust Advisors LP 0.04% 937,185 $58.4M
10 &Partners 0.04% 122,323 $7.6M
11 Rathbones Group PLC 0.03% 112,758 $7.0M
12 Dunhill Financial, LLC 0.01% 985 $61K
13 Steward Partners Investment Advisory, LLC 0.01% 39,241 $2.4M
14 Montag A & Associates Inc 0.01% 3,214 $200K
15 Annis Gardner Whiting Capital Advisors, LLC 0.00% 307 $19K
16 Golden State Wealth Management, LLC 0.00% 320 $20K
17 Sound Income Strategies, LLC 0.00% 630 $40K
18 Kestra Advisory Services, LLC 0.00% 5,156 $321K
19 IFP Advisors, Inc 0.00% 879 $55K
20 Osaic Holdings, INC. 0.00% 12,173 $758K
21 Lido Advisors, LLC 0.00% 4,265 $266K
22 Hrt Financial LP 0.00% 4,023 $250K
23 Citadel Advisors LLC 0.00% 58,257 $3.6M
24 LPL Financial LLC 0.00% 28,233 $1.8M
25 Morgan Stanley 0.00% 106,406 $6.6M
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 Trd Alphdx Fd (FEUZ)

What does the Smart Money Trend signal show for FEUZ?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added FEUZ 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 FEUZ?

Slight buying edge — 59% buying: Last quarter: 22 funds bought or added vs 15 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 FEUZ holders?

Elite ownership — 58% AUM from top-100 funds: 10 of 39 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in FEUZ. 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 FEUZ?

Mixed — 36% long-term, 41% new: Of the 39 current holders: 14 (36%) held >2 years, 9 held 1–2 years, and 16 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy First Tr Exch Trd Alphdx Fd (FEUZ) following the 2026 Q1 hedge fund 13F filings?

As of today, FEUZ has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), FEUZ has gained +9.3% 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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