Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FGD)

153 + Investors. Track Smart Money conviction in FGD. 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
↑ +10
Streak
5Q ▲
Buyers last Q
67%

Smart Money Signals — FGD

Based on 153 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added FGD 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
153 hedge funds hold FGD 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
+34 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 — 67% buying

91 buying45 selling
Last quarter: 91 funds were net buyers (19 opened a brand new position + 72 added to an existing one). Only 45 were sellers (36 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 16 → 21 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 25% medium 19% new
86 out of 153 hedge funds have held FGD 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.
💰

Value +35% but shares only +12% — price-driven

Value
+34%
Shares
+11%
Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +12%. 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

21 → 14 → 16 → 21 → 19 new funds/Q
New funds entering each quarter: 14 → 16 → 21 → 19. A growing number of institutions are discovering FGD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 15% 1-2yr 22% new
Of 153 current holders: 96 (63%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
14 of 153 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FGD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
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.

Hedge Fund Ownership: FGD

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

Market Analysis: FGD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FGD

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: FGD
2026 Q1 Stats Unlock in 15 days 153 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 153 143 6.99%
13F Shares 21M 19M 11.74%
Total Value $724M $536M 34.92%
New Positions 19 21 -2
Increased Positions 72 61 +11
Closed Positions 9 10 -1
Reduced Positions 36 35 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FGD

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

153 + investors

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

Top 25 institutional holders of FGD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FUKOKU MUTUAL LIFE INSURANCE CO 2.22% 1,063,000 $33.9M
2 Lynx Investment Advisory 2.03% 133,305 $4.3M
3 Owen LaRue, LLC 1.63% 133,088 $4.2M
4 Creekside Partners 1.61% 122,248 $3.9M
5 BELLEVUE ASSET MANAGEMENT, LLC 1.37% 85,457 $2.7M
6 Compass Financial Services Inc 1.35% 97,466 $3.1M
7 Trueblood Wealth Management, LLC 1.25% 100,398 $3.2M
8 Split Rock Private Trading & Wealth Management, LLC 1.13% 45,842 $1.5M
9 SMART Wealth LLC 1.05% 112,125 $3.6M
10 COTTONWOOD CAPITAL ADVISORS, LLC 0.90% 40,091 $1.3M
11 Twelve Points Wealth Management LLC 0.66% 93,315 $3.0M
12 WealthBridge Capital Management, LLC 0.63% 86,237 $2.8M
13 Hobart Private Capital, LLC 0.57% 90,480 $2.9M
14 PARK NATIONAL CORP /OH/ 0.53% 546,216 $17.4M
15 TCFG WEALTH MANAGEMENT, LLC 0.51% 43,014 $1.4M
16 Elevated Capital Advisors, LLC 0.33% 40,656 $1.3M
17 Centennial Advisors, LLC 0.27% 6,686 $213K
18 Intellectus Partners, LLC 0.18% 27,002 $862K
19 LifeWealth Investments, LLC 0.17% 18,178 $580K
20 DDFG, Inc 0.16% 23,701 $757K
21 Centerpoint Advisory Group 0.16% 6,516 $208K
22 B.O.S.S. Retirement Advisors, LLC 0.16% 16,069 $513K
23 RETIREMENT GUYS FORMULA LLC 0.14% 9,835 $314K
24 LEE JOHNSON CAPITAL MANAGEMENT, LLC 0.14% 12,471 $398K
25 Proactive Wealth Strategies LLC 0.13% 21,970 $701K
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 (FGD)

What does the Smart Money Trend signal show for FGD?

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

More buyers than sellers — 67% buying: Last quarter: 91 funds were net buyers (19 opened a brand new position + 72 added to an existing one). Only 45 were sellers (36 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FGD holders?

Elite ownership — 61% AUM from top-100 funds: 14 of 153 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FGD. 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 FGD?

56% of holders stayed for 2+ years: 86 out of 153 hedge funds have held FGD 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.

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.