Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Trd Alphdx Fd (FGM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — FGM

Based on 27 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 FGM 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
27 hedge funds hold FGM 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 — +69% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+69% 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 — 56% buying

15 buying12 selling
Last quarter: 15 funds bought or added vs 12 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 — ~6 new funds per quarter

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

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 19% medium ■ 33% new
13 out of 27 hedge funds have held FGM 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.
➡️

Steady discovery — ~6 new funds/quarter

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

Veteran-anchored — 48% veterans vs 41% newcomers

■ 48% veterans ■ 11% 1-2yr ■ 41% new
Entry-cohort mix of 27 holders: 13 (48%) are 2+ year veterans, 3 entered 1–2 years ago, and 11 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
7 of 27 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in FGM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — FGM

In 2026 Q1, 15 hedge funds were net buyers of FGM (6 opened a new position, 9 added to an existing one), while 12 reduced or exited (7 trimmed, 5 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 70% of total institutional value in FGM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: FGM

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

Market Analysis: FGM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FGM

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: FGM
2026 Q2 Stats Unlock in 1 days 27 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 27 26 3.85%
13F Shares 1M 1M 43.51%
Total Value $88M $64M 37.29%
New Positions 6 8 -2
Increased Positions 9 8 +1
Closed Positions 5 4 +1
Reduced Positions 7 8 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FGM

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 24 FGM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cottonwood Capital Advisors, LLC 0.78% 20,441 $1.3M
2 Unique Wealth Strategies, LLC 0.27% 11,243 $701K
3 Genesee Capital Advisors, LLC 0.18% 9,136 $580K
4 Bright Futures Wealth Management, LLC. 0.16% 3,912 $248K
5 Transamerica Financial Advisors, LLC 0.06% 10,682 $678K
6 Advisory Services Network, LLC 0.05% 66,562 $4.2M
7 First Trust Advisors LP 0.04% 1,040,078 $66.0M
8 &Partners 0.03% 122,858 $7.8M
9 Meitav Investment House Ltd 0.02% 52,000 $3.3M
10 Gts Securities LLC 0.01% 5,839 $371K
11 Golden State Wealth Management, LLC 0.01% 1,060 $67K
12 Waverly Advisors, LLC 0.00% 3,456 $219K
13 IFP Advisors, Inc 0.00% 608 $39K
14 Creative Financial Designs Inc /Adv 0.00% 203 $13K
15 Osaic Holdings, INC. 0.00% 5,812 $369K
16 Raymond James Financial Inc 0.00% 16,230 $1.0M
17 Cetera Investment Advisers 0.00% 3,893 $247K
18 Farther Finance Advisors, LLC 0.00% 319 $20K
19 Citadel Advisors LLC 0.00% 11,448 $727K
20 Morgan Stanley 0.00% 5,507 $350K
21 UBS Group AG 0.00% 1,059 $67K
22 Assetmark, Inc 0.00% 26 $2K
23 Fmr LLC 0.00% 123 $8K
24 Wells Fargo & Company/Mn 0.00% 14 —
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 (FGM)

What does the Smart Money Trend signal show for FGM?

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

Slight buying edge — 56% buying: Last quarter: 15 funds bought or added vs 12 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 FGM holders?

Elite ownership — 70% AUM from top-100 funds: 7 of 27 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in FGM. 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 FGM?

48% of holders stayed for 2+ years: 13 out of 27 hedge funds have held FGM 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.

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