Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FICS)

69 + Investors. Track Smart Money conviction in FICS. 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
↑ +3
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — FICS

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FICS 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
69 hedge funds hold FICS 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

39 buying27 selling
Last quarter: 39 funds bought or added vs 27 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 11 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

42% conviction (2yr+) 42% medium 16% new
29 out of 69 hedge funds have held FICS 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.
📊

Peak discovery — momentum slowing

8 → 11 → 11 → 7 → 11 new funds/Q
New funds entering each quarter: 11 → 11 → 7 → 11. FICS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 41% veterans vs 29% newcomers

41% veterans 30% 1-2yr 29% new
Entry-cohort mix of 69 holders: 28 (41%) are 2+ year veterans, 21 entered 1–2 years ago, and 20 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
11 of 69 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — FICS

In 2026 Q2, 39 hedge funds were net buyers of FICS (11 opened a new position, 28 added to an existing one), while 27 reduced or exited (19 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 33% of total institutional value in FICS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: FICS

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

Market Analysis: FICS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FICS

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: FICS
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 66 4.55%
13F Shares 4M 4M -9.25%
Total Value $145M $149M -2.94%
New Positions 11 7 +4
Increased Positions 28 28 -
Closed Positions 8 9 -1
Reduced Positions 19 21 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FICS

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Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:
Top 25 FICS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key FInancial Inc 1.70% 248,600 $10.4M
2 Chris Bulman Inc 1.62% 105,914 $4.4M
3 Northbridge Financial Group, LLC 0.87% 54,266 $2.3M
4 Golden State Wealth Management, LLC 0.54% 141,235 $5.9M
5 Centennial Wealth Advisory LLC 0.29% 32,064 $1.3M
6 DHJJ Financial Advisors, Ltd. 0.29% 23,970 $1.0M
7 Columbia Advisory Partners LLC 0.15% 6,351 $265K
8 Drive Wealth Management, LLC 0.14% 19,362 $809K
9 Cary Street Partners Financial LLC 0.08% 87,417 $3.7M
10 Moors & Cabot, Inc. 0.06% 33,888 $1.4M
11 Gateway Wealth Partners, LLC 0.05% 19,354 $809K
12 Brookstone Capital Management 0.04% 103,014 $4.3M
13 Harbour Investments, INC. 0.03% 52,879 $2.2M
14 Ameritas Investment Partners, Inc. 0.03% 26,676 $1.1M
15 Tucker Asset Management LLC 0.03% 2,508 $98K
16 Sovran Advisors, LLC 0.03% 9,235 $392K
17 MLG Wealth Management DBA Pine Grove Financial Group 0.03% 5,275 $212K
18 Founders Financial Securities LLC 0.03% 11,696 $489K
19 Barrett & Company, INC. 0.02% 2,000 $84K
20 Gladstone Institutional Advisory LLC 0.02% 15,549 $650K
21 Integrated Wealth Concepts LLC 0.02% 90,045 $3.8M
22 Summit Financial, LLC 0.02% 38,958 $1.6M
23 Kestra Private Wealth Services, LLC 0.02% 38,009 $1.6M
24 Cetera Investment Advisers 0.02% 451,655 $18.9M
25 International Assets Investment Management, LLC 0.02% 6,581 $274K
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 (FICS)

What does the Smart Money Trend signal show for FICS?

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

Slight buying edge — 59% buying: Last quarter: 39 funds bought or added vs 27 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 FICS holders?

Strong quality — 33% AUM from major funds: 11 of 69 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FICS?

42% of holders stayed for 2+ years: 29 out of 69 hedge funds have held FICS 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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