Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FIIG)

124 + Investors. Track Smart Money conviction in FIIG. 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
↑ +11
Streak
2Q ▲
Buyers last Q
72%

Smart Money Signals — FIIG

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FIIG 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
124 hedge funds hold FIIG 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 — +23% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+23% 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 — 72% buying

93 buying37 selling
Last quarter: 93 funds were net buyers (24 opened a brand new position + 69 added to an existing one). Only 37 were sellers (24 trimmed + 13 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 → 16 → 21 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 30% entered in last year

22% conviction (2yr+) 48% medium 30% new
Only 27 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

17 → 14 → 16 → 21 → 24 new funds/Q
New funds entering each quarter: 14 → 16 → 21 → 24. A growing number of institutions are discovering FIIG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 12% veterans, 39% new entrants

12% veterans 49% 1-2yr 39% new
Of 124 current holders: 15 (12%) held 2+ years, 61 held 1–2 years, 48 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
9 of 124 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FIIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — FIIG

In 2026 Q1, 93 hedge funds were net buyers of FIIG (24 opened a new position, 69 added to an existing one), while 37 reduced or exited (24 trimmed, 13 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in FIIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 124.

Hedge Fund Ownership: FIIG

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

Market Analysis: FIIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIIG

-- --

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

Is It Too Late to Buy First Tr Exchange-Traded Fd (FIIG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FIIG 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 · 81d ago
FIIG
nan%
SPY
+15.1%

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

Since 13F Filing Date May 15, 2026 · 36d ago
FIIG
nan%
SPY
+1.3%

Since the filing became public, FIIG 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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: FIIG
124 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 124 113 9.73%
13F Shares 26M 24M 6.77%
Total Value $510M $508M 0.26%
New Positions 24 21 +3
Increased Positions 69 54 +15
Closed Positions 13 11 +2
Reduced Positions 24 29 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIIG

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Institutional Holders (2026 Q1)

124 + investors

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

QUARTER:
Top 25 FIIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Manchester Financial Inc 4.25% 1,068,062 $22.2M
2 TCP Asset Management, LLC 3.73% 1,397,278 $29.0M
3 Mach-1 Financial Group, LLC 2.63% 360,331 $7.5M
4 Owen LaRue, LLC 2.31% 290,546 $6.0M
5 Per Stirling Capital Management, LLC. 2.02% 880,325 $18.3M
6 Pacific Excel Wealth Advisors, Inc. 1.43% 65,437 $1.4M
7 Sequent Planning LLC 0.88% 175,186 $3.6M
8 Fsb Premier Wealth Management, INC. 0.72% 111,209 $2.3M
9 Twin Peaks Wealth Advisors, LLC 0.69% 132,222 $2.7M
10 Rehmann Capital Advisory Group 0.53% 489,871 $10.2M
11 Iams Wealth Management, LLC 0.49% 67,527 $1.4M
12 Winebrenner Capital Management LLC 0.48% 36,307 $753K
13 BAM Wealth Management, LLC 0.47% 30,453 $632K
14 Omnitrust Wealth Management, Inc 0.41% 15,228 $316K
15 Pinnacle Family Advisors, LLC 0.30% 30,532 $634K
16 Csenge Advisory Group 0.23% 237,188 $4.9M
17 Milestones Private Investment Advisors LLC 0.21% 11,568 $240K
18 Stephens Inc /Ar/ 0.20% 761,660 $15.8M
19 BlueChip Wealth Advisors LLC 0.19% 21,289 $442K
20 Harvest Investment Services, LLC 0.14% 35,926 $745K
21 Gateway Wealth Partners, LLC 0.14% 167,614 $3.5M
22 Avior Wealth Management, LLC 0.11% 180,401 $3.7M
23 Barrett & Company, INC. 0.10% 14,332 $297K
24 Impact Partnership Wealth, LLC 0.10% 38,465 $798K
25 Keystone Wealth Services, LLC 0.09% 21,000 $436K
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 (FIIG)

What does the Smart Money Trend signal show for FIIG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FIIG 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 FIIG?

More buyers than sellers — 72% buying: Last quarter: 93 funds were net buyers (24 opened a brand new position + 69 added to an existing one). Only 37 were sellers (24 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FIIG holders?

Elite ownership — 41% AUM from top-100 funds: 9 of 124 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FIIG. 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 FIIG?

Mostly new holders — 30% entered in last year: Only 27 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy First Tr Exchange-Traded Fd (FIIG) following the 2026 Q1 hedge fund 13F filings?

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