Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FIW)

317 + Investors. Track Smart Money conviction in FIW. 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
↑ +16
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — FIW

Based on 320 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 FIW 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
320 hedge funds hold FIW 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 — +9% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

164 buying129 selling
Last quarter: 164 funds bought or added vs 129 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.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new FIW position: 26 → 49 → 21 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 21% medium 21% new
186 out of 320 hedge funds have held FIW 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 — ~46 new funds/quarter

29 → 26 → 49 → 21 → 46 new funds/Q
New funds entering each quarter: 26 → 49 → 21 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

61% veterans 15% 1-2yr 24% new
Entry-cohort mix of 321 holders: 196 (61%) are 2+ year veterans, 47 entered 1–2 years ago, and 78 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
21 of 318 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FIW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — FIW

In 2026 Q2, 164 hedge funds were net buyers of FIW (46 opened a new position, 118 added to an existing one), while 129 reduced or exited (99 trimmed, 30 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 49% of total institutional value in FIW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 320.

Hedge Fund Ownership: FIW

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

Market Analysis: FIW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIW

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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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: FIW
317 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 317 304 4.28%
13F Shares 9M 9M 3.62%
Total Value $906M $831M 9.03%
New Positions 45 21 +24
Increased Positions 117 134 -17
Closed Positions 30 24 +6
Reduced Positions 99 94 +5
Total Calls 2 1 100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: FIW

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Institutional Holders (2026 Q2)

317 + investors

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

QUARTER:
Top 25 FIW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainsail Financial Group, LLC 2.40% 64,382 $7.1M
2 Sacks & Associates, LLC 2.00% 27,204 $3.0M
3 Farrow Financial, Inc. 1.35% 23,072 $2.5M
4 Prism Advisors, Inc. 1.18% 44,480 $4.9M
5 William John Sempolinski 1.18% 26,594 $2.9M
6 BLVD Private Wealth, LLC 1.10% 13,476 $1.5M
7 Ipsen Advisor Group LLC 0.96% 13,631 $1.5M
8 LeClair Wealth Partners LLC 0.93% 16,360 $1.8M
9 Clearwater Capital Advisors, LLC 0.92% 114,751 $12.6M
10 Morey & Quinn Wealth Partners, LLC 0.87% 12,352 $1.4M
11 Stegent Equity Advisors, Inc. 0.77% 9,793 $1.1M
12 Corrado Advisors, LLC 0.76% 15,140 $1.7M
13 Raab & Moskowitz Asset Management LLC 0.73% 33,010 $3.6M
14 Arkansas Financial Group, INC. 0.64% 44,810 $4.9M
15 Financial Management, Inc. 0.61% 5,947 $646K
16 Stonebridge Financial Planning Group, LLC 0.60% 17,067 $1.9M
17 Van Diest Capital, LLC 0.57% 5,796 $635K
18 RFG - Bristol Wealth Advisors, LLC 0.53% 20,129 $2.2M
19 Davis Investment Partners, LLC 0.52% 15,573 $1.7M
20 Sage Capital Management, LLC 0.49% 11,361 $1.2M
21 Comprehensive Money Management Services LLC 0.46% 6,627 $726K
22 Arthur M. Cohen & Associates, LLC 0.38% 22,267 $2.4M
23 Acorn Wealth Advisors, LLC 0.38% 14,181 $1.6M
24 Ameriflex Group, INC. 0.36% 7,961 $872K
25 Ameritas Advisory Services, LLC 0.35% 157,875 $17.3M
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 (FIW)

What does the Smart Money Trend signal show for FIW?

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

Slight buying edge — 56% buying: Last quarter: 164 funds bought or added vs 129 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 FIW holders?

Elite ownership — 49% AUM from top-100 funds: 21 of 318 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FIW. 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 FIW?

58% of holders stayed for 2+ years: 186 out of 320 hedge funds have held FIW 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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