Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FIW)

301 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — FIW

Based on 304 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FIW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
304 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 — +4% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

155 buying118 selling
Last quarter: 155 funds bought or added vs 118 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.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 26 → 49 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 25% medium 16% new
180 out of 304 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.
📈

Growing discovery — still being found

30 → 28 → 26 → 49 → 21 new funds/Q
New funds entering each quarter: 28 → 26 → 49 → 21. A growing number of institutions are discovering FIW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 22% newcomers

59% veterans 19% 1-2yr 22% new
Entry-cohort mix of 306 holders: 181 (59%) are 2+ year veterans, 59 entered 1–2 years ago, and 66 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
20 of 303 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q1, 155 hedge funds were net buyers of FIW (21 opened a new position, 134 added to an existing one), while 118 reduced or exited (95 trimmed, 23 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 48% of total institutional value in FIW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 304.

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

-- --

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

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

Signal Freshness measures how much FIW 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
FIW
nan%
SPY
+15.1%

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

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

Since the filing became public, FIW 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.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FIW
301 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 301 306 -1.63%
13F Shares 8M 9M -1.77%
Total Value $825M $938M -12.03%
New Positions 21 49 -28
Increased Positions 132 117 +15
Closed Positions 26 31 -5
Reduced Positions 93 82 +11
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: FIW

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Institutional Holders (2026 Q1)

301 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainsail Financial Group, LLC 2.30% 53,593 $5.5M
2 Farrow Financial, Inc. 1.35% 23,075 $2.4M
3 Prism Advisors, Inc. 1.26% 45,845 $4.7M
4 BLVD Private Wealth, LLC 1.12% 12,523 $1.3M
5 Clearwater Capital Advisors, LLC 0.94% 112,957 $11.6M
6 Morey & Quinn Wealth Partners, LLC 0.90% 12,308 $1.3M
7 Stegent Equity Advisors, Inc. 0.90% 10,193 $1.1M
8 Redstone Wealth Management, LLC 0.90% 10,894 $1.1M
9 Ipsen Advisor Group LLC 0.89% 12,326 $1.3M
10 Evelyn Partners Investment Management (Europe) Ltd 0.84% 23,582 $2.4M
11 Corrado Advisors, LLC 0.80% 14,829 $1.5M
12 Raab & Moskowitz Asset Management LLC 0.74% 32,216 $3.3M
13 Arkansas Financial Group, INC. 0.68% 45,814 $4.9M
14 Stonebridge Financial Planning Group, LLC 0.67% 17,765 $1.8M
15 RFG - Bristol Wealth Advisors, LLC 0.66% 23,790 $2.5M
16 LexAurum Advisors, LLC 0.59% 44,050 $4.5M
17 Davis Investment Partners, LLC 0.57% 15,571 $1.6M
18 Sage Capital Management, LLC 0.56% 11,601 $1.2M
19 Strategy Asset Managers LLC 0.49% 29,062 $3.0M
20 Ameritas Advisory Services, LLC 0.44% 110,833 $11.4M
21 Flagstar Advisors Inc 0.44% 11,846 $1.2M
22 SFI Advisors, LLC 0.44% 4,025 $415K
23 Arthur M. Cohen & Associates, LLC 0.42% 22,550 $2.3M
24 Acorn Wealth Advisors, LLC 0.41% 13,789 $1.4M
25 Comprehensive Money Management Services LLC 0.41% 6,127 $632K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FIW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FIW?

Slight buying edge — 57% buying: Last quarter: 155 funds bought or added vs 118 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 — 48% AUM from top-100 funds: 20 of 303 holders are among the 100 largest funds by AUM, controlling 48% 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?

59% of holders stayed for 2+ years: 180 out of 304 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.

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

As of today, FIW 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), FIW 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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