Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FIW)

291 + 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
↑ +17
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — FIW

Based on 289 hedge funds · latest filing: 2025 Q4 · 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
289 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 — +5% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

160 buying107 selling
Last quarter: 160 funds were net buyers (46 opened a brand new position + 114 added to an existing one). Only 107 were sellers (78 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new FIW position: 27 → 26 → 25 → 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+) 24% medium 18% new
167 out of 289 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

34 → 27 → 26 → 25 → 46 new funds/Q
New funds entering each quarter: 27 → 26 → 25 → 46. A growing number of institutions are discovering FIW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

58% veterans 16% 1-2yr 26% new
Of 291 current holders: 170 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
14 of 289 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.5
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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: FIW
2026 Q1 Stats Unlock in 20 days 291 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 291 273 6.59%
13F Shares 9M 8M 2.66%
Total Value $930M $933M -0.39%
New Positions 46 25 +21
Increased Positions 119 111 +8
Closed Positions 29 28 +1
Reduced Positions 78 82 -4
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)

291 + investors

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

Top 25 institutional holders of FIW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Polianta Ltd 3.66% 267,700 $28K
2 Mainsail Financial Group, LLC 2.30% 53,593 $5.5M
3 Prism Advisors, Inc. 1.26% 45,845 $4.7M
4 White Pine Investment CO 1.15% 47,814 $5K
5 BLVD Private Wealth, LLC 1.12% 12,523 $1.3M
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 CORRADO ADVISORS, LLC 0.80% 14,829 $1.5M
10 ARKANSAS FINANCIAL GROUP, INC. 0.68% 45,814 $4.9M
11 LexAurum Advisors, LLC 0.59% 44,050 $4.5M
12 Davis Investment Partners, LLC 0.57% 15,571 $1.6M
13 Sage Capital Management, LLC 0.56% 11,601 $1.2M
14 FLAGSTAR ADVISORS INC 0.44% 11,846 $1.2M
15 Acorn Wealth Advisors, LLC 0.41% 13,789 $1.4M
16 Comprehensive Money Management Services LLC 0.41% 6,127 $632K
17 Outlook Wealth Advisors, LLC 0.39% 15,652 $1.6M
18 Cutter & CO Brokerage, Inc. 0.31% 13,049 $1.3M
19 INTERACTIVE FINANCIAL ADVISORS, INC. 0.26% 3,917 $404K
20 Cornerstone Management, Inc. 0.25% 15,223 $1.6M
21 DELTA CAPITAL MANAGEMENT LLC 0.25% 4,400 $454K
22 Eagle Strategies LLC 0.23% 18,994 $2.0M
23 Financial Enhancement Group LLC 0.22% 16,162 $1.7M
24 Platform Technology Partners 0.19% 9,500 $980K
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.18% 141,242 $14.6M
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?

More buyers than sellers — 60% buying: Last quarter: 160 funds were net buyers (46 opened a brand new position + 114 added to an existing one). Only 107 were sellers (78 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FIW holders?

Elite ownership — 45% AUM from top-100 funds: 14 of 289 holders are among the 100 largest funds by AUM, controlling 45% 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: 167 out of 289 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.