Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (FIXD)

297 + Investors. Track Smart Money conviction in FIXD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — FIXD

Based on 297 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 FIXD 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
297 funds currently hold this stock — 90% of the 3.0-year high of 330 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
33 fewer hedge funds hold FIXD compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 55% buying

161 buying131 selling
Last quarter: 161 funds bought or added vs 131 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 (+19 vs last Q)

new funds entering per quarter
Funds opening a new FIXD position: 22 → 16 → 22 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 18% medium ■ 13% new
205 out of 297 hedge funds have held FIXD 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.
🚀

Acceleration phase — new buyers rushing in

45 → 22 → 16 → 22 → 41 new funds/Q
New funds entering each quarter: 22 → 16 → 22 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 14% 1-2yr ■ 19% new
Of 297 current holders: 200 (67%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
15 of 297 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FIXD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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: FIXD

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

Market Analysis: FIXD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIXD

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

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 6 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: FIXD
2026 Q1 Stats Unlock in 20 days 297 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 297 277 7.22%
13F Shares 61M 58M 4.79%
Total Value $2.73B $2.57B 6.32%
New Positions 41 22 +19
Increased Positions 120 112 +8
Closed Positions 21 39 -18
Reduced Positions 110 121 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIXD

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

297 + investors

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

Top 25 institutional holders of FIXD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dominguez Wealth Management Solutions, Inc. 8.64% 327,078 $14.3M
2 Randall & Associates Wealth Management 3.42% 116,551 $5.1M
3 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 2.69% 112,254 $4.9M
4 TCP Asset Management, LLC 2.36% 421,943 $18.4M
5 Landmark Wealth Management, LLC 2.19% 187,923 $8.2M
6 Family Capital Management, Inc. 2.06% 106,151 $4.6M
7 GDS Wealth Management 1.80% 685,735 $29.9M
8 First Financial Group Corp 1.62% 45,556 $2.0M
9 LexAurum Advisors, LLC 1.27% 225,414 $9.8M
10 ERn Financial, LLC 1.12% 136,327 $5.9M
11 Sequent Planning LLC 1.10% 103,951 $4.5M
12 COLUMBIA ADVISORY PARTNERS LLC 0.96% 34,571 $1.5M
13 WealthCare Investment Partners, LLC 0.80% 65,641 $2.9M
14 IAMS WEALTH MANAGEMENT, LLC 0.72% 47,451 $2.1M
15 Claris Financial LLC 0.69% 27,171 $1.2M
16 PARK NATIONAL CORP /OH/ 0.65% 489,876 $21.4M
17 QTR Family Wealth, LLC 0.57% 31,184 $1.4M
18 Cutter & CO Brokerage, Inc. 0.56% 54,430 $2.4M
19 BAM Wealth Management, LLC 0.49% 14,904 $650K
20 COTTONWOOD CAPITAL ADVISORS, LLC 0.40% 12,882 $562K
21 Andina Capital Management, LLC 0.39% 10,225 $446K
22 KG Capital Management 0.39% 12,424 $542K
23 Prospera Financial Services Inc 0.38% 535,827 $23.4M
24 Omnitrust Wealth Management, Inc 0.34% 5,947 $259K
25 Altus Wealth Group LLC 0.30% 16,719 $729K
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 EXCHNG TRADED FD VI (FIXD)

What does the Smart Money Trend signal show for FIXD?

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

Slight buying edge — 55% buying: Last quarter: 161 funds bought or added vs 131 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 FIXD holders?

Elite ownership — 52% AUM from top-100 funds: 15 of 297 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FIXD. 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 FIXD?

69% of holders stayed for 2+ years: 205 out of 297 hedge funds have held FIXD 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.