Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (FIXD)

319 + 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
↑ +13
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — FIXD

Based on 320 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 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 — 94% of 3.0Y peak

94% of all-time peak
320 funds currently hold this stock — 94% of the 3.0-year high of 342 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FIXD is almost the same as a year ago (-4 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

172 buying152 selling
Last quarter: 172 funds bought or added vs 152 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.
➡️

Steady new buyers — ~44 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 24 → 42 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 17% new
210 out of 320 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

24 → 17 → 24 → 42 → 44 new funds/Q
New funds entering each quarter: 17 → 24 → 42 → 44. 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 — 68% of holders stayed 2+ years

■ 68% veterans ■ 14% 1-2yr ■ 18% new
Of 320 current holders: 216 (68%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
21 of 320 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — FIXD

In 2026 Q1, 172 hedge funds were net buyers of FIXD (44 opened a new position, 128 added to an existing one), while 152 reduced or exited (121 trimmed, 31 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 56% of total institutional value in FIXD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 320.

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

-- --

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

Is It Too Late to Buy First Tr Exchng Traded Fd VI (FIXD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FIXD 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 · 77d ago
FIXD
+0.3%
SPY
+15.9%

FIXD outperformed SPY by -15.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FIXD
+1.5%
SPY
+2.0%

Since the filing became public, FIXD outperformed SPY by -0.5% .

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 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FIXD
319 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 319 307 3.91%
13F Shares 61M 61M -0.35%
Total Value $2.55B $2.74B -6.82%
New Positions 44 42 +2
Increased Positions 128 124 +4
Closed Positions 32 22 +10
Reduced Positions 120 112 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIXD

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

319 + investors

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

QUARTER:
Top 25 FIXD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dominguez Wealth Management Solutions, Inc. 8.64% 327,078 $14.3M
2 Commonwealth Financial Services, LLC 5.41% 784,257 $34.2M
3 Alpha Financial Advisors, LLC 5.09% 380,905 $16.6M
4 Randall & Associates Wealth Management 3.42% 116,551 $5.1M
5 Great Lakes Retirement, Inc. 2.88% 638,192 $27.8M
6 Capital Financial Group Inc\co\ /Adv 2.69% 112,254 $4.9M
7 TCP Asset Management, LLC 2.36% 421,943 $18.4M
8 Landmark Wealth Management, LLC 2.19% 187,923 $8.2M
9 Twin Peaks Wealth Advisors, LLC 2.08% 189,770 $8.3M
10 Triumph Capital Management 2.07% 233,818 $10.2M
11 Family Capital Management, Inc. 2.06% 106,151 $4.6M
12 Per Stirling Capital Management, LLC. 2.02% 419,909 $18.3M
13 GDS Wealth Management 1.80% 685,735 $29.9M
14 First Financial Group Corp 1.62% 45,556 $2.0M
15 Darwin Wealth Management, LLC 1.52% 112,043 $4.9M
16 Capital Planning LLC 1.43% 101,089 $4.4M
17 Core Wealth Partners LLC 1.33% 65,836 $2.9M
18 LexAurum Advisors, LLC 1.27% 225,414 $9.8M
19 Fsb Premier Wealth Management, INC. 1.25% 91,888 $4.0M
20 Entruity Wealth, LLC 1.24% 41,943 $1.8M
21 ERn Financial, LLC 1.12% 136,327 $5.9M
22 Pacific Excel Wealth Advisors, Inc. 1.11% 24,184 $1.1M
23 Sequent Planning LLC 1.10% 103,951 $4.5M
24 BCGM Wealth Management, LLC 0.97% 88,165 $3.8M
25 Keystone Wealth Services, LLC 0.96% 103,251 $4.5M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 53% buying: Last quarter: 172 funds bought or added vs 152 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 — 56% AUM from top-100 funds: 21 of 320 holders are among the 100 largest funds by AUM, controlling 56% 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?

66% of holders stayed for 2+ years: 210 out of 320 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.

Is it too late to buy First Tr Exchng Traded Fd VI (FIXD) following the 2026 Q1 hedge fund 13F filings?

As of today, FIXD has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), FIXD has gained +0.3% vs +15.9% 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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