Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FRANKLIN TEMPLETON ETF TR (FLHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
62%

Smart Money Signals — FLHY

Based on 67 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 93% of 3.0Y peak

93% of all-time peak
67 funds currently hold this stock — 93% of the 3.0-year high of 72 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

50 buying31 selling
Last quarter: 50 funds were net buyers (12 opened a brand new position + 38 added to an existing one). Only 31 were sellers (14 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 17 → 13 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 40% entered in last year

■ 21% conviction (2yr+) ■ 39% medium ■ 40% new
Only 14 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~12 new funds/quarter

14 → 8 → 17 → 13 → 12 new funds/Q
New funds entering each quarter: 8 → 17 → 13 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 21% veterans, 51% new entrants

■ 21% veterans ■ 28% 1-2yr ■ 51% new
Of 67 current holders: 14 (21%) held 2+ years, 19 held 1–2 years, 34 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
11 of 67 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in FLHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: FLHY

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

Market Analysis: FLHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLHY

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

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FLHY
2026 Q1 Stats Unlock in 17 days 67 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 67 72 -6.94%
13F Shares 20M 21M -2.29%
Total Value $491M $509M -3.48%
New Positions 12 13 -1
Increased Positions 38 29 +9
Closed Positions 17 9 +8
Reduced Positions 14 26 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLHY

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

67 + investors

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

Top 25 institutional holders of FLHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McAlister, Sweet & Associates, Inc. 5.62% 373,685 $9.0M
2 Prentice Wealth Management LLC 5.51% 1,010,897 $24.4M
3 Provenance Wealth Advisors, LLC 2.10% 823,220 $19.9M
4 rebel Financial LLC 1.63% 156,190 $3.8M
5 WINEBRENNER CAPITAL MANAGEMENT LLC 1.41% 91,075 $2.2M
6 Tenzing Financial LLC 1.04% 57,242 $1.4M
7 HANTZ FINANCIAL SERVICES, INC. 0.84% 2,290,932 $55K
8 Dynamic Advisor Solutions LLC 0.48% 627,721 $15.2M
9 Sequent Planning LLC 0.29% 49,067 $1.2M
10 Sovran Advisors, LLC 0.20% 101,885 $2.5M
11 RIVERSEDGE ADVISORS, LLC 0.17% 44,345 $1.1M
12 Clear Creek Financial Management, LLC 0.11% 60,667 $1.5M
13 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% 36,675 $882K
14 FIFTH THIRD SECURITIES, INC. 0.04% 24,736 $597K
15 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% 51,257 $1.2M
16 Farther Finance Advisors, LLC 0.01% 49,293 $1.2M
17 VISION FINANCIAL MARKETS LLC 0.01% 459 $11K
18 CENTRAL TRUST Co 0.01% 21,394 $516K
19 Brooklyn Investment Group 0.01% 10,286 $248K
20 Valmark Advisers, Inc. 0.01% 25,836 $624K
21 Spire Wealth Management 0.01% 8,461 $204K
22 WEDBUSH SECURITIES INC 0.01% 9,650 —
23 Janney Montgomery Scott LLC 0.01% 102,164 $2K
24 World Investment Advisors 0.01% 14,108 $341K
25 PRIVATE TRUST CO NA 0.01% 2,418 $58K
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 — FRANKLIN TEMPLETON ETF TR (FLHY)

What does the Smart Money Trend signal show for FLHY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FLHY 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 FLHY?

More buyers than sellers — 62% buying: Last quarter: 50 funds were net buyers (12 opened a brand new position + 38 added to an existing one). Only 31 were sellers (14 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLHY holders?

Elite ownership — 69% AUM from top-100 funds: 11 of 67 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in FLHY. 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 FLHY?

Mostly new holders — 40% entered in last year: Only 14 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.