Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCH TRD ALPHDX FD (FLN)

21 + Investors. Track Smart Money conviction in FLN. 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
↑ +5
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — FLN

Based on 21 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 FLN 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 — 88% of 3.0Y peak

88% of all-time peak
21 funds currently hold this stock — 88% of the 3.0-year high of 24 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

13 buying9 selling
Last quarter: 13 funds bought or added vs 9 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 24% medium 29% new
10 out of 21 hedge funds have held FLN 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.
💰

Value +199% but shares only +174% — price-driven

Value
+199%
Shares
+174%
Last quarter: the total dollar value of institutional holdings rose +199%, but actual share count only changed +174%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~8 new funds/quarter

5 → 3 → 2 → 3 → 8 new funds/Q
New funds entering each quarter: 3 → 2 → 3 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 10% 1-2yr 33% new
Of 21 current holders: 12 (57%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
4 of 21 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FLN. 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 — FLN

In 2026 Q1, 13 hedge funds were net buyers of FLN (8 opened a new position, 5 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 49% of total institutional value in FLN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 21.

Hedge Fund Ownership: FLN

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

Market Analysis: FLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLN

-- --

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

Is It Too Late to Buy FIRST TR EXCH TRD ALPHDX FD (FLN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLN 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 · 64d ago
FLN
+1.2%
SPY
+16.8%

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

Since 13F Filing Date May 15, 2026 · 19d ago
FLN
-1.7%
SPY
+2.7%

Since the filing became public, FLN outperformed SPY by -4.4% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FLN
21 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 21 16 31.25%
13F Shares 811K 296K 173.99%
Total Value $20M $7M 199.19%
New Positions 8 3 +5
Increased Positions 5 6 -1
Closed Positions 3 2 +1
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLN

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Institutional Holders (2026 Q1)

21 + investors

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

QUARTER:
Top 21 institutional holders of FLN — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COTTONWOOD CAPITAL ADVISORS, LLC 0.50% 27,551 $703K
2 GTS SECURITIES LLC 0.05% 55,724 $1.4M
3 Savvy Advisors, Inc. 0.05% 67,321 $1.7M
4 Balboa Wealth Partners 0.03% 7,976 $204K
5 Triad Wealth Partners, LLC 0.02% 8,902 $227K
6 D.A. DAVIDSON & CO. 0.01% 60,708 $1.5M
7 Farther Finance Advisors, LLC 0.01% 31,576 $819K
8 REAP Financial Group, LLC 0.01% 1,434 $37K
9 Equitable Holdings, Inc. 0.00% 30,947 $702K
10 OSAIC HOLDINGS, INC. 0.00% 63,811 $1.6M
11 LPL Financial LLC 0.00% 273,449 $7.0M
12 Cambridge Investment Research Advisors, Inc. 0.00% 19,272
13 Cetera Investment Advisers 0.00% 28,544 $729K
14 Capital Analysts, LLC 0.00% 623
15 JANE STREET GROUP, LLC 0.00% 79,617 $2.0M
16 ENVESTNET ASSET MANAGEMENT INC 0.00% 31,700 $809K
17 McIlrath & Eck, LLC 0.00% 111 $3K
18 HARBOUR INVESTMENTS, INC. 0.00% 527 $13K
19 RAYMOND JAMES FINANCIAL INC 0.00% 21,048 $537K
20 Transamerica Financial Advisors, LLC 0.00% 52 $1K
21 MORGAN STANLEY 0.00% 177 $5K
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 EXCH TRD ALPHDX FD (FLN)

What does the Smart Money Trend signal show for FLN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FLN 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 FLN?

Slight buying edge — 59% buying: Last quarter: 13 funds bought or added vs 9 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 FLN holders?

Elite ownership — 49% AUM from top-100 funds: 4 of 21 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FLN. 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 FLN?

48% of holders stayed for 2+ years: 10 out of 21 hedge funds have held FLN 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 EXCH TRD ALPHDX FD (FLN) following the 2026 Q1 hedge fund 13F filings?

As of today, FLN has moved -1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.7% for the SPY sector ETF — an outperformance of -4.4%. Since the quarter end (March 31, 2026), FLN has gained +1.2% vs +16.8% 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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