Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (FMAY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
38%

Smart Money Signals — FMAY

Based on 121 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 FMAY 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
121 hedge funds hold FMAY 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 — +7% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 38% buying

37 buying61 selling
Last quarter: 61 funds sold vs only 37 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 22 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 37% medium ■ 23% new
48 out of 121 hedge funds have held FMAY 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.
➡️

Steady discovery — ~18 new funds/quarter

17 → 12 → 22 → 16 → 18 new funds/Q
New funds entering each quarter: 12 → 22 → 16 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 23% 1-2yr ■ 33% new
Of 121 current holders: 53 (44%) 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.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
9 of 121 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: FMAY

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

Market Analysis: FMAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FMAY

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

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FMAY
2026 Q1 Stats Unlock in 19 days 121 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 121 113 7.08%
13F Shares 4M 4M -4.17%
Total Value $222M $226M -1.88%
New Positions 18 16 +2
Increased Positions 19 22 -3
Closed Positions 10 18 -8
Reduced Positions 51 44 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FMAY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

121 + investors

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

Top 25 institutional holders of FMAY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FOCUS Wealth Advisors, LLC 12.39% 480,320 $25.4M
2 Tanglewood Legacy Advisors, LLC 1.99% 104,089 $5.5M
3 Clear Point Advisors Inc. 1.13% 27,528 $1.5M
4 FWG Investments, LLC. 1.10% 32,919 $1.7M
5 WESPAC Advisors SoCal, LLC 0.58% 51,311 $2.7M
6 Ignite Planners, LLC 0.56% 68,190 $3.6M
7 LEGACY SOLUTIONS, LLC 0.37% 7,544 $398K
8 Accel Wealth Management 0.31% 22,615 $1.2M
9 DHJJ Financial Advisors, Ltd. 0.23% 13,150 $694K
10 TFB Advisors LLC 0.22% 7,896 $417K
11 VVR Holdings LLC 0.21% 7,631 $403K
12 ARBOR CAPITAL MANAGEMENT INC /ADV 0.21% 4,777 $255K
13 Signal Advisors Wealth, LLC 0.14% 39,958 $2.1M
14 Monetary Solutions, Ltd 0.14% 2,762 $146K
15 FOUNDERS FINANCIAL SECURITIES LLC 0.12% 35,503 $1.9M
16 Integrated Advisors Network LLC 0.12% 41,644 $2.2M
17 Beacon Financial Advisory LLC 0.08% 7,058 $373K
18 Nova Wealth Management, Inc. 0.08% 2,227 $118K
19 McKinley Carter Wealth Services, Inc. 0.07% 23,921 $1.3M
20 Stonebridge Financial Group, LLC 0.07% 15,649 $826K
21 Maridea Wealth Management LLC 0.05% 6,435 $340K
22 Fragasso Financial Advisors Inc 0.04% 12,341 $658K
23 NOVEM GROUP 0.04% 6,364 $336K
24 SILVER OAK SECURITIES, INCORPORATED 0.04% 9,947 $525K
25 STEPHENS INC /AR/ 0.03% 52,810 $2.8M
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 (FMAY)

What does the Smart Money Trend signal show for FMAY?

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

Heavy selling pressure — only 38% buying: Last quarter: 61 funds sold vs only 37 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FMAY holders?

Smaller funds dominant — 6% AUM from top-100: 9 of 121 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FMAY?

40% of holders stayed for 2+ years: 48 out of 121 hedge funds have held FMAY 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.