FIRST TR EXCH TRADED FD III (FMB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCH TRADED FD III (FMB)

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

Smart Money Signals — FMB

Based on 286 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 FMB 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 (99% of max)

99% of all-time peak

286 hedge funds hold FMB 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding FMB is almost the same as a year ago (-3 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 52% buying

145 buying132 selling

Last quarter: 145 funds bought or added vs 132 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 (+23 vs last Q)

new funds entering per quarter

Funds opening a new FMB position: 25 → 29 → 20 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new

194 out of 286 hedge funds have held FMB 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.

📈

Growing discovery — still being found

36 → 25 → 29 → 20 → 43 new funds/Q

New funds entering each quarter: 25 → 29 → 20 → 43. A growing number of institutions are discovering FMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 9% 1-2yr ■ 21% new

Of 286 current holders: 198 (69%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds

13 of 286 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in FMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	286	266	7.52%
13F Shares	29M	28M	3.85%
Total Value	$1.50B	$1.41B	5.8%
New Positions	43	20	+23
Increased Positions	102	96	+6
Closed Positions	23	36	-13
Reduced Positions	109	113	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

286

266

7.52%

13F Shares

29M

28M

3.85%

Total Value

$1.50B

$1.41B

5.8%

New Positions

+23

Increased Positions

102

Closed Positions

-13

Reduced Positions

109

113

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

286 + investors

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

FILTER: All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of FMB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TRUE BLUE FINANCIAL, LLC	10.76%	269,428	$13.6M
2	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	1.57%	56,520	$2.9M
3	LEGACY SOLUTIONS, LLC	1.49%	31,696	$1.6M
4	ERn Financial, LLC	1.45%	152,273	$7.7M
5	Etesian Wealth Advisors, Inc.	1.40%	86,698	$4.4M
6	RMR Wealth Builders	1.33%	333,050	$16.9M
7	HFG Wealth Management, LLC	1.15%	41,072	$2.1M
8	ARWA LLC	1.10%	43,532	$2.2M
9	QP WEALTH MANAGEMENT, LLC	1.07%	12,360	$626K
10	Investment Planning Advisors, Inc.	1.07%	76,795	$3.9M
11	EdgeRock Capital LLC	1.05%	76,362	$3.9M
12	MOTCO	0.87%	185,023	$9.4M
13	Brady Martz Wealth Solutions, LLC	0.86%	100,042	$5.1M
14	WealthCare Investment Partners, LLC	0.82%	58,435	$3.0M
15	Uniting Wealth Partners, LLC	0.81%	74,667	$3.8M
16	Family Capital Management, Inc.	0.68%	30,052	$1.5M
17	First Heartland Consultants, Inc.	0.56%	145,146	$7.4M
18	Friday Financial	0.55%	31,429	$1.6M
19	LAKE STREET PRIVATE WEALTH, LLC	0.54%	83,500	$4.2M
20	ABLE Financial Group, LLC	0.51%	51,312	$2.6M
21	COTTONWOOD CAPITAL ADVISORS, LLC	0.47%	13,161	$667K
22	ARKANSAS FINANCIAL GROUP, INC.	0.45%	63,546	$3.2M
23	Atlas Private Wealth Advisors	0.40%	33,367	$1.7M
24	SENTINEL PENSION ADVISORS, LLC	0.38%	51,038	$2.6M
25	Hilton Head Capital Partners, LLC	0.37%	12,822	$650K

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 TRADED FD III (FMB)

What does the Smart Money Trend signal show for FMB?

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

Slight buying edge — 52% buying: Last quarter: 145 funds bought or added vs 132 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 FMB holders?

Elite ownership — 45% AUM from top-100 funds: 13 of 286 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in FMB. 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 FMB?

68% of holders stayed for 2+ years: 194 out of 286 hedge funds have held FMB 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.

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FIRST TR EXCH TRADED FD III (FMB)

Smart Money Signals — FMB

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 52% buying

More new buyers each quarter (+23 vs last Q)

68% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 69% of holders stayed 2+ years

Elite ownership — 45% AUM from top-100 funds

Hedge Fund Ownership: FMB

Market Analysis: FMB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FMB

Hedge Fund Positioning: FMB

Statistics: FMB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCH TRADED FD III (FMB)

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