FMB Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy First Tr Exch Traded Fd III (FMB) following the 2026 Q2 hedge fund 13F filings?

As of today, FMB has moved -2.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (June 30, 2026), FMB gained -4.4% vs -2.0% 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.

First Tr Exch Traded Fd III (FMB)

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

Smart Money Signals — FMB

Based on 308 hedge funds · latest filing: 2026 Q2 · 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 (100% of max)

100% of all-time peak

308 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.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

169 buying108 selling

Last quarter: 169 funds were net buyers (34 opened a brand new position + 135 added to an existing one). Only 108 were sellers (87 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new FMB position: 20 → 45 → 25 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 16% new

211 out of 308 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.

➡️

Steady discovery — ~34 new funds/quarter

31 → 20 → 45 → 25 → 34 new funds/Q

New funds entering each quarter: 20 → 45 → 25 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new

Entry-cohort mix of 308 holders: 216 (70%) are 2+ year veterans, 30 entered 1–2 years ago, and 62 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

19 of 307 holders are among the 100 largest funds by AUM, controlling 48% 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	307	295	4.07%
13F Shares	31M	30M	2.88%
Total Value	$1.51B	$1.44B	4.86%
New Positions	34	25	+9
Increased Positions	135	136	-1
Closed Positions	21	28	-7
Reduced Positions	87	92	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

307

295

4.07%

13F Shares

31M

30M

2.88%

Total Value

$1.51B

$1.44B

4.86%

New Positions

Increased Positions

135

136

-1

Closed Positions

-7

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

307 + investors

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

QUARTER:

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

Top 25 FMB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	True Blue Financial, LLC	6.11%	281,978	$14.5M
2	Frisch Financial Group, Inc.	2.01%	228,347	$11.7M
3	Blackhawk Capital Partners, LLC	1.95%	115,918	$6.0M
4	BCGM Wealth Management, LLC	1.61%	147,834	$7.6M
5	Capital Financial Group Inc\co\ /Adv	1.52%	56,560	$2.9M
6	Legacy Solutions, LLC	1.35%	32,379	$1.7M
7	Etesian Wealth Advisors, Inc.	1.30%	85,581	$4.4M
8	ERn Financial, LLC	1.30%	152,769	$7.8M
9	Fsb Premier Wealth Management, INC.	1.26%	87,089	$4.5M
10	Stonehaven Wealth & Tax Solutions, LLC	1.22%	29,538	$1.5M
11	Logan Stone Capital, LLC	1.18%	109,061	$5.6M
12	Arwa LLC	1.18%	55,650	$2.8M
13	RMR Wealth Builders	1.12%	351,741	$18.1M
14	Avantax Planning Partners, Inc.	1.07%	837,252	$43.0M
15	Verus Capital Partners, LLC	1.00%	189,839	$9.7M
16	Chiron Capital Management, LLC	0.94%	20,467	$1.1M
17	Investment Planning Advisors, Inc.	0.92%	77,540	$4.0M
18	Landmark Wealth Management, LLC	0.88%	71,872	$3.7M
19	Qp Wealth Management, LLC	0.84%	11,435	$587K
20	Motco	0.81%	185,023	$9.5M
21	Uniting Wealth Partners, LLC	0.81%	77,578	$4.0M
22	EdgeRock Capital LLC	0.80%	68,971	$3.5M
23	Milestones Private Investment Advisors LLC	0.78%	19,156	$984K
24	Prestige Wealth Management Group LLC	0.77%	83,002	$4.3M
25	Midwest Financial Group LLC	0.76%	42,306	$2.2M

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?

More buyers than sellers — 61% buying: Last quarter: 169 funds were net buyers (34 opened a brand new position + 135 added to an existing one). Only 108 were sellers (87 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FMB holders?

Elite ownership — 48% AUM from top-100 funds: 19 of 307 holders are among the 100 largest funds by AUM, controlling 48% 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?

69% of holders stayed for 2+ years: 211 out of 308 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.

Is it too late to buy First Tr Exch Traded Fd III (FMB) following the 2026 Q2 hedge fund 13F filings?

As of today, FMB has moved -2.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (June 30, 2026), FMB has gained -4.4% vs -2.0% 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.

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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 (100% of max)

Steady growth — +4% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+9 vs last Q)

69% of holders stayed for 2+ years

Steady discovery — ~34 new funds/quarter

Veteran-anchored — 70% veterans vs 20% newcomers

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — FMB

Hedge Fund Ownership: FMB

Market Analysis: FMB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FMB

Is It Too Late to Buy First Tr Exch Traded Fd III (FMB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: FMB

Statistics: FMB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exch Traded Fd III (FMB)

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