Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FMF)

83 + Investors. Track Smart Money conviction in FMF. 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
↑ +3
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — FMF

Based on 83 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FMF 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
83 hedge funds hold FMF 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 — +14% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

55 buying37 selling
Last quarter: 55 funds were net buyers (14 opened a brand new position + 41 added to an existing one). Only 37 were sellers (26 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 12 → 13 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 24% medium 24% new
43 out of 83 hedge funds have held FMF 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

9 → 8 → 12 → 13 → 14 new funds/Q
New funds entering each quarter: 8 → 12 → 13 → 14. A growing number of institutions are discovering FMF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 19% 1-2yr 24% new
Of 83 current holders: 47 (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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
8 of 83 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — FMF

In 2026 Q1, 55 hedge funds were net buyers of FMF (14 opened a new position, 41 added to an existing one), while 37 reduced or exited (26 trimmed, 11 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in FMF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 83.

Hedge Fund Ownership: FMF

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

Market Analysis: FMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FMF

-- --

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

Is It Too Late to Buy First Tr Exchange-Traded Fd (FMF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FMF 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 · 80d ago
FMF
nan%
SPY
+13.9%

FMF outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
FMF
nan%
SPY
+0.2%

Since the filing became public, FMF outperformed SPY by nan% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: FMF
83 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 80 3.75%
13F Shares 4M 4M 6.32%
Total Value $189M $180M 4.82%
New Positions 14 13 +1
Increased Positions 41 42 -1
Closed Positions 11 7 +4
Reduced Positions 26 18 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FMF

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Institutional Holders (2026 Q1)

83 + investors

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

QUARTER:
Top 25 FMF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALM First Financial Advisors, LLC 2.83% 312,052 $15.8M
2 Center For Asset Management LLC 1.89% 75,198 $3.8M
3 TCP Asset Management, LLC 1.41% 216,985 $11.0M
4 Beta Wealth Group, Inc. 0.59% 27,948 $1.4M
5 Iams Wealth Management, LLC 0.32% 17,997 $911K
6 Twelve Points Wealth Management LLC 0.31% 27,521 $1.4M
7 Pinnacle Family Advisors, LLC 0.30% 12,562 $636K
8 Pacific Excel Wealth Advisors, Inc. 0.26% 4,876 $247K
9 Fermata Advisors, LLC 0.22% 19,241 $974K
10 Fsb Premier Wealth Management, INC. 0.20% 12,445 $630K
11 BlueChip Wealth Advisors LLC 0.19% 8,430 $427K
12 Gateway Wealth Partners, LLC 0.17% 84,933 $4.3M
13 Maripau Wealth Management LLC 0.11% 4,770 $241K
14 Simplicity Wealth,LLC 0.10% 34,955 $1.8M
15 LaSalle St. Investment Advisors, LLC 0.10% 13,624 $690K
16 Balboa Wealth Partners 0.10% 11,198 $567K
17 Private Client Services, LLC 0.09% 6,078 $308K
18 Holistic Financial Partners 0.08% 4,479 $227K
19 Hbw Advisory Services LLC 0.08% 14,746 $746K
20 Richmond Investment Services, LLC 0.08% 9,298 $471K
21 RFG Advisory, LLC 0.07% 78,413 $4.0M
22 IFP Advisors, Inc 0.06% 60,076 $3.0M
23 Benjamin Edwards Inc 0.06% 122,550 $6.2M
24 Synergy Investment Management, LLC 0.05% 3,192 $162K
25 Asset Allocation Strategies LLC 0.05% 5,803 $294K
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 Exchange-Traded Fd (FMF)

What does the Smart Money Trend signal show for FMF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FMF 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 FMF?

More buyers than sellers — 60% buying: Last quarter: 55 funds were net buyers (14 opened a brand new position + 41 added to an existing one). Only 37 were sellers (26 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FMF holders?

Elite ownership — 41% AUM from top-100 funds: 8 of 83 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FMF. 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 FMF?

52% of holders stayed for 2+ years: 43 out of 83 hedge funds have held FMF 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 Exchange-Traded Fd (FMF) following the 2026 Q1 hedge fund 13F filings?

As of today, FMF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FMF has gained nan% vs +13.9% 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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