Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCH TRADED FD III (FMHI)

168 + Investors. Track Smart Money conviction in FMHI. 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
↑ +10
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — FMHI

Based on 168 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 FMHI 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
168 hedge funds hold FMHI 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 FMHI is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

98 buying60 selling
Last quarter: 98 funds were net buyers (23 opened a brand new position + 75 added to an existing one). Only 60 were sellers (47 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new FMHI position: 9 → 21 → 11 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 26% medium 18% new
94 out of 168 hedge funds have held FMHI 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

31 → 9 → 21 → 11 → 23 new funds/Q
New funds entering each quarter: 9 → 21 → 11 → 23. A growing number of institutions are discovering FMHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 15% 1-2yr 25% new
Of 168 current holders: 101 (60%) 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.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
12 of 168 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: FMHI

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

Market Analysis: FMHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FMHI

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FMHI
2026 Q1 Stats Unlock in 16 days 168 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 168 158 6.33%
13F Shares 13M 12M 9.93%
Total Value $642M $580M 10.75%
New Positions 23 11 +12
Increased Positions 75 71 +4
Closed Positions 13 20 -7
Reduced Positions 47 55 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FMHI

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Institutional Holders (2026 Q1)

168 + investors

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

Top 25 institutional holders of FMHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financial Partners Group, Inc 1.35% 237,886 $11.3M
2 Boyce & Associates Wealth Consulting, Inc. 1.08% 29,877 $1.4M
3 Plan Group Financial, LLC 1.07% 95,652 $4.5M
4 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1.01% 38,575 $1.8M
5 Evergreen Private Wealth LLC 0.77% 40,205 $1.9M
6 Atlas Private Wealth Advisors 0.69% 61,920 $2.9M
7 Crumly & Associates Inc. 0.69% 68,871 $3.3M
8 Triton Wealth Management, PLLC 0.41% 23,392 $1.1M
9 SEAMOUNT FINANCIAL GROUP INC 0.40% 18,863 $897K
10 Boyd Wealth Management, LLC 0.35% 17,202 $818K
11 MBL Wealth, LLC 0.28% 78,510 $3.7M
12 High Net Worth Advisory Group LLC 0.25% 22,399 $1.1M
13 Cyndeo Wealth Partners, LLC 0.23% 92,000 $4.4M
14 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.22% 65,527 $3.1M
15 Hobart Private Capital, LLC 0.20% 21,225 $1.0M
16 WealthCare Investment Partners, LLC 0.20% 14,772 $703K
17 TSA Wealth Managment LLC 0.19% 12,341 $587K
18 Cornerstone Wealth Management, LLC 0.19% 78,104 $3.7M
19 Platform Technology Partners 0.17% 19,066 $906K
20 Altus Wealth Group LLC 0.15% 7,590 $361K
21 DHJJ Financial Advisors, Ltd. 0.14% 8,975 $427K
22 Genesee Capital Advisors, LLC 0.14% 7,077 $336K
23 Curran Financial Partners, LLC 0.14% 16,263 $773K
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.13% 1,330,827 $63.6M
25 CRUX WEALTH ADVISORS 0.12% 6,364 $303K
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 (FMHI)

What does the Smart Money Trend signal show for FMHI?

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

More buyers than sellers — 62% buying: Last quarter: 98 funds were net buyers (23 opened a brand new position + 75 added to an existing one). Only 60 were sellers (47 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FMHI holders?

Strong quality — 38% AUM from major funds: 12 of 168 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FMHI?

56% of holders stayed for 2+ years: 94 out of 168 hedge funds have held FMHI 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.