FMNY Hedge Fund Ownership (Q2 2026)

First Tr Exch Traded Fd III (FMNY)

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

Smart Money Signals — FMNY

Based on 20 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

20 hedge funds hold FMNY 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.

🚀

Fast accumulation — +54% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+54% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 52% buying

11 buying10 selling

Last quarter: 11 funds bought or added vs 10 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.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 7 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 30% long-term, 45% new

■ 30% conviction (2yr+) ■ 25% medium ■ 45% new

Of the 20 current holders: 6 (30%) held >2 years, 5 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~6 new funds/quarter

2 → 2 → 7 → 3 → 6 new funds/Q

New funds entering each quarter: 2 → 7 → 3 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 40% veterans vs 45% newcomers

■ 40% veterans ■ 15% 1-2yr ■ 45% new

Entry-cohort mix of 20 holders: 8 (40%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

4 of 20 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	20	20	-
13F Shares	991K	947K	4.66%
Total Value	$26M	$24M	8.6%
New Positions	6	3	+3
Increased Positions	5	8	-3
Closed Positions	6	4	+2
Reduced Positions	4	4	-
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

13F Shares

991K

947K

4.66%

Total Value

$26M

$24M

8.6%

New Positions

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

20 + investors

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

QUARTER:

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

Top 17 FMNY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Flynn Zito Capital Management, LLC	1.10%	150,735	$4.1M
2	Magnus Financial Group LLC	0.80%	418,869	$11.3M
3	Hennion & Walsh Asset Management, Inc.	0.15%	200,577	$5.4M
4	Herold Advisors, Inc.	0.04%	7,515	$202K
5	Naples Global Advisors, LLC	0.03%	16,200	$436K
6	Old Mission Capital LLC	0.01%	18,903	$508K
7	Osaic Holdings, INC.	0.00%	36,793	$990K
8	Kestra Advisory Services, LLC	0.00%	11,769	$317K
9	Arax Advisory Partners	0.00%	5,342	$144K
10	Cetera Investment Advisers	0.00%	30,397	$818K
11	IFP Advisors, Inc	0.00%	1,255	$34K
12	Commonwealth Equity Services, LLC	0.00%	11,274	$303K
13	LPL Financial LLC	0.00%	33,642	$905K
14	Jane Street Group, LLC	0.00%	26,098	$702K
15	Goldman Sachs Group Inc	0.00%	8,989	$242K
16	Jpmorgan Chase & Co	0.00%	1,527	$41K
17	Morgan Stanley	0.00%	1	—

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 (FMNY)

What does the Smart Money Trend signal show for FMNY?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FMNY?

Slight buying edge — 52% buying: Last quarter: 11 funds bought or added vs 10 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 FMNY holders?

Smaller funds dominant — 5% AUM from top-100: 4 of 20 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FMNY?

Mixed — 30% long-term, 45% new: Of the 20 current holders: 6 (30%) held >2 years, 5 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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 (FMNY)

Smart Money Signals — FMNY

No change last quarter

At the ownership peak (95% of max)

Fast accumulation — +54% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~6 new funds per quarter

Mixed — 30% long-term, 45% new

Steady discovery — ~6 new funds/quarter

Veteran-anchored — 40% veterans vs 45% newcomers

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — FMNY

Hedge Fund Ownership: FMNY

Market Analysis: FMNY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FMNY

Hedge Fund Positioning: FMNY

Statistics: FMNY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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