Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Traded Fd III (FMNY)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — FMNY

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FMNY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

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 — +67% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+67% 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 — 58% buying

11 buying8 selling
Last quarter: 11 funds bought or added vs 8 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 — ~3 new funds per quarter

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

Mixed — 35% long-term, 40% new

35% conviction (2yr+) 25% medium 40% new
Of the 20 current holders: 7 (35%) held >2 years, 5 held 1–2 years, and 8 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 — ~3 new funds/quarter

1 → 2 → 2 → 7 → 3 new funds/Q
New funds entering each quarter: 2 → 2 → 7 → 3. 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 — 10% AUM from top-100

10% from top-100 AUM funds
6 of 20 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

Institutional Sentiment Summary — FMNY

In 2026 Q1, 11 hedge funds were net buyers of FMNY (3 opened a new position, 8 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 20.

Hedge Fund Ownership: FMNY

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

Market Analysis: FMNY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FMNY

-- --

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

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

Signal Freshness measures how much FMNY 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 · 78d ago
FMNY
+1.4%
SPY
+15.9%

FMNY outperformed SPY by -14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FMNY
+1.2%
SPY
+2.0%

Since the filing became public, FMNY outperformed SPY by -0.8% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: FMNY
20 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 20 21 -4.76%
13F Shares 947K 692K 36.82%
Total Value $24M $18M 31.48%
New Positions 3 7 -4
Increased Positions 8 3 +5
Closed Positions 4 0 +4
Reduced Positions 4 7 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FMNY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
Top 17 FMNY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Flynn Zito Capital Management, LLC 1.29% 152,704 $4.0M
2 Magnus Financial Group LLC 0.78% 365,614 $9.7M
3 Emergent Wealth Advisors, LLC 0.18% 11,526 $305K
4 Hennion & Walsh Asset Management, Inc. 0.16% 179,659 $4.7M
5 Platform Technology Partners 0.08% 14,942 $395K
6 Naples Global Advisors, LLC 0.03% 16,200 $428K
7 Patriot Financial Group Insurance Agency, LLC 0.01% 7,700 $204K
8 Osaic Holdings, INC. 0.00% 33,062 $874K
9 Cetera Investment Advisers 0.00% 27,693 $732K
10 Commonwealth Equity Services, LLC 0.00% 19,567 $517K
11 IFP Advisors, Inc 0.00% 1,255 $33K
12 Jane Street Group, LLC 0.00% 41,580 $1.1M
13 Citadel Advisors LLC 0.00% 27,559 $728K
14 LPL Financial LLC 0.00% 9,912 $262K
15 Goldman Sachs Group Inc 0.00% 8,989 $238K
16 UBS Group AG 0.00% 373 $10K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FMNY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FMNY?

Slight buying edge — 58% buying: Last quarter: 11 funds bought or added vs 8 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 — 10% AUM from top-100: 6 of 20 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FMNY?

Mixed — 35% long-term, 40% new: Of the 20 current holders: 7 (35%) held >2 years, 5 held 1–2 years, and 8 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.

Is it too late to buy First Tr Exch Traded Fd III (FMNY) following the 2026 Q1 hedge fund 13F filings?

As of today, FMNY has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), FMNY has gained +1.4% vs +15.9% 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.

Full history →