Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED ALP (FNY)

115 + Investors. Track Smart Money conviction in FNY. 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
↑ +15
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — FNY

Based on 115 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FNY 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
115 hedge funds hold FNY 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 — +15% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

50 buying44 selling
Last quarter: 50 funds bought or added vs 44 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.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new FNY position: 15 → 8 → 11 → 21. 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+) 25% medium 19% new
64 out of 115 hedge funds have held FNY 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

19 → 15 → 8 → 11 → 21 new funds/Q
New funds entering each quarter: 15 → 8 → 11 → 21. A growing number of institutions are discovering FNY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 10% 1-2yr 30% new
Of 115 current holders: 70 (61%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
12 of 115 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FNY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: FNY

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

Market Analysis: FNY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FNY

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: FNY
2026 Q1 Stats Unlock in 15 days 115 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 115 100 15.0%
13F Shares 4M 4M 4.86%
Total Value $340M $328M 3.7%
New Positions 21 11 +10
Increased Positions 29 26 +3
Closed Positions 6 6 -
Reduced Positions 38 38 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FNY

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Institutional Holders (2026 Q1)

115 + investors

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

Top 25 institutional holders of FNY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Worthington Financial Partners, LLC 1.31% 16,875 $1.5M
2 Wealth Management Partners, LLC 0.94% 36,401 $3.3M
3 Sylvest Advisors, LLC 0.90% 18,793 $1.7M
4 CRUX WEALTH ADVISORS 0.66% 19,004 $1.7M
5 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.56% 14,245 $1.3M
6 Dominguez Wealth Management Solutions, Inc. 0.41% 7,555 $684K
7 BostonPremier Wealth LLC 0.22% 4,637 $420K
8 Purus Wealth Management, LLC 0.21% 7,247 $656K
9 PCG Wealth Advisors, LLC 0.21% 9,063 $820K
10 Element Wealth, LLC 0.18% 4,856 $439K
11 AssuredPartners Investment Advisors, LLC 0.11% 11,245 $1.0M
12 Proactive Wealth Strategies LLC 0.10% 5,646 $511K
13 ARS Wealth Advisors Group, LLC 0.05% 7,040 $637K
14 FOUNDERS FINANCIAL SECURITIES LLC 0.04% 6,913 $663K
15 Richmond Investment Services, LLC 0.04% 2,464 $223K
16 Cambridge Investment Research Advisors, Inc. 0.03% 135,212 $12K
17 Cornerstone Wealth Management, LLC 0.03% 5,665 $513K
18 PRIVATE TRUST CO NA 0.02% 3,047 $276K
19 IFP Advisors, Inc 0.02% 8,790 $795K
20 Private Advisor Group, LLC 0.02% 38,635 $3.5M
21 Sigma Planning Corp 0.02% 6,436 $582K
22 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% 2,756 $249K
23 Geneos Wealth Management Inc. 0.01% 6,630 $600K
24 Kestra Advisory Services, LLC 0.01% 38,771 $3.5M
25 Sound Income Strategies, LLC 0.01% 2,950 $270K
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 ALP (FNY)

What does the Smart Money Trend signal show for FNY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FNY 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 FNY?

Slight buying edge — 53% buying: Last quarter: 50 funds bought or added vs 44 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 FNY holders?

Elite ownership — 56% AUM from top-100 funds: 12 of 115 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FNY. 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 FNY?

56% of holders stayed for 2+ years: 64 out of 115 hedge funds have held FNY 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.