Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCH TRADED FD III (FPE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — FPE

Based on 427 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 FPE 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
427 hedge funds hold FPE 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 — +5% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

248 buying169 selling
Last quarter: 248 funds bought or added vs 169 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 (+30 vs last Q)

new funds entering per quarter
Funds opening a new FPE position: 42 → 48 → 35 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 15% new
283 out of 427 hedge funds have held FPE 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

62 → 42 → 48 → 35 → 65 new funds/Q
New funds entering each quarter: 42 → 48 → 35 → 65. A growing number of institutions are discovering FPE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 427 current holders: 291 (68%) 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 — 59% AUM from top-100 funds

59% from top-100 AUM funds
15 of 427 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in FPE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
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: FPE

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

Market Analysis: FPE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPE

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

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 9 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: FPE
2026 Q1 Stats Unlock in 20 days 427 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 427 403 5.96%
13F Shares 232M 229M 1.45%
Total Value $4.22B $4.17B 1.2%
New Positions 65 35 +30
Increased Positions 184 187 -3
Closed Positions 40 46 -6
Reduced Positions 129 127 +2
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FPE

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

427 + investors

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

Top 25 institutional holders of FPE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AFFINITY WEALTH MANAGEMENT LLC 4.00% 1,487,952 $26.4M
2 Quad-Cities Investment Group, LLC 3.79% 536,184 $9.5M
3 ORBA Wealth Advisors, L.L.C. 3.74% 176,798 $3.1M
4 PFS Partners, LLC 3.31% 406,889 $7.2M
5 Mainsail Financial Group, LLC 2.96% 400,852 $7.1M
6 Magnus Financial Group LLC 2.72% 1,885,667 $33.5M
7 Midwest Heritage Bank, FSB 2.71% 475,098 $8.4M
8 Twelve Points Wealth Management LLC 2.61% 668,860 $11.9M
9 Glass Jacobson Investment Advisors llc 2.47% 403,225 $7.2M
10 Fearless Solutions, LLC dba Best Invest 2.35% 219,396 $3.9M
11 Trinity Legacy Partners, LLC 2.32% 591,245 $10.7M
12 Prasad Wealth Partners, LLC 2.26% 467,297 $8.3M
13 Curran Financial Partners, LLC 2.02% 635,777 $11.3M
14 APS Management Group, Inc. 1.89% 124,129 $2.2M
15 HCR Wealth Advisors 1.84% 999,249 $17.7M
16 Falcon Wealth Planning 1.83% 1,514,417 $26.9M
17 Newman Dignan & Sheerar, Inc. 1.72% 459,787 $8.2M
18 Econ Financial Services Corp 1.48% 180,142 $3.2M
19 Parkside Investments, LLC 1.46% 674,877 $12.0M
20 Aspen Investment Management Inc 1.34% 247,198 $4K
21 FLAGSTAR ADVISORS INC 1.26% 196,610 $3.5M
22 Uniting Wealth Partners, LLC 1.09% 289,600 $5.1M
23 HORIZON FINANCIAL SERVICES, LLC 1.08% 138,244 $2.5M
24 Walker Asset Management, LLC 1.07% 111,485 $2.0M
25 PARK NATIONAL CORP /OH/ 1.01% 1,866,242 $33.1M
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 (FPE)

What does the Smart Money Trend signal show for FPE?

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

Slight buying edge — 59% buying: Last quarter: 248 funds bought or added vs 169 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 FPE holders?

Elite ownership — 59% AUM from top-100 funds: 15 of 427 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in FPE. 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 FPE?

66% of holders stayed for 2+ years: 283 out of 427 hedge funds have held FPE 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.