Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR INTER DURATN PFD & (FPF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — FPF

Based on 111 hedge funds · latest filing: 2025 Q4 · 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 (100% of max)

100% of all-time peak
111 hedge funds hold FPF 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
+5 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 — 52% buying

53 buying49 selling
Last quarter: 53 funds bought or added vs 49 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 16 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
70 out of 111 hedge funds have held FPF 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.
💎

Buying through price weakness — shares -5%, value -59%

Value
-59%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -59%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

18 → 10 → 16 → 17 → 17 new funds/Q
New funds entering each quarter: 10 → 16 → 17 → 17. A growing number of institutions are discovering FPF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Of 111 current holders: 71 (64%) 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 — 72% AUM from top-100 funds

72% from top-100 AUM funds
9 of 111 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in FPF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: FPF

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

Market Analysis: FPF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPF

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: FPF
2026 Q1 Stats Unlock in 22 days 111 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 111 111 -
13F Shares 18M 19M -5.1%
Total Value $337M $825M -59.15%
New Positions 17 17 -
Increased Positions 36 33 +3
Closed Positions 17 11 +6
Reduced Positions 32 30 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FPF

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

111 + investors

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

Top 25 institutional holders of FPF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peak Planning Group, LLC 1.94% 397,793 $7.0M
2 Rareview Capital LLC 1.01% 91,917 $1.7M
3 Noble Wealth Management PBC 0.67% 75,117 $1.3M
4 Saxony Capital Management, LLC 0.28% 27,700 $488K
5 Gridiron Partners, LLC 0.21% 19,345 $338K
6 EJMK Ventures LLC 0.20% 20,161 $355K
7 Morey & Quinn Wealth Partners, LLC 0.19% 14,792 $261K
8 Onyx Bridge Wealth Group LLC 0.13% 67,940 $1.2M
9 RDA Financial Network 0.12% 28,269 $498K
10 Intellectus Partners, LLC 0.09% 26,221 $462K
11 Sterneck Capital Management, LLC 0.09% 10,878 $192K
12 CONSOLIDATED CAPITAL MANAGEMENT, LLC 0.08% 13,661 $241K
13 Magnus Financial Group LLC 0.06% 42,937 $757K
14 SeaCrest Wealth Management, LLC 0.05% 25,379 $447K
15 FIRST FINANCIAL CORP /IN/ 0.04% 5,933 $105K
16 PFG Investments, LLC 0.03% 41,112 $725K
17 GILL CAPITAL PARTNERS, LLC 0.03% 5,923 $104K
18 RVW Wealth, LLC 0.02% 17,849 $315K
19 Sowell Financial Services LLC 0.02% 36,388 $642K
20 WEDBUSH SECURITIES INC 0.02% 42,555 —
21 SILVER OAK SECURITIES, INCORPORATED 0.02% 15,152 $267K
22 OPPENHEIMER & CO INC 0.01% 67,262 $1.2M
23 UHLMANN PRICE SECURITIES, LLC 0.01% 11,488 $203K
24 Prospera Financial Services Inc 0.01% 46,464 $819K
25 Capital Investment Advisors, LLC 0.01% 39,666 $699K
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 INTER DURATN PFD & (FPF)

What does the Smart Money Trend signal show for FPF?

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 FPF?

Slight buying edge — 52% buying: Last quarter: 53 funds bought or added vs 49 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 FPF holders?

Elite ownership — 72% AUM from top-100 funds: 9 of 111 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in FPF. 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 FPF?

63% of holders stayed for 2+ years: 70 out of 111 hedge funds have held FPF 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.