Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Inter Duratn Pfd & (FPF)

119 + Investors. Track Smart Money conviction in FPF. 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
↑ +5
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — FPF

Based on 120 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FPF 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
120 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 — +13% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

57 buying39 selling
Last quarter: 57 funds bought or added vs 39 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 17 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 22% medium 15% new
75 out of 120 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.
➡️

Steady discovery — ~18 new funds/quarter

11 → 16 → 17 → 17 → 18 new funds/Q
New funds entering each quarter: 16 → 17 → 17 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

67% veterans 14% 1-2yr 19% new
Entry-cohort mix of 120 holders: 80 (67%) are 2+ year veterans, 17 entered 1–2 years ago, and 23 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 80% AUM from top-100 funds

80% from top-100 AUM funds
13 of 120 holders are among the 100 largest funds by AUM, controlling 80% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — FPF

In 2026 Q1, 57 hedge funds were net buyers of FPF (18 opened a new position, 39 added to an existing one), while 39 reduced or exited (26 trimmed, 13 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 80% of total institutional value in FPF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 120.

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

-- --

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

Is It Too Late to Buy First Tr Inter Duratn Pfd & (FPF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FPF has moved relative to its sector benchmark (XLF) 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 · 77d ago
FPF
+1.8%
XLF
+1220.3%

FPF outperformed XLF by -1218.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FPF
-0.1%
XLF
+4.8%

Since the filing became public, FPF outperformed XLF by -4.9% .

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: FPF
119 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 115 3.48%
13F Shares 19M 18M 3.18%
Total Value $299M $337M -11.54%
New Positions 18 17 +1
Increased Positions 39 37 +2
Closed Positions 14 17 -3
Reduced Positions 25 32 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FPF

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Institutional Holders (2026 Q1)

119 + investors

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

QUARTER:
Top 25 FPF holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Alessandra Capital Management, LLC 0.58% 35,000 $652K
5 Shaker Financial Services, LLC 0.42% 68,010 $1.2M
6 Saxony Capital Management, LLC 0.28% 27,700 $488K
7 Delta Capital Management LLC 0.23% 24,040 $424K
8 Gridiron Partners, LLC 0.21% 19,345 $338K
9 EJMK Ventures LLC 0.20% 20,161 $355K
10 Morey & Quinn Wealth Partners, LLC 0.19% 14,792 $261K
11 Mgo One Seven LLC 0.14% 391,175 $6.9M
12 Onyx Bridge Wealth Group LLC 0.13% 67,940 $1.2M
13 RDA Financial Network 0.12% 28,269 $498K
14 Intellectus Partners, LLC 0.09% 26,221 $462K
15 Sterneck Capital Management, LLC 0.09% 10,878 $192K
16 Consolidated Capital Management, LLC 0.08% 13,661 $241K
17 Magnus Financial Group LLC 0.06% 42,937 $757K
18 Ethos Financial Group, LLC 0.05% 35,464 $661K
19 SeaCrest Wealth Management, LLC 0.05% 25,379 $447K
20 Centaurus Financial, INC. 0.05% 56,428 $995K
21 First Financial Corp /In/ 0.04% 5,933 $105K
22 Hennion & Walsh Asset Management, Inc. 0.04% 64,833 $1.1M
23 PFG Investments, LLC 0.03% 41,112 $725K
24 Pine Valley Investments Ltd Liability Co 0.03% 39,099 $689K
25 International Assets Investment Management, LLC 0.03% 25,223 $445K
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?

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

Slight buying edge — 59% buying: Last quarter: 57 funds bought or added vs 39 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 — 80% AUM from top-100 funds: 13 of 120 holders are among the 100 largest funds by AUM, controlling 80% 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?

62% of holders stayed for 2+ years: 75 out of 120 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.

Is it too late to buy First Tr Inter Duratn Pfd & (FPF) following the 2026 Q1 hedge fund 13F filings?

As of today, FPF has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.9%. Since the quarter end (March 31, 2026), FPF has gained +1.8% vs +1220.3% for XLF. 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.

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