Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FPXE)

11 + Investors. Track Smart Money conviction in FPXE. 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
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — FPXE

Based on 11 hedge funds · latest filing: 2026 Q1 · 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
11 hedge funds hold FPXE 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 — +10% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

4 buying4 selling
Last quarter: 4 funds bought or added vs 4 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 — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 36% medium 18% new
5 out of 11 hedge funds have held FPXE 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.
📊

Peak discovery — momentum slowing

3 → 3 → 2 → 3 → 1 new funds/Q
New funds entering each quarter: 3 → 2 → 3 → 1. FPXE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 36% veterans, 45% new entrants

36% veterans 18% 1-2yr 45% new
Of 11 current holders: 4 (36%) held 2+ years, 2 held 1–2 years, 5 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
5 of 11 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in FPXE. 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.

Institutional Sentiment Summary — FPXE

In 2026 Q1, 4 hedge funds were net buyers of FPXE (1 opened a new position, 3 added to an existing one), while 4 reduced or exited (3 trimmed, 1 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 66% of total institutional value in FPXE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 11.

Hedge Fund Ownership: FPXE

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

Market Analysis: FPXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPXE

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

Is It Too Late to Buy First Tr Exchange-Traded Fd (FPXE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FPXE 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 · 77d ago
FPXE
+16.1%
SPY
+15.9%

FPXE outperformed SPY by +0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FPXE
+6.7%
SPY
+2.0%

Since the filing became public, FPXE outperformed SPY by +4.7% .

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
0.0
/ 10
conviction
Hedge Fund Positioning: FPXE
11 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 11 11 -
13F Shares 91K 125K -27.25%
Total Value $3M $4M -27.8%
New Positions 1 3 -2
Increased Positions 3 5 -2
Closed Positions 1 2 -1
Reduced Positions 3 0 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FPXE

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Institutional Holders (2026 Q1)

11 + investors

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

QUARTER:
Top 11 FPXE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Triad Wealth Partners, LLC 0.02% 8,386 $262K
2 REAP Financial Group, LLC 0.00% 532 $17K
3 Nbc Securities, INC. 0.00% 433 $14K
4 Cetera Investment Advisers 0.00% 21,446 $670K
5 Envestnet Asset Management Inc 0.00% 25,377 $793K
6 Harbour Investments, INC. 0.00% 433 $14K
7 Sound Income Strategies, LLC 0.00% 79 $3K
8 Susquehanna International Group, LLP 0.00% 26,216 $819K
9 Citadel Advisors LLC 0.00% 8,114 $253K
10 UBS Group AG 0.00% 7
11 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 Exchange-Traded Fd (FPXE)

What does the Smart Money Trend signal show for FPXE?

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 FPXE?

Slight buying edge — 50% buying: Last quarter: 4 funds bought or added vs 4 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 FPXE holders?

Elite ownership — 66% AUM from top-100 funds: 5 of 11 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in FPXE. 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 FPXE?

45% of holders stayed for 2+ years: 5 out of 11 hedge funds have held FPXE 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 Exchange-Traded Fd (FPXE) following the 2026 Q1 hedge fund 13F filings?

As of today, FPXE has moved +6.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), FPXE has gained +16.1% 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.

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