Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FPXI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — FPXI

Based on 75 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 FPXI 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.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
75 funds currently hold this stock — 85% of the 3.0-year high of 88 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+7 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 — 51% buying

35 buying33 selling
Last quarter: 35 funds bought or added vs 33 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new FPXI position: 8 → 8 → 6 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 19% medium ■ 11% new
53 out of 75 hedge funds have held FPXI 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

7 → 8 → 8 → 6 → 14 new funds/Q
New funds entering each quarter: 8 → 8 → 6 → 14. A growing number of institutions are discovering FPXI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 80% veterans vs 13% newcomers

■ 80% veterans ■ 7% 1-2yr ■ 13% new
Entry-cohort mix of 75 holders: 60 (80%) are 2+ year veterans, 5 entered 1–2 years ago, and 10 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
15 of 75 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in FPXI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — FPXI

In 2026 Q1, 35 hedge funds were net buyers of FPXI (14 opened a new position, 21 added to an existing one), while 33 reduced or exited (26 trimmed, 7 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 66% of total institutional value in FPXI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 75.

Hedge Fund Ownership: FPXI

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

Market Analysis: FPXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPXI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: FPXI
92 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 92 75 22.67%
13F Shares 3M 2M 106.79%
Total Value $289M $98M 195.52%
New Positions 30 14 +16
Increased Positions 25 21 +4
Closed Positions 13 7 +6
Reduced Positions 23 26 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FPXI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

92 + investors

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

QUARTER:
Top 25 FPXI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 2.77% 38,282 $3.2M
2 Northbridge Financial Group, LLC 1.07% 33,462 $2.8M
3 WealthCare Investment Partners, LLC 0.72% 35,606 $3.0M
4 Twin Peaks Wealth Advisors, LLC 0.66% 34,965 $2.9M
5 True Blue Financial, LLC 0.45% 12,749 $1.1M
6 Concurrent Investment Advisors, LLC 0.29% 409,072 $34.3M
7 Clear Point Advisors Inc. 0.26% 3,449 $289K
8 Synergy Asset Management, LLC 0.23% 29,426 $2.5M
9 Meridian Financial Advisors, LLC 0.22% 5,463 $457K
10 Asset Allocation Strategies LLC 0.19% 14,756 $1.2M
11 Impact Partnership Wealth, LLC 0.14% 17,373 $1.5M
12 Columbia Advisory Partners LLC 0.11% 2,481 $208K
13 Accel Wealth Management 0.09% 4,680 $392K
14 National Wealth Management Group, LLC 0.08% 2,974 $249K
15 Integrity Financial Corp /WA 0.07% 1,710 $143K
16 Advisory Services Network, LLC 0.05% 52,796 $4.4M
17 Transamerica Financial Advisors, LLC 0.05% 6,987 $585K
18 First Trust Advisors LP 0.04% 842,208 $70.5M
19 CoreCap Advisors, LLC 0.04% 16,003 $1.3M
20 Vise Technologies, Inc. 0.04% 40,685 $3.4M
21 &Partners 0.04% 108,128 $9.0M
22 Arkadios Wealth Advisors 0.04% 28,244 $2.4M
23 MCF Advisors LLC 0.03% 11,030 $924K
24 Kingsview Wealth Management, LLC 0.02% 23,847 $2.0M
25 NewEdge Advisors, LLC 0.02% 83,990 $7.0M
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 (FPXI)

What does the Smart Money Trend signal show for FPXI?

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

Slight buying edge — 51% buying: Last quarter: 35 funds bought or added vs 33 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 FPXI holders?

Elite ownership — 66% AUM from top-100 funds: 15 of 75 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in FPXI. 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 FPXI?

71% of holders stayed for 2+ years: 53 out of 75 hedge funds have held FPXI 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.

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