FIRST TR EXCHNG TRADED FD VI (FSEP): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCHNG TRADED FD VI (FSEP)

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

Smart Money Signals — FSEP

Based on 145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added FSEP 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

145 hedge funds hold FSEP 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 — +16% more funds vs a year ago

fund count last 6Q

+20 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

74 buying56 selling

Last quarter: 74 funds bought or added vs 56 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 — ~23 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 14 → 26 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 34% medium ■ 25% new

59 out of 145 hedge funds have held FSEP 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.

🚀

Acceleration phase — new buyers rushing in

26 → 13 → 14 → 26 → 23 new funds/Q

New funds entering each quarter: 13 → 14 → 26 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 21% 1-2yr ■ 34% new

Of 145 current holders: 65 (45%) 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.

📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds

9 of 145 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	145	136	6.62%
13F Shares	5M	5M	-1.11%
Total Value	$277M	$275M	0.74%
New Positions	23	26	-3
Increased Positions	51	56	-5
Closed Positions	14	12	+2
Reduced Positions	42	31	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

145

136

6.62%

13F Shares

-1.11%

Total Value

$277M

$275M

0.74%

New Positions

-3

Increased Positions

-5

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

145 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of FSEP — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BAM Wealth Management, LLC	3.21%	85,378	$4.3M
2	LEGACY SOLUTIONS, LLC	1.08%	23,088	$1.2M
3	FWG Investments, LLC.	0.92%	28,875	$1.5M
4	Wealthcare Advisory Partners LLC	0.72%	733,902	$36.9M
5	ERn Financial, LLC	0.41%	43,025	$2.2M
6	ARBOR CAPITAL MANAGEMENT INC /ADV	0.32%	7,549	$387K
7	Accel Wealth Management	0.30%	23,180	$1.2M
8	Strategic Blueprint, LLC	0.30%	103,767	$5.2M
9	DHJJ Financial Advisors, Ltd.	0.29%	17,587	$885K
10	ACT Advisors, LLC.	0.27%	12,468	$628K
11	Chris Bulman Inc	0.26%	11,585	$583K
12	Catalina Capital Group, LLC	0.23%	7,766	$391K
13	TFB Advisors LLC	0.22%	8,297	$418K
14	SWMG, LLC	0.20%	13,621	$686K
15	Fragasso Financial Advisors Inc	0.19%	61,298	$3.1M
16	Noble Wealth Management PBC	0.15%	6,040	$304K
17	Share Andrew L.	0.14%	6,000	$302K
18	Signal Advisors Wealth, LLC	0.13%	37,727	$1.9M
19	Octavia Wealth Advisors, LLC	0.12%	24,451	$1.2M
20	BEACON FINANCIAL GROUP	0.09%	18,502	$954K
21	Ignite Planners, LLC	0.09%	12,017	$605K
22	FOUNDERS FINANCIAL SECURITIES LLC	0.09%	28,755	$1.5M
23	McKinley Carter Wealth Services, Inc.	0.08%	26,406	$1.3M
24	Clear Creek Financial Management, LLC	0.07%	19,179	$965K
25	SILVER OAK SECURITIES, INCORPORATED	0.07%	18,865	$949K

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 EXCHNG TRADED FD VI (FSEP)

What does the Smart Money Trend signal show for FSEP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FSEP 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 FSEP?

Slight buying edge — 57% buying: Last quarter: 74 funds bought or added vs 56 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 FSEP holders?

Smaller funds dominant — 15% AUM from top-100: 9 of 145 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FSEP?

41% of holders stayed for 2+ years: 59 out of 145 hedge funds have held FSEP 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.

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FIRST TR EXCHNG TRADED FD VI (FSEP)

Smart Money Signals — FSEP

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~23 new funds per quarter

41% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 45% of holders stayed 2+ years

Smaller funds dominant — 15% AUM from top-100

Hedge Fund Ownership: FSEP

Market Analysis: FSEP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FSEP

Hedge Fund Positioning: FSEP

Statistics: FSEP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCHNG TRADED FD VI (FSEP)

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