Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FSIG)

154 + Investors. Track Smart Money conviction in FSIG. 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
59%

Smart Money Signals — FSIG

Based on 156 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
156 hedge funds hold FSIG 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 — +8% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

97 buying68 selling
Last quarter: 97 funds bought or added vs 68 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 14 → 26 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 29% medium 20% new
79 out of 156 hedge funds have held FSIG 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

14 → 18 → 14 → 26 → 22 new funds/Q
New funds entering each quarter: 18 → 14 → 26 → 22. A growing number of institutions are discovering FSIG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 25% newcomers

51% veterans 24% 1-2yr 25% new
Entry-cohort mix of 156 holders: 80 (51%) are 2+ year veterans, 37 entered 1–2 years ago, and 39 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
14 of 156 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in FSIG. 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.

Institutional Sentiment Summary — FSIG

In 2026 Q1, 97 hedge funds were net buyers of FSIG (22 opened a new position, 75 added to an existing one), while 68 reduced or exited (46 trimmed, 22 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 68% of total institutional value in FSIG 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: 156.

Hedge Fund Ownership: FSIG

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

Market Analysis: FSIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSIG

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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 (FSIG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FSIG 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 · 85d ago
FSIG
-0.1%
SPY
+14.9%

FSIG outperformed SPY by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
FSIG
+0.1%
SPY
+1.1%

Since the filing became public, FSIG outperformed SPY by -1.0% .

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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: FSIG
154 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 154 156 -1.28%
13F Shares 51M 49M 4.04%
Total Value $951M $971M -2.07%
New Positions 22 26 -4
Increased Positions 74 66 +8
Closed Positions 24 16 +8
Reduced Positions 45 51 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FSIG

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Institutional Holders (2026 Q1)

154 + investors

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

QUARTER:
Top 25 FSIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Square Financial Group, LLC 5.26% 36,573 $693K
2 Altium Investment Strategies LLC 3.43% 61,340 $1.2M
3 Csenge Advisory Group 1.82% 2,103,560 $39.8M
4 Pacific Excel Wealth Advisors, Inc. 1.61% 80,875 $1.5M
5 Fsb Premier Wealth Management, INC. 0.79% 133,302 $2.5M
6 TCP Asset Management, LLC 0.70% 288,274 $5.5M
7 True Blue Financial, LLC 0.68% 45,733 $866K
8 Archer Investment Corp 0.51% 126,970 $2.4M
9 Kmg Fiduciary Partners, LLC 0.48% 340,507 $6.4M
10 Winebrenner Capital Management LLC 0.46% 37,493 $710K
11 WealthBridge Capital Management, LLC 0.39% 88,624 $1.7M
12 Stenger Family Office, LLC 0.38% 112,328 $2.1M
13 Platform Technology Partners 0.36% 99,598 $1.9M
14 Iams Wealth Management, LLC 0.33% 50,566 $958K
15 Insight Advisors, LLC/ PA 0.31% 85,001 $1.6M
16 Balefire, LLC 0.30% 83,301 $1.6M
17 Center for Financial Planning, Inc. 0.26% 131,770 $2.5M
18 Twin Peaks Wealth Advisors, LLC 0.25% 51,907 $983K
19 BAM Wealth Management, LLC 0.24% 16,662 $316K
20 Sequent Planning LLC 0.23% 51,285 $971K
21 Crusonia Wealth Advisors LLC 0.22% 55,709 $1.1M
22 Milestones Private Investment Advisors LLC 0.21% 12,539 $237K
23 Harvest Investment Services, LLC 0.20% 58,915 $1.1M
24 Leigh Baldwin & CO., LLC 0.16% 13,368 $253K
25 Accurate Wealth Management, LLC 0.14% 61,876 $1.2M
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 (FSIG)

What does the Smart Money Trend signal show for FSIG?

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 FSIG?

Slight buying edge — 59% buying: Last quarter: 97 funds bought or added vs 68 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 FSIG holders?

Elite ownership — 68% AUM from top-100 funds: 14 of 156 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in FSIG. 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 FSIG?

51% of holders stayed for 2+ years: 79 out of 156 hedge funds have held FSIG 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 (FSIG) following the 2026 Q1 hedge fund 13F filings?

As of today, FSIG has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), FSIG has gained -0.1% vs +14.9% 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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