Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — FV

Based on 356 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FV 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
356 hedge funds hold FV 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 — +14% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

141 buying157 selling
Last quarter: 157 funds reduced or exited vs 141 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new FV position: 23 → 41 → 30 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
206 out of 356 hedge funds have held FV 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.
💰

Price up while funds trimmed (+21% value, -2% shares)

Value
+21%
Shares
-1%
Last quarter: total value of institutional FV holdings rose +21% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

30 → 23 → 41 → 30 → 53 new funds/Q
New funds entering each quarter: 23 → 41 → 30 → 53. A growing number of institutions are discovering FV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 357 holders: 218 (61%) are 2+ year veterans, 52 entered 1–2 years ago, and 87 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
21 of 356 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — FV

In 2026 Q2, 141 hedge funds were net buyers of FV (53 opened a new position, 88 added to an existing one), while 157 reduced or exited (138 trimmed, 19 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in FV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 356.

Hedge Fund Ownership: FV

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

Market Analysis: FV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FV

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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.

9 top-rated funds 7 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: FV
354 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 354 322 9.94%
13F Shares 33M 34M -1.83%
Total Value $2.45B $2.02B 21.15%
New Positions 52 30 +22
Increased Positions 88 85 +3
Closed Positions 20 35 -15
Reduced Positions 138 137 +1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FV

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Institutional Holders (2026 Q2)

354 + investors

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

QUARTER:
Top 25 FV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sard Wealth Management Group, LLC 17.37% 478,783 $36.3M
2 Proactive Wealth Strategies LLC 7.37% 604,871 $45.9M
3 Frederick Financial Consultants, LLC 6.97% 216,663 $16.4M
4 HFG Advisors, Inc. 6.85% 144,740 $11.0M
5 Madrona Financial Services, LLC 3.56% 254,309 $19.3M
6 Concentrum Wealth Management 3.23% 177,615 $13.5M
7 Qp Wealth Management, LLC 3.01% 27,794 $2.1M
8 Cushing Capital Partners, LLC 2.63% 50,397 $3.8M
9 Morey & Quinn Wealth Partners, LLC 2.58% 52,856 $4.0M
10 Muirfield Wealth Advisors LLC 2.56% 51,617 $3.9M
11 Fusion Capital, LLC 2.12% 120,396 $9.1M
12 Cottonwood Capital Advisors, LLC 1.61% 35,213 $2.7M
13 Strid Group, LLC 1.58% 187,639 $14.2M
14 TradeWell Securities, LLC. 1.46% 54,063 $4.1M
15 SkyOak Wealth, LLC 1.31% 105,819 $8.0M
16 Marshall Investment Management, LLC 1.26% 40,124 $3.0M
17 Forty-three Eighteen Advisors, LLC 1.11% 21,718 $1.6M
18 Lunt Capital Management, Inc. 1.10% 39,549 $3.0M
19 IFS Group,LLC 0.90% 8,597 $652K
20 Petix & Botte Co 0.83% 54,454 $4.1M
21 Ballew Advisors, Inc 0.69% 18,421 $1.3M
22 Trueblood Wealth Management, LLC 0.69% 26,013 $2.0M
23 Regal Investment Advisors LLC 0.68% 173,447 $13.2M
24 Prospera Financial Services Inc 0.66% 596,001 $45.2M
25 Cascade Investment Group, INC. 0.65% 15,314 $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 (FV)

What does the Smart Money Trend signal show for FV?

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

More sellers than buyers — 47% buying: Last quarter: 157 funds reduced or exited vs 141 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FV holders?

Elite ownership — 49% AUM from top-100 funds: 21 of 356 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FV. 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 FV?

58% of holders stayed for 2+ years: 206 out of 356 hedge funds have held FV 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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