FV Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy First Tr Exchange Traded Fd (FV) following the 2026 Q3 hedge fund 13F filings?

As of today, FV has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), FV gained -1.4% vs -1.1% 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.

First Tr Exchange Traded Fd (FV)

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

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%

-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 — 54% AUM from top-100 funds

54% from top-100 AUM funds

22 of 356 holders are among the 100 largest funds by AUM, controlling 54% 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.

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

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

+22

Increased Positions

Closed Positions

-15

Reduced Positions

138

137

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

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:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

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	14.09%	479,226	$35.2M
2	HFG Advisors, Inc.	6.90%	148,286	$10.9M
3	Frederick Financial Consultants, LLC	6.77%	222,184	$16.3M
4	Proactive Wealth Strategies LLC	6.75%	595,951	$43.7M
5	Madrona Financial Services, LLC	2.97%	261,274	$19.2M
6	Qp Wealth Management, LLC	2.97%	26,875	$2.0M
7	Concentrum Wealth Management	2.89%	187,688	$13.8M
8	Morey & Quinn Wealth Partners, LLC	2.57%	53,784	$3.9M
9	Muirfield Wealth Advisors LLC	2.47%	51,594	$3.8M
10	Cushing Capital Partners, LLC	2.22%	49,251	$3.6M
11	Fusion Capital, LLC	1.92%	119,556	$8.8M
12	Cottonwood Capital Advisors, LLC	1.56%	35,251	$2.6M
13	Strid Group, LLC	1.50%	187,331	$13.7M
14	TradeWell Securities, LLC.	1.30%	52,251	$3.8M
15	SkyOak Wealth, LLC	1.26%	105,608	$7.8M
16	Lunt Capital Management, Inc.	1.13%	40,441	$3.0M
17	Petix & Botte Co	0.84%	57,175	$4.2M
18	Prospera Financial Services Inc	0.68%	697,431	$52.3M
19	Trueblood Wealth Management, LLC	0.68%	26,158	$1.9M
20	Ballew Advisors, Inc	0.66%	17,999	$1.3M
21	Regal Investment Advisors LLC	0.64%	173,896	$12.8M
22	Redwood Family Wealth LLC	0.63%	9,776	$718K
23	Stablepoint Partners, LLC	0.62%	62,383	$4.6M
24	Cascade Investment Group, INC.	0.61%	15,093	$1.1M
25	Nicholson Wealth Management Group, LLC	0.57%	13,025	$956K

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 — 54% AUM from top-100 funds: 22 of 356 holders are among the 100 largest funds by AUM, controlling 54% 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.

Is it too late to buy First Tr Exchange Traded Fd (FV) following the 2026 Q3 hedge fund 13F filings?

As of today, FV has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), FV has gained -1.4% vs -1.1% 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.

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First Tr Exchange Traded Fd (FV)

Smart Money Signals — FV

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

More sellers than buyers — 47% buying

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

58% of holders stayed for 2+ years

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

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 24% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — FV

Hedge Fund Ownership: FV

Market Analysis: FV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FV

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

Hedge Fund Positioning: FV

Statistics: FV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Stocks with similar institutional ownership

Frequently Asked Questions — First Tr Exchange Traded Fd (FV)

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