Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FV)

318 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — FV

Based on 321 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
321 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 — +5% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

115 buying172 selling
Last quarter: 172 funds reduced or exited vs 115 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 23 → 41 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 15% new
197 out of 321 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.
📈

Growing discovery — still being found

25 → 29 → 23 → 41 → 30 new funds/Q
New funds entering each quarter: 29 → 23 → 41 → 30. A growing number of institutions are discovering FV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 21% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Entry-cohort mix of 321 holders: 202 (63%) are 2+ year veterans, 52 entered 1–2 years ago, and 67 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
20 of 321 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.9
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.

Institutional Sentiment Summary — FV

In 2026 Q1, 115 hedge funds were net buyers of FV (30 opened a new position, 85 added to an existing one), while 172 reduced or exited (137 trimmed, 35 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in FV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 321.

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

-- --

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

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

Signal Freshness measures how much FV 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 · 82d ago
FV
+20.5%
SPY
+15.1%

FV outperformed SPY by +5.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
FV
+4.4%
SPY
+1.3%

Since the filing became public, FV outperformed SPY by +3.1% .

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.

14 top-rated funds 8 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: FV
318 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 318 326 -2.45%
13F Shares 34M 38M -9.45%
Total Value $2.02B $2.35B -13.97%
New Positions 30 41 -11
Increased Positions 84 92 -8
Closed Positions 38 23 +15
Reduced Positions 136 124 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

318 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sard Wealth Management Group, LLC 15.39% 468,254 $28.3M
2 Proactive Wealth Strategies LLC 6.92% 609,498 $36.8M
3 Frederick Financial Consultants, LLC 6.11% 203,280 $12.3M
4 HFG Advisors, Inc. 6.11% 143,684 $8.7M
5 Madrona Financial Services, LLC 3.27% 247,584 $15.0M
6 Concentrum Wealth Management 3.12% 174,859 $10.6M
7 Qp Wealth Management, LLC 2.87% 27,755 $1.7M
8 Muirfield Wealth Advisors LLC 2.27% 51,084 $3.1M
9 Morey & Quinn Wealth Partners, LLC 2.27% 52,818 $3.2M
10 Cushing Capital Partners, LLC 2.24% 48,256 $2.9M
11 Fusion Capital, LLC 1.96% 120,426 $7.3M
12 Cottonwood Capital Advisors, LLC 1.52% 35,736 $2.2M
13 Strid Group, LLC 1.48% 198,099 $12.0M
14 TradeWell Securities, LLC. 1.47% 56,423 $3.5M
15 Marshall Investment Management, LLC 1.30% 44,949 $2.7M
16 SkyOak Wealth, LLC 1.19% 107,748 $6.5M
17 Forty-three Eighteen Advisors, LLC 0.99% 21,718 $1.3M
18 Affinity Wealth Management LLC 0.95% 103,563 $6.3M
19 Lunt Capital Management, Inc. 0.94% 40,425 $2.4M
20 NewEdge Advisors, LLC 0.84% 252,798 $18.2M
21 Wagner Wealth Management, Corp 0.69% 12,677 $766K
22 Petix & Botte Co 0.68% 50,250 $3.0M
23 Ballew Advisors, Inc 0.66% 18,575 $1.2M
24 Colonial River Investments, LLC 0.64% 29,335 $1.8M
25 Cascade Investment Group, INC. 0.62% 15,579 $942K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FV?

More sellers than buyers — 40% buying: Last quarter: 172 funds reduced or exited vs 115 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 — 48% AUM from top-100 funds: 20 of 321 holders are among the 100 largest funds by AUM, controlling 48% 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?

61% of holders stayed for 2+ years: 197 out of 321 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 Q1 hedge fund 13F filings?

As of today, FV has moved +4.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), FV has gained +20.5% vs +15.1% 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.

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.

Full history →