Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FVC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
36%

Smart Money Signals — FVC

Based on 50 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FVC 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
50 funds currently hold this stock — 93% of the 3.0-year high of 54 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold FVC compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 36% buying

15 buying27 selling
Last quarter: 27 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 0 → 4 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 16% medium ■ 10% new
37 out of 50 hedge funds have held FVC 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.
➡️

Steady discovery — ~7 new funds/quarter

5 → 4 → 0 → 4 → 7 new funds/Q
New funds entering each quarter: 4 → 0 → 4 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 78% veterans vs 16% newcomers

■ 78% veterans ■ 6% 1-2yr ■ 16% new
Entry-cohort mix of 50 holders: 39 (78%) are 2+ year veterans, 3 entered 1–2 years ago, and 8 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
10 of 50 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FVC. 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 — FVC

In 2026 Q1, 15 hedge funds were net buyers of FVC (7 opened a new position, 8 added to an existing one), while 27 reduced or exited (23 trimmed, 4 sold completely) — a 36% buyer ratio, indicating net institutional distribution. 60% of total institutional value in FVC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 50.

Hedge Fund Ownership: FVC

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

Market Analysis: FVC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FVC

-- --

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

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

Signal Freshness measures how much FVC 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 · 78d ago
FVC
+18.9%
SPY
+15.9%

FVC outperformed SPY by +3.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FVC
+3.0%
SPY
+2.0%

Since the filing became public, FVC 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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FVC
50 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 50 47 6.38%
13F Shares 2M 2M -4.32%
Total Value $54M $61M -11.29%
New Positions 7 4 +3
Increased Positions 8 8 -
Closed Positions 4 4 -
Reduced Positions 23 23 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FVC

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)

50 + investors

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

QUARTER:
Top 25 FVC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sun Financial Inc 0.47% 23,241 $943K
2 Trueblood Wealth Management, LLC 0.21% 15,686 $546K
3 World Equity Group, INC. 0.15% 17,017 $593K
4 Prospera Financial Services Inc 0.14% 257,964 $9.0M
5 PCG Wealth Advisors, LLC 0.13% 15,068 $525K
6 Holos Integrated Wealth LLC 0.12% 6,901 $244K
7 Proactive Wealth Strategies LLC 0.11% 16,709 $582K
8 Element Pointe Advisors, LLC 0.05% 7,787 $271K
9 MTM Investment Management, LLC 0.03% 2,388 $83K
10 Nbt Bank N A /Ny 0.03% 11,055 $385K
11 Keystone Financial Group 0.02% 10,280 $358K
12 Geneos Wealth Management Inc. 0.02% 29,640 $1.0M
13 Private Trust Co NA 0.01% 3,442 $120K
14 WealthShield Partners, LLC 0.01% 2,437 $85K
15 Oppenheimer & Co Inc 0.01% 19,875 $692K
16 Founders Financial Alliance, LLC 0.01% 1,248 $43K
17 Atria Investments, Inc 0.01% 16,907 $589K
18 Chicago Partners Investment Group LLC 0.00% 5,937 $222K
19 Advisortrust Partners, LLC 0.00% 331 $12K
20 Private Advisor Group, LLC 0.00% 18,462 $643K
21 Kestra Advisory Services, LLC 0.00% 16,024 $558K
22 LPL Financial LLC 0.00% 227,339 $7.9M
23 Key FInancial Inc 0.00% 221 $8K
24 Wells Fargo & Company/Mn 0.00% 181,165 $6.3M
25 Western Wealth Management, LLC 0.00% 778 $27K
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 (FVC)

What does the Smart Money Trend signal show for FVC?

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

Heavy selling pressure — only 36% buying: Last quarter: 27 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FVC holders?

Elite ownership — 60% AUM from top-100 funds: 10 of 50 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FVC. 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 FVC?

74% of holders stayed for 2+ years: 37 out of 50 hedge funds have held FVC 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 (FVC) following the 2026 Q1 hedge fund 13F filings?

As of today, FVC has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), FVC has gained +18.9% vs +15.9% 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.

Full history →