Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FVD)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
3Q ▲
Buyers last Q
43%

Smart Money Signals — FVD

Based on 632 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FVD 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
632 hedge funds hold FVD 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 — +11% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

251 buying327 selling
Last quarter: 327 funds reduced or exited vs 251 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 (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 46 → 84 → 67. 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.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 20% medium 18% new
396 out of 632 hedge funds have held FVD 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.
🚀

Acceleration phase — new buyers rushing in

48 → 44 → 46 → 84 → 67 new funds/Q
New funds entering each quarter: 44 → 46 → 84 → 67. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

63% veterans 15% 1-2yr 22% new
Entry-cohort mix of 633 holders: 397 (63%) are 2+ year veterans, 95 entered 1–2 years ago, and 141 (22%) 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
23 of 632 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FVD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — FVD

In 2026 Q1, 251 hedge funds were net buyers of FVD (67 opened a new position, 184 added to an existing one), while 327 reduced or exited (286 trimmed, 41 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in FVD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 632.

Hedge Fund Ownership: FVD

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

Market Analysis: FVD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FVD

-- --

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

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

Signal Freshness measures how much FVD 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 · 79d ago
FVD
+1.7%
SPY
+13.9%

FVD outperformed SPY by -12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FVD
+2.6%
SPY
+0.2%

Since the filing became public, FVD outperformed SPY by +2.4% .

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.

22 top-rated funds 15 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FVD
626 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 626 606 3.3%
13F Shares 110M 116M -5.64%
Total Value $5.03B $5.34B -5.9%
New Positions 65 84 -19
Increased Positions 184 180 +4
Closed Positions 45 48 -3
Reduced Positions 282 250 +32
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FVD

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)

626 + investors

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

QUARTER:
Top 25 FVD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Plus Group Wealth Advisors LLC 9.30% 179,708 $8.5M
2 Solano Wealth Investment Advisors LLC 9.15% 390,392 $18.4M
3 Claris Financial LLC 6.42% 244,382 $11.3M
4 Center for Wealth Management Advisory 5.78% 170,067 $7.8M
5 Stonehaven Wealth & Tax Solutions, LLC 4.32% 103,752 $4.9M
6 New England Private Wealth Advisors LLC 4.15% 763,623 $35.9M
7 Holistic Financial Partners 4.08% 233,337 $11.0M
8 WealthCare Investment Partners, LLC 4.01% 307,314 $14.5M
9 BlueChip Wealth Advisors LLC 3.68% 178,162 $8.4M
10 Intellus Advisors LLC 3.55% 552,985 $26.0M
11 Cherry Creek Investment Advisors, Inc. 3.54% 173,179 $8.1M
12 IFS Group,LLC 3.41% 81,471 $3.8M
13 Petix & Botte Co 3.40% 324,767 $15.3M
14 Hobart Private Capital, LLC 3.29% 356,142 $16.7M
15 Concentrum Wealth Management 2.92% 210,440 $9.9M
16 Kraematon Investment Advisors, Inc 2.84% 74,120 $3.5M
17 Towerpoint Wealth, LLC 2.77% 146,006 $6.9M
18 Worthington Financial Partners, LLC 2.64% 65,367 $3.1M
19 Higgins & Schmidt Wealth Strategies LLC 2.51% 116,919 $5.5M
20 Cottonwood Capital Advisors, LLC 2.50% 75,488 $3.6M
21 1776 Wealth LLC 2.50% 135,015 $6.3M
22 Golden State Wealth Management, LLC 2.48% 483,139 $22.7M
23 Morey & Quinn Wealth Partners, LLC 2.43% 72,612 $3.4M
24 Beacon Financial Advisory LLC 2.38% 224,352 $10.6M
25 Troutman Wealth Management, LLC 2.26% 57,511 $2.7M
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 (FVD)

What does the Smart Money Trend signal show for FVD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FVD 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 FVD?

More sellers than buyers — 43% buying: Last quarter: 327 funds reduced or exited vs 251 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 FVD holders?

Elite ownership — 54% AUM from top-100 funds: 23 of 632 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FVD. 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 FVD?

63% of holders stayed for 2+ years: 396 out of 632 hedge funds have held FVD 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 (FVD) following the 2026 Q1 hedge fund 13F filings?

As of today, FVD has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.4%. Since the quarter end (March 31, 2026), FVD has gained +1.7% vs +13.9% 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 →