Stock Analysis

FIRST TR EXCHANGE TRADED FD (FXD)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
5Q ▼
Buyers last Q
33%

Smart Money Signals — FXD

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
100 funds currently hold this stock — 76% of the 3.0-year high of 132 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
27 fewer hedge funds hold this stock compared to a year ago (-21% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🔴

Heavy selling pressure — only 33% buying

28 buying56 selling
Last quarter: 56 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 16 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

78% of holders stayed for 2+ years

78% conviction (2yr+) 10% medium 12% new
78 out of 100 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
📊

Peak discovery — momentum slowing

11 → 14 → 16 → 10 → 11 new funds/Q
New funds entering each quarter: 14 → 16 → 10 → 11. The stock is well-known in the hedge fund world but new entries are declining. The easy phase of institutional discovery may be behind us.
🏛️

Deep conviction — 82% of holders stayed 2+ years

82% veterans 7% 1-2yr 11% new
Of 100 current holders: 82 (82%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
15 of 100 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in this stock. When the biggest players hold the majority of a position, it reflects deep institutional conviction — large funds have the most resources for due diligence and the most at stake.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

Hedge Fund Ownership: FXD

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

Market Analysis: FXD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXD

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Hedge Fund Positioning: FXD
100 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: FXD

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Institutional Holders (2025 Q4)
100 + investors

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

Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed