Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXG)

113 + Investors. Track Smart Money conviction in FXG. 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
↑ +3
Streak
2Q ▲
Buyers last Q
45%

Smart Money Signals — FXG

Based on 113 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FXG 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 — 85% of 3.0Y peak

85% of all-time peak
113 funds currently hold this stock — 85% of the 3.0-year high of 133 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold FXG compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

44 buying53 selling
Last quarter: 53 funds reduced or exited vs 44 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 4 → 13 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 19% medium 16% new
74 out of 113 hedge funds have held FXG 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

12 → 14 → 4 → 13 → 16 new funds/Q
New funds entering each quarter: 14 → 4 → 13 → 16. 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.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 13% 1-2yr 19% new
Of 113 current holders: 77 (68%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
16 of 113 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FXG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — FXG

In 2026 Q1, 44 hedge funds were net buyers of FXG (16 opened a new position, 28 added to an existing one), while 53 reduced or exited (40 trimmed, 13 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in FXG 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: 113.

Hedge Fund Ownership: FXG

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

Market Analysis: FXG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXG

-- --

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

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

Signal Freshness measures how much FXG 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 · 80d ago
FXG
nan%
SPY
+13.9%

FXG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
FXG
nan%
SPY
+0.2%

Since the filing became public, FXG outperformed SPY by nan% .

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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: FXG
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 110 2.73%
13F Shares 2M 3M -23.24%
Total Value $121M $164M -26.48%
New Positions 16 13 +3
Increased Positions 28 29 -1
Closed Positions 13 10 +3
Reduced Positions 40 46 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXG

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Institutional Holders (2026 Q1)

113 + investors

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

QUARTER:
Top 25 FXG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Milestones Private Investment Advisors LLC 3.26% 58,095 $3.7M
2 Schrum Private Wealth Management LLC 0.73% 14,947 $952K
3 Worthington Financial Partners, LLC 0.53% 9,683 $617K
4 Pacific Sun Financial Corp 0.32% 10,218 $651K
5 Risk Paradigm Group, LLC 0.28% 5,179 $330K
6 Nova Wealth Management, Inc. 0.22% 5,278 $336K
7 Trueblood Wealth Management, LLC 0.21% 8,420 $537K
8 Proactive Wealth Strategies LLC 0.21% 17,258 $1.1M
9 Navellier & Associates Inc 0.14% 20,341 $1.3M
10 Madden Advisory Services, Inc. 0.11% 4,544 $290K
11 Stonebridge Financial Planning Group, LLC 0.09% 3,750 $239K
12 Independent Advisor Alliance 0.08% 122,894 $7.8M
13 Keating Financial Advisory Services, Inc. 0.08% 7,394 $471K
14 Global View Capital Management LLC 0.07% 4,258 $271K
15 RPg Family Wealth Advisory, LLC 0.07% 5,329 $340K
16 Regal Investment Advisors LLC 0.06% 17,239 $1.1M
17 Bellevue Asset Management, LLC 0.06% 1,840 $117K
18 Park Square Financial Group, LLC 0.06% 119 $8K
19 DHJJ Financial Advisors, Ltd. 0.04% 1,779 $113K
20 Ameriflex Group, INC. 0.04% 1,090 $69K
21 Signature Estate & Investment Advisors LLC 0.03% 25,499 $1.6M
22 PGIM Custom Harvest LLC 0.03% 28,269 $1.8M
23 Gts Securities LLC 0.02% 11,006 $701K
24 Meridian Wealth Management, LLC 0.02% 10,029 $639K
25 City State Bank 0.02% 1,000 $64K
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 (FXG)

What does the Smart Money Trend signal show for FXG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FXG 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 FXG?

More sellers than buyers — 45% buying: Last quarter: 53 funds reduced or exited vs 44 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 FXG holders?

Elite ownership — 52% AUM from top-100 funds: 16 of 113 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FXG. 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 FXG?

65% of holders stayed for 2+ years: 74 out of 113 hedge funds have held FXG 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 (FXG) following the 2026 Q1 hedge fund 13F filings?

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

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