Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchange-Traded Fd (FXH)

250 + Investors. Track Smart Money conviction in FXH. 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
↑ +17
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — FXH

Based on 255 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FXH 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
255 hedge funds hold FXH 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 — +15% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 55% buying

112 buying90 selling
Last quarter: 112 funds bought or added vs 90 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new FXH position: 17 → 38 → 26 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 17% new
167 out of 255 hedge funds have held FXH 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

16 → 17 → 38 → 26 → 39 new funds/Q
New funds entering each quarter: 17 → 38 → 26 → 39. A growing number of institutions are discovering FXH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 18% new
Entry-cohort mix of 255 holders: 175 (69%) are 2+ year veterans, 34 entered 1–2 years ago, and 46 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
21 of 253 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in FXH. 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 — FXH

In 2026 Q2, 112 hedge funds were net buyers of FXH (39 opened a new position, 73 added to an existing one), while 90 reduced or exited (68 trimmed, 22 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in FXH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 255.

Hedge Fund Ownership: FXH

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

Market Analysis: FXH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXH

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: FXH
2026 Q3 Stats Unlock in 42 days 250 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 250 238 5.04%
13F Shares 4M 4M 5.95%
Total Value $503M $425M 18.49%
New Positions 37 26 +11
Increased Positions 73 56 +17
Closed Positions 23 24 -1
Reduced Positions 68 88 -20
Total Calls 0 0 -
Total Puts 2 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXH

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Institutional Holders (2026 Q2)

250 + investors

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

QUARTER:
Top 25 FXH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paller Financial Services Inc 3.02% 32,992 $4.0M
2 Prasad Wealth Partners, LLC 2.47% 83,752 $10.3M
3 SFI Advisors, LLC 1.65% 15,592 $1.9M
4 Schrum Private Wealth Management LLC 1.37% 12,718 $1.3M
5 Perryman Financial Advisory Inc /Ad 1.21% 74,544 $9.1M
6 Holistic Financial Partners 1.14% 15,279 $1.9M
7 Morey & Quinn Wealth Partners, LLC 0.87% 11,104 $1.4M
8 PCG Wealth Advisors, LLC 0.71% 25,948 $3.2M
9 Advisory Advocates, LLC 0.70% 6,700 $820K
10 Worthington Financial Partners, LLC 0.53% 5,243 $642K
11 Cathy Pareto & Associates, Inc 0.42% 5,864 $718K
12 ABLE Financial Group, LLC 0.41% 19,911 $2.4M
13 Centerpoint Advisory Group 0.35% 4,463 $546K
14 Risk Paradigm Group, LLC 0.32% 3,300 $404K
15 Financial Advisory Corp 0.31% 18,978 $2.3M
16 Security Financial Services, INC. 0.26% 15,079 $1.8M
17 Novak & Powell Financial Services, Inc. 0.26% 4,431 $542K
18 Gentry Private Wealth, LLC 0.25% 3,925 $480K
19 Wagner Wealth Management, LLC 0.23% 10,074 $1.2M
20 Alliance Wealth Advisors, LLC 0.23% 5,697 $697K
21 Silver Grove Financial Group, Inc. 0.21% 3,212 $393K
22 Spectrum Wealth Advisory Group, LLC 0.20% 5,769 $706K
23 Dominguez Wealth Management Solutions, Inc. 0.18% 2,681 $328K
24 Kmt Wealth Management, LLC 0.18% 1,726 $211K
25 Kingsbury Capital Investment Advisors LLC 0.18% 1,726 $211K
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 (FXH)

What does the Smart Money Trend signal show for FXH?

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

Slight buying edge — 55% buying: Last quarter: 112 funds bought or added vs 90 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FXH holders?

Elite ownership — 57% AUM from top-100 funds: 21 of 253 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in FXH. 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 FXH?

65% of holders stayed for 2+ years: 167 out of 255 hedge funds have held FXH 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.

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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