Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXH)

235 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
42%

Smart Money Signals — FXH

Based on 238 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 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 (97% of max)

97% of all-time peak
238 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FXH is almost the same as a year ago (-5 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

82 buying111 selling
Last quarter: 111 funds reduced or exited vs 82 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 (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 17 → 37 → 26. 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.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 18% medium 14% new
162 out of 238 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.
🚀

Acceleration phase — new buyers rushing in

21 → 15 → 17 → 37 → 26 new funds/Q
New funds entering each quarter: 15 → 17 → 37 → 26. 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 — 68% veterans vs 16% newcomers

68% veterans 16% 1-2yr 16% new
Entry-cohort mix of 238 holders: 162 (68%) are 2+ year veterans, 38 entered 1–2 years ago, and 38 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
20 of 238 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 82 hedge funds were net buyers of FXH (26 opened a new position, 56 added to an existing one), while 111 reduced or exited (88 trimmed, 23 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in FXH 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: 238.

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

-- --

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

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

Signal Freshness measures how much FXH 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 · 81d ago
FXH
nan%
SPY
+15.1%

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

Since 13F Filing Date May 15, 2026 · 36d ago
FXH
nan%
SPY
+1.3%

Since the filing became public, FXH 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.

12 top-rated funds 2 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: FXH
235 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 235 235 -
13F Shares 4M 6M -29.29%
Total Value $423M $619M -31.77%
New Positions 26 37 -11
Increased Positions 55 57 -2
Closed Positions 26 18 +8
Reduced Positions 88 78 +10
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: FXH

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Institutional Holders (2026 Q1)

235 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paller Financial Services Inc 3.37% 37,105 $4.1M
2 Rockport Wealth LLC 2.89% 144,727 $15.9M
3 SFI Advisors, LLC 1.84% 15,941 $1.7M
4 Perryman Financial Advisory Inc /Ad 1.20% 72,811 $8.0M
5 Schrum Private Wealth Management LLC 0.96% 11,432 $1.3M
6 Holistic Financial Partners 0.92% 22,609 $2.5M
7 Morey & Quinn Wealth Partners, LLC 0.89% 11,458 $1.3M
8 Advisory Advocates, LLC 0.76% 6,700 $763K
9 Worthington Financial Partners, LLC 0.48% 5,134 $564K
10 Cathy Pareto & Associates, Inc 0.45% 6,111 $670K
11 Centerpoint Advisory Group 0.38% 4,613 $506K
12 PCG Wealth Advisors, LLC 0.38% 13,735 $1.5M
13 Financial Advisory Corp 0.29% 18,971 $2.1M
14 Risk Paradigm Group, LLC 0.28% 3,038 $333K
15 Silver Grove Financial Group, Inc. 0.28% 3,175 $349K
16 Alliance Wealth Advisors, LLC 0.27% 5,697 $625K
17 Gentry Private Wealth, LLC 0.27% 4,103 $450K
18 Novak & Powell Financial Services, Inc. 0.26% 4,451 $489K
19 Security Financial Services, INC. 0.26% 15,079 $1.7M
20 Wagner Wealth Management, LLC 0.24% 10,629 $1.2M
21 Spectrum Wealth Advisory Group, LLC 0.24% 5,769 $633K
22 Pacific Sun Financial Corp 0.18% 3,480 $382K
23 Dominguez Wealth Management Solutions, Inc. 0.18% 2,679 $294K
24 QTR Family Wealth, LLC 0.18% 3,690 $421K
25 Kingswood Wealth Advisors, LLC 0.17% 32,164 $3.5M
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 — 2 quarters in a row: For 2 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?

More sellers than buyers — 42% buying: Last quarter: 111 funds reduced or exited vs 82 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 FXH holders?

Elite ownership — 55% AUM from top-100 funds: 20 of 238 holders are among the 100 largest funds by AUM, controlling 55% 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?

68% of holders stayed for 2+ years: 162 out of 238 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.

Is it too late to buy First Tr Exchange-Traded Fd (FXH) following the 2026 Q1 hedge fund 13F filings?

As of today, FXH has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FXH has gained nan% vs +15.1% 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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