Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FXL)

247 + Investors. Track Smart Money conviction in FXL. 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
↑ +16
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — FXL

Based on 245 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FXL 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
245 hedge funds hold FXL 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 — +6% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

81 buying88 selling
Last quarter: 88 funds reduced or exited vs 81 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new FXL position: 17 → 37 → 22 → 31. 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+) 20% medium 15% new
159 out of 245 hedge funds have held FXL 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.
💎

Buying through price weakness — shares +32%, value +15%

Value
+14%
Shares
+32%
Last quarter: funds added +32% more shares while total portfolio value only changed +15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~31 new funds/quarter

36 → 17 → 37 → 22 → 31 new funds/Q
New funds entering each quarter: 17 → 37 → 22 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 13% 1-2yr 21% new
Of 247 current holders: 163 (66%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
16 of 245 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FXL. 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.

Hedge Fund Ownership: FXL

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

Market Analysis: FXL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: FXL
2026 Q1 Stats Unlock in 22 days 247 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 247 231 6.93%
13F Shares 6M 5M 32.18%
Total Value $939M $819M 14.67%
New Positions 32 22 +10
Increased Positions 51 50 +1
Closed Positions 15 26 -11
Reduced Positions 73 84 -11
Total Calls 2 1 100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: FXL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

247 + investors

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

Top 25 institutional holders of FXL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Genesee Capital Advisors, LLC 7.67% 115,214 $18.3M
2 Choice Wealth Advisors LLC 3.58% 57,375 $9.1M
3 RVW Wealth, LLC 0.76% 61,631 $9.8M
4 Worthington Financial Partners, LLC 0.58% 4,264 $677K
5 Morey & Quinn Wealth Partners, LLC 0.55% 4,887 $776K
6 RCW Management, LLC 0.48% 2,935 $466K
7 Vigil Wealth Management, LLC 0.32% 2,513 $399K
8 TCFG WEALTH MANAGEMENT, LLC 0.26% 4,442 $706K
9 Peak Planning Group, LLC 0.21% 4,741 $753K
10 RF&L WEALTH MANAGEMENT, LLC 0.19% 1,625 $258K
11 Clarus Wealth Advisors 0.19% 2,641 $434K
12 REDSTONE WEALTH MANAGEMENT, LLC 0.18% 1,437 $228K
13 CX Institutional 0.13% 27,019 $4K
14 TradeWell Securities, LLC. 0.12% 1,722 $274K
15 TrueWealth Advisors, LLC 0.11% 2,868 $456K
16 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.11% 1,699 $270K
17 Clear Creek Financial Management, LLC 0.09% 7,552 $1.2M
18 Quantum Private Wealth, LLC 0.07% 1,500 $238K
19 Harbor Asset Planning, Inc. 0.07% 506 $80K
20 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% 30,087 $4.8M
21 CoreCap Advisors, LLC 0.05% 9,823 $1.6M
22 Elser Financial Planning, Inc 0.05% 6,786 $1.1M
23 TruWealth Advisors, LLC 0.04% 5,462 $868K
24 ABLE Financial Group, LLC 0.04% 1,261 $200K
25 Tanglewood Legacy Advisors, LLC 0.04% 661 $105K
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 (FXL)

What does the Smart Money Trend signal show for FXL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FXL 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 FXL?

More sellers than buyers — 48% buying: Last quarter: 88 funds reduced or exited vs 81 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 FXL holders?

Elite ownership — 54% AUM from top-100 funds: 16 of 245 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FXL. 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 FXL?

65% of holders stayed for 2+ years: 159 out of 245 hedge funds have held FXL 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.