Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
2Q ▲
Buyers last Q
71%

Smart Money Signals — FXN

Based on 140 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 FXN 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 (96% of max)

96% of all-time peak
140 hedge funds hold FXN 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

87 buying35 selling
Last quarter: 87 funds were net buyers (34 opened a brand new position + 53 added to an existing one). Only 35 were sellers (21 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new FXN position: 12 → 10 → 18 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
85 out of 140 hedge funds have held FXN 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.
💰

Value +633% but shares only +442% — price-driven

Value
+633%
Shares
+441%
Last quarter: the total dollar value of institutional holdings rose +633%, but actual share count only changed +442%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

13 → 12 → 10 → 18 → 34 new funds/Q
New funds entering each quarter: 12 → 10 → 18 → 34. 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 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 140 holders: 95 (68%) are 2+ year veterans, 16 entered 1–2 years ago, and 29 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds
18 of 140 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in FXN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — FXN

In 2026 Q1, 87 hedge funds were net buyers of FXN (34 opened a new position, 53 added to an existing one), while 35 reduced or exited (21 trimmed, 14 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 84% of total institutional value in FXN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 140.

Hedge Fund Ownership: FXN

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

Market Analysis: FXN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXN

-- --

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

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

Signal Freshness measures how much FXN 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 · 79d ago
FXN
-9.1%
SPY
+13.9%

FXN outperformed SPY by -23.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FXN
-6.6%
SPY
+0.2%

Since the filing became public, FXN outperformed SPY by -6.8% .

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 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: FXN
140 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 140 120 16.67%
13F Shares 45M 8M 441.54%
Total Value $1.01B $138M 633.17%
New Positions 34 18 +16
Increased Positions 53 26 +27
Closed Positions 14 10 +4
Reduced Positions 21 48 -27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

140 + investors

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

QUARTER:
Top 25 FXN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nilsine Partners, LLC 1.58% 939,896 $20.2M
2 Virtue Capital Management, LLC 1.24% 357,491 $8.1M
3 Crumly & Associates Inc. 0.91% 193,220 $4.3M
4 First Trust Advisors LP 0.48% 29,937,777 $672.4M
5 NewEdge Advisors, LLC 0.47% 241,040 $10.2M
6 Davis Investment Partners, LLC 0.46% 58,397 $1.3M
7 Element Wealth, LLC 0.41% 44,718 $1.0M
8 Cottonwood Capital Advisors, LLC 0.34% 21,283 $478K
9 Risk Paradigm Group, LLC 0.34% 17,495 $393K
10 TriaGen Wealth Management LLC 0.30% 49,595 $1.1M
11 Realta Investment Advisors 0.25% 32,616 $733K
12 Advisory Services Network, LLC 0.20% 660,279 $14.8M
13 Trust Co of Oklahoma 0.19% 28,487 $640K
14 HFG Advisors, Inc. 0.17% 10,991 $247K
15 Kesler, Norman & Wride, LLC 0.17% 43,383 $974K
16 Navellier & Associates Inc 0.17% 71,385 $1.6M
17 Global View Capital Management LLC 0.16% 26,463 $594K
18 Ethos Financial Group, LLC 0.16% 94,707 $2.1M
19 1776 Wealth LLC 0.14% 16,400 $368K
20 MinichMacGregor Wealth Management, LLC 0.12% 30,862 $693K
21 JBR Co Financial Management Inc 0.12% 17,509 $288K
22 Transamerica Financial Advisors, LLC 0.11% 59,354 $1.3M
23 Hilton Head Capital Partners, LLC 0.10% 7,777 $175K
24 Nova Wealth Management, Inc. 0.09% 6,309 $142K
25 Wealth Effects LLC 0.09% 10,900 $245K
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 (FXN)

What does the Smart Money Trend signal show for FXN?

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

More buyers than sellers — 71% buying: Last quarter: 87 funds were net buyers (34 opened a brand new position + 53 added to an existing one). Only 35 were sellers (21 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FXN holders?

Elite ownership — 84% AUM from top-100 funds: 18 of 140 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in FXN. 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 FXN?

61% of holders stayed for 2+ years: 85 out of 140 hedge funds have held FXN 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 (FXN) following the 2026 Q1 hedge fund 13F filings?

As of today, FXN has moved -6.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -6.8%. Since the quarter end (March 31, 2026), FXN has gained -9.1% 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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