Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXN)

130 + 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
↓ -10
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — FXN

Based on 130 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FXN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
130 funds currently hold this stock — 88% of the 3.0-year high of 148 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

56 buying79 selling
Last quarter: 79 funds reduced or exited vs 56 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 (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 19 → 34 → 21. 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.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
81 out of 130 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.
🚀

Acceleration phase — new buyers rushing in

13 → 10 → 19 → 34 → 21 new funds/Q
New funds entering each quarter: 10 → 19 → 34 → 21. 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 — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 130 holders: 85 (65%) are 2+ year veterans, 18 entered 1–2 years ago, and 27 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
18 of 130 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.6
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 — FXN

In 2026 Q2, 56 hedge funds were net buyers of FXN (21 opened a new position, 35 added to an existing one), while 79 reduced or exited (48 trimmed, 31 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 54% of total institutional value in FXN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 130.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: FXN
130 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 130 140 -7.14%
13F Shares 12M 45M -73.41%
Total Value $240M $1.01B -76.34%
New Positions 21 34 -13
Increased Positions 35 53 -18
Closed Positions 31 15 +16
Reduced Positions 48 21 +27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXN

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Institutional Holders (2026 Q2)

130 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtue Capital Management, LLC 0.82% 302,856 $6.1M
2 Crumly & Associates Inc. 0.55% 140,849 $2.8M
3 Greenup Street Wealth Management LLC 0.47% 190,700 $3.9M
4 Cottonwood Capital Advisors, LLC 0.26% 21,249 $430K
5 Realta Investment Advisors 0.20% 31,627 $640K
6 Beto Financial Group, LLC 0.19% 16,932 $361K
7 Kesler, Norman & Wride, LLC 0.14% 43,514 $880K
8 HFG Advisors, Inc. 0.14% 10,991 $222K
9 Global Assets Advisory, LLC 0.12% 27,171 $546K
10 1776 Wealth LLC 0.12% 16,400 $332K
11 Summit Financial, LLC 0.12% 519,974 $10.5M
12 Tower Research Capital LLC (TRC) 0.11% 219,004 $4.4M
13 JBR Co Financial Management Inc 0.11% 14,422 $292K
14 Independent Advisor Alliance 0.09% 188,500 $3.8M
15 Warner Group LLC 0.08% 15,700 $318K
16 Global View Capital Management LLC 0.07% 16,730 $338K
17 Gts Securities LLC 0.06% 150,193 $3.0M
18 Wealth Effects LLC 0.06% 10,500 $212K
19 Dunhill Financial, LLC 0.06% 13,555 $274K
20 Benjamin Edwards Inc 0.05% 267,084 $5.4M
21 Compass Financial Management LLC 0.05% 18,562 $376K
22 OneAscent Financial Services LLC 0.04% 45,863 $928K
23 Kovack Advisors, Inc. 0.04% 44,097 $883K
24 Two Sigma Securities, LLC 0.04% 20,392 $413K
25 Silver Grove Financial Group, Inc. 0.03% 2,384 $48K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FXN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FXN?

More sellers than buyers — 41% buying: Last quarter: 79 funds reduced or exited vs 56 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 FXN holders?

Elite ownership — 54% AUM from top-100 funds: 18 of 130 holders are among the 100 largest funds by AUM, controlling 54% 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?

62% of holders stayed for 2+ years: 81 out of 130 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.

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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