Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXR)

163 + Investors. Track Smart Money conviction in FXR. 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
→ 0
Streak
1Q —
Buyers last Q
42%

Smart Money Signals — FXR

Based on 164 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
164 funds currently hold this stock — 90% of the 3.0-year high of 182 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold FXR compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 42% buying

61 buying85 selling
Last quarter: 85 funds reduced or exited vs 61 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.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 13 → 22 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 19% medium 12% new
114 out of 164 hedge funds have held FXR 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

12 → 17 → 13 → 22 → 25 new funds/Q
New funds entering each quarter: 17 → 13 → 22 → 25. 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 — 72% veterans vs 14% newcomers

72% veterans 14% 1-2yr 14% new
Entry-cohort mix of 164 holders: 118 (72%) are 2+ year veterans, 23 entered 1–2 years ago, and 23 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
18 of 164 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FXR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — FXR

In 2026 Q1, 61 hedge funds were net buyers of FXR (25 opened a new position, 36 added to an existing one), while 85 reduced or exited (60 trimmed, 25 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in FXR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 164.

Hedge Fund Ownership: FXR

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

Market Analysis: FXR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXR

-- --

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

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

Signal Freshness measures how much FXR 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
FXR
nan%
SPY
+15.1%

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

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

Since the filing became public, FXR 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.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: FXR
163 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 163 164 -0.61%
13F Shares 6M 7M -18.99%
Total Value $459M $577M -20.51%
New Positions 25 22 +3
Increased Positions 35 30 +5
Closed Positions 26 30 -4
Reduced Positions 60 78 -18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXR

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Institutional Holders (2026 Q1)

163 + investors

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

QUARTER:
Top 25 FXR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schrum Private Wealth Management LLC 1.60% 25,663 $2.1M
2 Earned Wealth Advisors, LLC 1.49% 272,783 $22.3M
3 Monument Capital Management 1.31% 63,885 $5.2M
4 Virtue Capital Management, LLC 0.99% 82,264 $6.5M
5 MTM Investment Management, LLC 0.63% 24,378 $2.0M
6 Crumly & Associates Inc. 0.58% 33,874 $2.8M
7 Purus Wealth Management, LLC 0.53% 20,423 $1.7M
8 Paragon Private Wealth Management, LLC 0.52% 20,333 $1.7M
9 HFG Advisors, Inc. 0.36% 6,297 $514K
10 Harmony Asset Management LLC 0.32% 12,681 $1.0M
11 Pacific Sun Financial Corp 0.31% 7,940 $648K
12 Apeiron RIA LLC 0.30% 16,068 $1.3M
13 TradeWell Securities, LLC. 0.27% 7,814 $638K
14 Risk Paradigm Group, LLC 0.27% 3,840 $313K
15 Winebrenner Capital Management LLC 0.23% 4,320 $353K
16 Morey & Quinn Wealth Partners, LLC 0.23% 3,900 $318K
17 Ridgeline Wealth Planning, LLC 0.20% 3,359 $274K
18 Novak & Powell Financial Services, Inc. 0.18% 3,997 $326K
19 Beto Financial Group, LLC 0.17% 3,365 $294K
20 Bellevue Asset Management, LLC 0.16% 3,979 $325K
21 Thurston, Springer, Miller, Herd & Titak, INC. 0.16% 4,688 $383K
22 Navellier & Associates Inc 0.15% 17,731 $1.4M
23 Well Done, LLC 0.15% 12,135 $991K
24 Regal Investment Advisors LLC 0.14% 29,514 $2.4M
25 Trueblood Wealth Management, LLC 0.14% 4,322 $353K
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 (FXR)

What does the Smart Money Trend signal show for FXR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FXR?

More sellers than buyers — 42% buying: Last quarter: 85 funds reduced or exited vs 61 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 FXR holders?

Elite ownership — 56% AUM from top-100 funds: 18 of 164 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FXR. 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 FXR?

70% of holders stayed for 2+ years: 114 out of 164 hedge funds have held FXR 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 (FXR) following the 2026 Q1 hedge fund 13F filings?

As of today, FXR 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), FXR 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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