Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — FXU

Based on 195 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.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
195 hedge funds hold FXU 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 — +16% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

90 buying107 selling
Last quarter: 107 funds reduced or exited vs 90 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new FXU position: 38 → 17 → 27 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 35% medium ■ 19% new
89 out of 195 hedge funds have held FXU 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.
➡️

Steady discovery — ~33 new funds/quarter

51 → 38 → 17 → 27 → 33 new funds/Q
New funds entering each quarter: 38 → 17 → 27 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 27% newcomers

■ 56% veterans ■ 16% 1-2yr ■ 27% new
Entry-cohort mix of 195 holders: 110 (56%) are 2+ year veterans, 32 entered 1–2 years ago, and 53 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
13 of 195 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in FXU. 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 — FXU

In 2026 Q1, 90 hedge funds were net buyers of FXU (33 opened a new position, 57 added to an existing one), while 107 reduced or exited (74 trimmed, 33 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in FXU 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: 195.

Hedge Fund Ownership: FXU

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

Market Analysis: FXU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXU

-- --

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

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

Signal Freshness measures how much FXU 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
FXU
-1.7%
SPY
+13.9%

FXU outperformed SPY by -15.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FXU
+3.4%
SPY
+0.2%

Since the filing became public, FXU outperformed SPY by +3.2% .

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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: FXU
195 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 195 195 -
13F Shares 13M 35M -62.79%
Total Value $638M $1.57B -59.48%
New Positions 33 27 +6
Increased Positions 57 83 -26
Closed Positions 33 19 +14
Reduced Positions 74 49 +25
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXU

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Institutional Holders (2026 Q1)

195 + investors

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

QUARTER:
Top 25 FXU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Milestones Private Investment Advisors LLC 5.34% 122,270 $6.1M
2 Delos Wealth Advisors, LLC 4.64% 163,441 $8.1M
3 Rockport Wealth LLC 2.06% 228,438 $11.3M
4 Brendel Financial Advisors LLC 1.51% 61,622 $3.1M
5 Earned Wealth Advisors, LLC 1.26% 379,257 $18.8M
6 Virtue Capital Management, LLC 1.08% 143,002 $7.1M
7 HFG Advisors, Inc. 0.81% 23,248 $1.2M
8 Csenge Advisory Group 0.57% 252,320 $12.5M
9 Winebrenner Capital Management LLC 0.51% 16,113 $799K
10 PKS Advisory Services, LLC 0.44% 38,135 $1.9M
11 Cottonwood Capital Advisors, LLC 0.42% 12,140 $602K
12 Proactive Wealth Strategies LLC 0.33% 35,891 $1.8M
13 Schrum Private Wealth Management LLC 0.32% 8,411 $417K
14 Park Square Financial Group, LLC 0.31% 824 $41K
15 Risk Paradigm Group, LLC 0.30% 7,032 $349K
16 Trueblood Wealth Management, LLC 0.29% 14,956 $742K
17 Fiduciary Alliance LLC 0.26% 87,144 $4.3M
18 Asset Allocation Strategies LLC 0.26% 29,458 $1.5M
19 Resurgent Financial Advisors LLC 0.23% 13,062 $648K
20 ROI Financial Advisors, LLC 0.18% 6,073 $301K
21 Ferguson Shapiro LLC 0.18% 11,850 $588K
22 Apeiron RIA LLC 0.18% 15,235 $756K
23 Advisor Resource Council 0.17% 10,531 $522K
24 Harmony Asset Management LLC 0.16% 10,608 $526K
25 Core Wealth Partners LLC 0.15% 6,560 $325K
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 (FXU)

What does the Smart Money Trend signal show for FXU?

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 FXU?

More sellers than buyers — 46% buying: Last quarter: 107 funds reduced or exited vs 90 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 FXU holders?

Elite ownership — 50% AUM from top-100 funds: 13 of 195 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in FXU. 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 FXU?

46% of holders stayed for 2+ years: 89 out of 195 hedge funds have held FXU 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 (FXU) following the 2026 Q1 hedge fund 13F filings?

As of today, FXU has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), FXU has gained -1.7% 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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