Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FXU)

185 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — FXU

Based on 185 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 FXU 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 (99% of max)

99% of all-time peak
185 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.
🚀

Fast accumulation — +48% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+48% 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 — 61% buying

105 buying66 selling
Last quarter: 105 funds were net buyers (26 opened a brand new position + 79 added to an existing one). Only 66 were sellers (47 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new FXU position: 49 → 36 → 16 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 32% medium ■ 19% new
90 out of 185 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.
📊

Peak discovery — momentum slowing

25 → 49 → 36 → 16 → 26 new funds/Q
New funds entering each quarter: 49 → 36 → 16 → 26. FXU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 13% 1-2yr ■ 31% new
Of 185 current holders: 104 (56%) 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.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
13 of 185 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

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

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

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: FXU
2026 Q1 Stats Unlock in 16 days 185 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 185 178 3.93%
13F Shares 35M 33M 4.98%
Total Value $1.56B $1.50B 3.89%
New Positions 26 16 +10
Increased Positions 79 68 +11
Closed Positions 19 25 -6
Reduced Positions 47 60 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXU

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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)

185 + investors

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

Top 25 institutional holders of FXU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brendel Financial Advisors LLC 1.51% 61,622 $3.1M
2 GFS Advisors, LLC 1.20% 15,276 $9.4M
3 Csenge Advisory Group 0.57% 252,320 $12.5M
4 WINEBRENNER CAPITAL MANAGEMENT LLC 0.51% 16,113 $799K
5 COTTONWOOD CAPITAL ADVISORS, LLC 0.42% 12,140 $602K
6 Proactive Wealth Strategies LLC 0.33% 35,891 $1.8M
7 Trueblood Wealth Management, LLC 0.29% 14,956 $742K
8 Fiduciary Alliance LLC 0.26% 87,144 $4.3M
9 Asset Allocation Strategies LLC 0.26% 29,458 $1.5M
10 Ferguson Shapiro LLC 0.18% 11,850 $588K
11 Apeiron RIA LLC 0.18% 15,235 $756K
12 LEE JOHNSON CAPITAL MANAGEMENT, LLC 0.13% 7,074 $351K
13 Cadent Capital Advisors, LLC 0.12% 9,538 $473K
14 WEALTH EFFECTS LLC 0.12% 6,898 $342K
15 Nova Wealth Management, Inc. 0.12% 3,633 $180K
16 Nilsine Partners, LLC 0.11% 29,108 $1.4M
17 Cyndeo Wealth Partners, LLC 0.09% 34,933 $1.7M
18 WealthBridge Capital Management, LLC 0.08% 7,080 $351K
19 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.07% 26,755 $1.3M
20 Fortis Capital Advisors, LLC 0.05% 8,149 $404K
21 Claro Advisors Inc. 0.05% 8,092 $401K
22 Sound Income Strategies, LLC 0.05% 18,923 $943K
23 J.W. COLE ADVISORS, INC. 0.04% 26,810 $1.3M
24 OPPENHEIMER & CO INC 0.04% 71,225 $3.5M
25 Merkkuri Wealth Advisors LLC 0.04% 1,256 $62K
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?

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

More buyers than sellers — 61% buying: Last quarter: 105 funds were net buyers (26 opened a brand new position + 79 added to an existing one). Only 66 were sellers (47 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FXU holders?

Strong quality — 24% AUM from major funds: 13 of 185 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FXU?

49% of holders stayed for 2+ years: 90 out of 185 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.

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.