Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FXZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — FXZ

Based on 85 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

Below peak — only 52% of 3.0Y high

52% of all-time peak
Only 85 funds hold FXZ today versus a peak of 163 funds at 2023 Q1 — just 52% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 22% fewer funds vs a year ago

fund count last 6Q
24 fewer hedge funds hold FXZ compared to a year ago (-22% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 35% buying

27 buying50 selling
Last quarter: 50 funds sold vs only 27 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 3 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 18% medium ■ 6% new
65 out of 85 hedge funds have held FXZ 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 — ~8 new funds/quarter

16 → 8 → 3 → 11 → 8 new funds/Q
New funds entering each quarter: 8 → 3 → 11 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 80% of holders stayed 2+ years

■ 80% veterans ■ 6% 1-2yr ■ 14% new
Of 85 current holders: 68 (80%) 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.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
14 of 85 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in FXZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.5
out of 10
Low Exit Risk
Exit risk score 1.5/10 — 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.

Hedge Fund Ownership: FXZ

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

Market Analysis: FXZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FXZ

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FXZ
2026 Q1 Stats Unlock in 21 days 85 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 85 89 -4.49%
13F Shares 2M 2M -6.1%
Total Value $130M $131M -0.82%
New Positions 8 11 -3
Increased Positions 19 24 -5
Closed Positions 12 9 +3
Reduced Positions 38 34 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FXZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

85 + investors

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

Top 25 institutional holders of FXZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Purus Wealth Management, LLC 0.35% 14,560 $1.1M
2 Quad-Cities Investment Group, LLC 0.29% 9,501 $724K
3 Morey & Quinn Wealth Partners, LLC 0.16% 2,978 $227K
4 Carter Financial Group, INC. 0.14% 2,965 $226K
5 TSFG, LLC 0.13% 11,404 —
6 Atlas Brown,Inc. 0.11% 4,819 $367K
7 Nilsine Partners, LLC 0.09% 14,566 $1.2M
8 Apollon Financial, LLC 0.07% 6,759 $515K
9 Fortis Capital Advisors, LLC 0.05% 5,000 $381K
10 Southland Equity Partners LLC 0.04% 2,732 $208K
11 OPPENHEIMER & CO INC 0.03% 31,051 $2.4M
12 Piscataqua Savings Bank 0.02% 390 $30K
13 Sound Income Strategies, LLC 0.02% 4,614 $357K
14 Belpointe Asset Management LLC 0.01% 5,000 $381K
15 CoreCap Advisors, LLC 0.01% 3,204 $244K
16 TRUIST FINANCIAL CORP 0.01% 75,550 $5.8M
17 Private Advisor Group, LLC 0.01% 21,715 $1.7M
18 Farther Finance Advisors, LLC 0.01% 10,433 $808K
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% 41,076 $3.2M
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 56,871 $4.3M
21 NBC SECURITIES, INC. 0.00% 837 $64K
22 CX Institutional 0.00% 1,430 —
23 Wagner Wealth Management, LLC 0.00% 208 $16K
24 IFP Advisors, Inc 0.00% 1,839 $140K
25 ARMSTRONG ADVISORY GROUP, INC 0.00% 563 $43K
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 (FXZ)

What does the Smart Money Trend signal show for FXZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FXZ 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 FXZ?

Heavy selling pressure — only 35% buying: Last quarter: 50 funds sold vs only 27 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FXZ holders?

Elite ownership — 57% AUM from top-100 funds: 14 of 85 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in FXZ. 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 FXZ?

76% of holders stayed for 2+ years: 65 out of 85 hedge funds have held FXZ 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.