Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FXZ)

112 + 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
↑ +24
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — FXZ

Based on 113 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FXZ 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.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
113 funds currently hold this stock — 79% of the 3.0-year high of 143 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

65 buying33 selling
Last quarter: 65 funds were net buyers (31 opened a brand new position + 34 added to an existing one). Only 33 were sellers (26 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new FXZ position: 3 → 12 → 8 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
71 out of 113 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.
💰

Value +80% but shares only +60% — price-driven

Value
+80%
Shares
+59%
Last quarter: the total dollar value of institutional holdings rose +80%, but actual share count only changed +60%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

9 → 3 → 12 → 8 → 31 new funds/Q
New funds entering each quarter: 3 → 12 → 8 → 31. 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 — 71% veterans vs 17% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 113 holders: 80 (71%) are 2+ year veterans, 14 entered 1–2 years ago, and 19 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
16 of 113 holders are among the 100 largest funds by AUM, controlling 61% 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.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — FXZ

In 2026 Q1, 65 hedge funds were net buyers of FXZ (31 opened a new position, 34 added to an existing one), while 33 reduced or exited (26 trimmed, 7 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 61% of total institutional value in FXZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 113.

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

-- --

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

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

Signal Freshness measures how much FXZ 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 · 78d ago
FXZ
+11.1%
SPY
+15.9%

FXZ outperformed SPY by -4.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
FXZ
+3.9%
SPY
+2.0%

Since the filing became public, FXZ outperformed SPY by +1.9% .

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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: FXZ
112 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 112 89 25.84%
13F Shares 3M 2M 59.53%
Total Value $234M $130M 80.27%
New Positions 31 8 +23
Increased Positions 34 19 +15
Closed Positions 8 12 -4
Reduced Positions 26 38 -12
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

112 + investors

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

QUARTER:
Top 25 FXZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IronBridge Private Wealth, LLC 1.87% 76,220 $5.8M
2 Virtue Capital Management, LLC 1.05% 92,910 $6.9M
3 Schrum Private Wealth Management LLC 0.45% 7,730 $589K
4 Purus Wealth Management, LLC 0.35% 14,560 $1.1M
5 Risk Paradigm Group, LLC 0.29% 4,511 $344K
6 Quad-Cities Investment Group, LLC 0.29% 9,501 $724K
7 WCG Wealth Advisors LLC 0.19% 91,310 $7.0M
8 Viawealth, LLC 0.18% 4,196 $320K
9 Kesler, Norman & Wride, LLC 0.17% 13,272 $1.0M
10 Navellier & Associates Inc 0.16% 20,759 $1.6M
11 Morey & Quinn Wealth Partners, LLC 0.16% 2,978 $227K
12 Beto Financial Group, LLC 0.14% 3,077 $247K
13 Carter Financial Group, INC. 0.14% 2,965 $226K
14 Capital Square, LLC 0.12% 3,341 $267K
15 Atlas Brown,Inc. 0.11% 4,819 $367K
16 Nilsine Partners, LLC 0.09% 14,566 $1.2M
17 Barometer Capital Management INC. 0.08% 3,100 $236K
18 RPg Family Wealth Advisory, LLC 0.07% 4,668 $356K
19 Apollon Financial, LLC 0.07% 6,759 $515K
20 Global View Capital Management LLC 0.07% 3,234 $246K
21 Petix & Botte Co 0.06% 3,418 $260K
22 Empirical Asset Management, LLC 0.06% 2,848 $217K
23 Fortis Capital Advisors, LLC 0.05% 5,000 $381K
24 Southland Equity Partners LLC 0.04% 2,732 $208K
25 Harbour Investments, INC. 0.04% 33,208 $2.5M
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?

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

More buyers than sellers — 66% buying: Last quarter: 65 funds were net buyers (31 opened a brand new position + 34 added to an existing one). Only 33 were sellers (26 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FXZ holders?

Elite ownership — 61% AUM from top-100 funds: 16 of 113 holders are among the 100 largest funds by AUM, controlling 61% 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?

63% of holders stayed for 2+ years: 71 out of 113 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.

Is it too late to buy First Tr Exchange-Traded Fd (FXZ) following the 2026 Q1 hedge fund 13F filings?

As of today, FXZ has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), FXZ has gained +11.1% vs +15.9% 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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