Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED ALP (FYC)

125 + Investors. Track Smart Money conviction in FYC. 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
↑ +15
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — FYC

Based on 125 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FYC 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 (100% of max)

100% of all-time peak
125 hedge funds hold FYC 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 — +23% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+23% 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 — 66% buying

76 buying39 selling
Last quarter: 76 funds were net buyers (23 opened a brand new position + 53 added to an existing one). Only 39 were sellers (31 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 12 → 22 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 24% medium 30% new
58 out of 125 hedge funds have held FYC 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

27 → 14 → 12 → 22 → 23 new funds/Q
New funds entering each quarter: 14 → 12 → 22 → 23. 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.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 11% 1-2yr 38% new
Of 125 current holders: 64 (51%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
12 of 125 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in FYC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: FYC

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

Market Analysis: FYC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FYC

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: FYC
2026 Q1 Stats Unlock in 18 days 125 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 125 110 13.64%
13F Shares 5M 5M 17.46%
Total Value $515M $413M 24.81%
New Positions 23 22 +1
Increased Positions 53 45 +8
Closed Positions 8 13 -5
Reduced Positions 31 25 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FYC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

125 + investors

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

Top 25 institutional holders of FYC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paller Financial Services Inc 2.55% 31,793 $3.1M
2 Richmond Investment Services, LLC 2.30% 146,944 $14.3M
3 ECLECTIC ASSOCIATES INC /ADV 2.05% 159,243 $15.4M
4 StoryOne LLC 1.27% $2.2M
5 Warner Group LLC 1.21% 19,069 $1.8M
6 Index Technologies Group LLC 0.84% 7,968 $773K
7 Nova Wealth Management, Inc. 0.74% 11,694 $1.1M
8 WILLNER & HELLER, LLC 0.67% 9,217 $894K
9 Clear Point Advisors Inc. 0.58% 7,753 $752K
10 Quantum Portfolio Management LLC 0.55% 13,125 $1.3M
11 GREENUP STREET WEALTH MANAGEMENT LLC 0.55% 40,525 $3.9M
12 MONEYWISE, INC. 0.51% 11,990 $1.2M
13 Sylvest Advisors, LLC 0.44% 8,510 $825K
14 Proactive Wealth Strategies LLC 0.40% 21,809 $2.1M
15 Strategic Equity Management 0.33% 9,027 $875K
16 Stonebridge Financial Group, LLC / MO 0.31% 3,840 $372K
17 BAM Wealth Management, LLC 0.21% 2,932 $284K
18 VISTA INVESTMENT PARTNERS II, LLC 0.20% 4,551 $441K
19 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.20% 4,614 $447K
20 Echo Wealth Management, LLC 0.19% 3,440 $334K
21 IFP Advisors, Inc 0.17% 86,846 $8.4M
22 Certified Advisory Corp 0.17% 19,637 $1.9M
23 Independent Wealth Network Inc. 0.14% 4,896 $475K
24 Concurrent Investment Advisors, LLC 0.11% 100,379 $9.7M
25 WEALTH EFFECTS LLC 0.09% 2,560 $248K
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 ALP (FYC)

What does the Smart Money Trend signal show for FYC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FYC 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 FYC?

More buyers than sellers — 66% buying: Last quarter: 76 funds were net buyers (23 opened a brand new position + 53 added to an existing one). Only 39 were sellers (31 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FYC holders?

Elite ownership — 48% AUM from top-100 funds: 12 of 125 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in FYC. 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 FYC?

46% of holders stayed for 2+ years: 58 out of 125 hedge funds have held FYC 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.