FYC Hedge Fund Ownership (Q2 2026)

First Tr Exchange-Traded Alp (FYC)

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

Smart Money Signals — FYC

Based on 178 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

178 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 — +68% more funds vs a year ago

fund count last 6Q

+72 new funds entered over the past year (+68% 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 — 65% buying

108 buying57 selling

Last quarter: 108 funds were net buyers (40 opened a brand new position + 68 added to an existing one). Only 57 were sellers (43 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new FYC position: 23 → 27 → 34 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 26% medium ■ 33% new

73 out of 178 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.

💰

Value +52% but shares only +17% — price-driven

Value

+52%

+16%

Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +17%. 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.

📈

Growing discovery — still being found

13 → 23 → 27 → 34 → 40 new funds/Q

New funds entering each quarter: 23 → 27 → 34 → 40. A growing number of institutions are discovering FYC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 46% veterans vs 38% newcomers

■ 46% veterans ■ 16% 1-2yr ■ 38% new

Entry-cohort mix of 178 holders: 82 (46%) are 2+ year veterans, 28 entered 1–2 years ago, and 68 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

15 of 178 holders are among the 100 largest funds by AUM, controlling 52% 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.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	176	152	15.79%
13F Shares	8M	7M	16.6%
Total Value	$946M	$621M	52.4%
New Positions	38	34	+4
Increased Positions	68	64	+4
Closed Positions	14	17	-3
Reduced Positions	43	26	+17
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

176

152

15.79%

13F Shares

16.6%

Total Value

$946M

$621M

52.4%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

+17

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

176 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FYC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Management, Inc.	4.25%	46,511	$4.5M
2	New Wave Wealth Advisors LLC	3.55%	102,390	$13.0M
3	Richmond Investment Services, LLC	3.11%	77,150	$9.8M
4	Paller Financial Services Inc	2.88%	30,264	$3.9M
5	Eclectic Associates Inc /Adv	2.29%	158,288	$20.2M
6	Warner Group LLC	2.00%	63,773	$8.1M
7	HFG Advisors, Inc.	1.89%	23,784	$3.0M
8	StoryOne LLC	1.36%	22,632	$2.9M
9	Integrity Advisory Solutions, LLC	1.30%	99,486	$12.7M
10	Index Technologies Group LLC	1.00%	9,791	$1.2M
11	Bedel Financial Consulting, Inc.	0.93%	78,032	$9.9M
12	Rhodes Investment Advisors Inc /Adv	0.84%	9,000	$1.1M
13	Vista Investment Partners II, LLC	0.77%	15,375	$2.0M
14	Nova Wealth Management, Inc.	0.74%	10,513	$1.3M
15	Quantum Portfolio Management LLC	0.74%	16,142	$2.1M
16	Roman Butler Fullerton & Co	0.73%	25,428	$3.1M
17	Willner & Heller, LLC	0.73%	9,093	$1.2M
18	Greenup Street Wealth Management LLC	0.65%	41,634	$5.3M
19	MTM Investment Management, LLC	0.56%	15,403	$2.0M
20	Moneywise, INC.	0.55%	11,484	$1.5M
21	Stonebridge Financial Group, LLC / MO	0.51%	6,012	$766K
22	Redhawk Wealth Advisors, Inc.	0.50%	39,716	$5.1M
23	Sylvest Advisors, LLC	0.47%	8,260	$1.1M
24	Proactive Wealth Strategies LLC	0.47%	23,024	$2.9M
25	Empirical Asset Management, LLC	0.45%	15,714	$2.0M

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 — 4 quarters in a row: For 4 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 — 65% buying: Last quarter: 108 funds were net buyers (40 opened a brand new position + 68 added to an existing one). Only 57 were sellers (43 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FYC holders?

Elite ownership — 52% AUM from top-100 funds: 15 of 178 holders are among the 100 largest funds by AUM, controlling 52% 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?

41% of holders stayed for 2+ years: 73 out of 178 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.

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First Tr Exchange-Traded Alp (FYC)

Smart Money Signals — FYC

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +68% more funds vs a year ago

More buyers than sellers — 65% buying

More new buyers each quarter (+6 vs last Q)

41% of holders stayed for 2+ years

Value +52% but shares only +17% — price-driven

Growing discovery — still being found

Veteran-anchored — 46% veterans vs 38% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — FYC

Hedge Fund Ownership: FYC

Market Analysis: FYC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FYC

Hedge Fund Positioning: FYC

Statistics: FYC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Alp (FYC)

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