Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Alp (FYX)

179 + Investors. Track Smart Money conviction in FYX. 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
↑ +11
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — FYX

Based on 179 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FYX 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
179 hedge funds hold FYX 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

90 buying70 selling
Last quarter: 90 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 15 → 28 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 24% medium 20% new
101 out of 179 hedge funds have held FYX 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

14 → 17 → 15 → 28 → 28 new funds/Q
New funds entering each quarter: 17 → 15 → 28 → 28. 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 — 61% veterans vs 25% newcomers

61% veterans 15% 1-2yr 25% new
Entry-cohort mix of 179 holders: 109 (61%) are 2+ year veterans, 26 entered 1–2 years ago, and 44 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
17 of 179 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FYX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — FYX

In 2026 Q1, 90 hedge funds were net buyers of FYX (28 opened a new position, 62 added to an existing one), while 70 reduced or exited (53 trimmed, 17 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in FYX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 179.

Hedge Fund Ownership: FYX

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

Market Analysis: FYX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FYX

-- --

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

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

Signal Freshness measures how much FYX 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 · 82d ago
FYX
nan%
SPY
+15.1%

FYX outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
FYX
nan%
SPY
+1.3%

Since the filing became public, FYX outperformed SPY by nan% .

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: FYX
179 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 179 168 6.55%
13F Shares 6M 6M 7.93%
Total Value $686M $635M 8.0%
New Positions 28 28 -
Increased Positions 62 40 +22
Closed Positions 17 12 +5
Reduced Positions 53 62 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FYX

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Institutional Holders (2026 Q1)

179 + investors

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

QUARTER:
Top 25 FYX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Genesee Capital Advisors, LLC 3.38% 67,676 $8.1M
2 Troutman Wealth Management, LLC 3.20% 32,141 $3.8M
3 Catalyst Investment Management LLC 2.16% 14,839 $2.0M
4 Hapanowicz & Associates Financial Services, Inc 2.02% 42,480 $5.1M
5 Mainsail Financial Group, LLC 2.00% 40,233 $4.8M
6 Milestones Private Investment Advisors LLC 1.83% 17,394 $2.1M
7 Crusonia Wealth Advisors LLC 1.82% 73,878 $8.8M
8 MTM Investment Management, LLC 1.37% 36,261 $4.3M
9 Wealth Alliance Advisory Group, LLC 1.13% 59,646 $7.1M
10 Lakeridge Wealth Management LLC 0.88% 17,236 $2.1M
11 Per Stirling Capital Management, LLC. 0.86% 65,529 $7.8M
12 Sun Financial Inc 0.77% 11,770 $1.5M
13 Three Seasons Wealth, LLC 0.60% 13,107 $1.6M
14 City Holding Co 0.47% 31,352 $3.7M
15 G&S Capital LLC 0.40% 9,561 $1.1M
16 Morey & Quinn Wealth Partners, LLC 0.39% 4,562 $545K
17 Partners Wealth Management, LLC 0.36% 2,924 $349K
18 Hilton Head Capital Partners, LLC 0.35% 5,230 $624K
19 Tcfg Wealth Management, LLC 0.32% 7,265 $867K
20 TCFG Investment Advisors, LLC 0.32% 7,265 $867K
21 Cedrus Wealth Group LLC 0.31% 2,340 $279K
22 Potentia Wealth 0.28% 6,015 $718K
23 Triumph Capital Management 0.27% 11,301 $1.3M
24 Maridea Wealth Management LLC 0.22% 12,775 $1.5M
25 Chicago Partners Investment Group LLC 0.21% 72,627 $9.6M
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 (FYX)

What does the Smart Money Trend signal show for FYX?

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

Slight buying edge — 56% buying: Last quarter: 90 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FYX holders?

Elite ownership — 60% AUM from top-100 funds: 17 of 179 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in FYX. 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 FYX?

56% of holders stayed for 2+ years: 101 out of 179 hedge funds have held FYX 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 Alp (FYX) following the 2026 Q1 hedge fund 13F filings?

As of today, FYX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FYX has gained nan% vs +15.1% 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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