Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED ALP (FYX)

156 + 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
↑ +13
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — FYX

Based on 156 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
156 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 — +5% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

62 buying71 selling
Last quarter: 71 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new FYX position: 14 → 16 → 13 → 24. 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+) 17% medium 21% new
98 out of 156 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.
📈

Growing discovery — still being found

21 → 14 → 16 → 13 → 24 new funds/Q
New funds entering each quarter: 14 → 16 → 13 → 24. A growing number of institutions are discovering FYX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 12% 1-2yr 24% new
Of 156 current holders: 101 (65%) 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
13 of 156 holders are among the 100 largest funds by AUM, controlling 57% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: 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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: FYX
2026 Q1 Stats Unlock in 15 days 156 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 156 143 9.09%
13F Shares 5M 5M 2.84%
Total Value $619M $580M 6.64%
New Positions 24 13 +11
Increased Positions 38 47 -9
Closed Positions 11 16 -5
Reduced Positions 60 56 +4
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)

156 + investors

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

Top 25 institutional holders of FYX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Genesee Capital Advisors, LLC 3.38% 67,676 $8.1M
2 Catalyst Investment Management LLC 2.16% 14,839 $2.0M
3 Hapanowicz & Associates Financial Services, Inc 2.02% 42,480 $5.1M
4 Mainsail Financial Group, LLC 2.00% 40,233 $4.8M
5 Milestones Private Investment Advisors LLC 1.83% 17,394 $2.1M
6 Wealth Alliance Advisory Group, LLC 1.13% 59,646 $7.1M
7 Lakeridge Wealth Management LLC 0.88% 17,236 $2.1M
8 CITY HOLDING CO 0.47% 31,352 $3.7M
9 G&S Capital LLC 0.40% 9,561 $1.1M
10 Morey & Quinn Wealth Partners, LLC 0.39% 4,562 $545K
11 PARTNERS WEALTH MANAGEMENT, LLC 0.36% 2,924 $349K
12 Hilton Head Capital Partners, LLC 0.35% 5,230 $624K
13 TCFG WEALTH MANAGEMENT, LLC 0.32% 7,265 $867K
14 Maridea Wealth Management LLC 0.22% 12,775 $1.5M
15 Chicago Partners Investment Group LLC 0.21% 72,627 $9.6M
16 Trueblood Wealth Management, LLC 0.20% 4,365 $521K
17 DHJJ Financial Advisors, Ltd. 0.18% 4,559 $544K
18 Element Wealth, LLC 0.17% 3,459 $413K
19 Farrell Financial LLC 0.16% 2,191 $262K
20 American Institute for Advanced Investment Management, LLP 0.15% 1,965 $235K
21 QTR Family Wealth, LLC 0.14% 2,710 $347K
22 TKG Advisors, LLC 0.12% 2,428 $290K
23 ARS Wealth Advisors Group, LLC 0.12% 11,569 $1.4M
24 WEALTH EFFECTS LLC 0.11% 2,710 $324K
25 Concurrent Investment Advisors, LLC 0.11% 85,517 $10.2M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 47% buying: Last quarter: 71 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FYX holders?

Elite ownership — 57% AUM from top-100 funds: 13 of 156 holders are among the 100 largest funds by AUM, controlling 57% 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?

63% of holders stayed for 2+ years: 98 out of 156 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.

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.