Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (HISF)

34 + Investors. Track Smart Money conviction in HISF. 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
↑ +3
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — HISF

Based on 34 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 HISF 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 (97% of max)

97% of all-time peak
34 hedge funds hold HISF 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 — +6% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

20 buying13 selling
Last quarter: 20 funds were net buyers (8 opened a brand new position + 12 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 8 → 4 → 8. 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 21% new
19 out of 34 hedge funds have held HISF 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.
➡️

Steady discovery — ~8 new funds/quarter

0 → 0 → 8 → 4 → 8 new funds/Q
New funds entering each quarter: 0 → 8 → 4 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 21% newcomers

62% veterans 18% 1-2yr 21% new
Entry-cohort mix of 34 holders: 21 (62%) are 2+ year veterans, 6 entered 1–2 years ago, and 7 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
7 of 34 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — HISF

In 2026 Q1, 20 hedge funds were net buyers of HISF (8 opened a new position, 12 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 27% of total institutional value in HISF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: HISF

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

Market Analysis: HISF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HISF

-- --

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

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

Signal Freshness measures how much HISF 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 · 85d ago
HISF
+0.1%
SPY
+14.9%

HISF outperformed SPY by -14.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
HISF
+0.4%
SPY
+1.1%

Since the filing became public, HISF outperformed SPY by -0.7% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: HISF
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 31 9.68%
13F Shares 2M 1M 35.48%
Total Value $69M $56M 24.19%
New Positions 8 4 +4
Increased Positions 12 18 -6
Closed Positions 5 4 +1
Reduced Positions 8 3 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HISF

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Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 HISF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 tru Independence LLC 1.56% 70,968 $3.1M
2 Geneos Wealth Management Inc. 0.72% 701,803 $31.1M
3 Proactive Wealth Strategies LLC 0.15% 17,836 $791K
4 Barrett & Company, INC. 0.13% 8,750 $388K
5 Altus Wealth Group LLC 0.08% 4,590 $204K
6 Perigon Wealth Management, LLC 0.02% 26,792 $1.2M
7 Independent Advisor Alliance 0.02% 40,202 $1.8M
8 Prospera Financial Services Inc 0.02% 25,360 $1.1M
9 Commonwealth Equity Services, LLC 0.01% 138,826 $6.2M
10 Arax Advisory Partners 0.01% 4,210 $187K
11 Godfrey Financial Associates, Inc. 0.00% 130 $6K
12 International Assets Investment Management, LLC 0.00% 1,250 $55K
13 Private Trust Co NA 0.00% 942 $42K
14 LPL Financial LLC 0.00% 253,950 $11.3M
15 Equitable Holdings, Inc. 0.00% 9,360 $423K
16 Integrated Wealth Concepts LLC 0.00% 6,747 $299K
17 Harbor Investment Advisory, LLC 0.00% 660 $29K
18 Cetera Investment Advisers 0.00% 43,769 $1.9M
19 Harbour Investments, INC. 0.00% 2,269 $101K
20 Tidemark, LLC 0.00% 113 $5K
21 Royal Bank of Canada 0.00% 63,120 $2.8M
22 Raymond James Financial Inc 0.00% 29,379 $1.3M
23 Citadel Advisors LLC 0.00% 41,241 $1.8M
24 Envestnet Asset Management Inc 0.00% 23,205 $1.0M
25 AE Wealth Management LLC 0.00% 880 $39K
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 (HISF)

What does the Smart Money Trend signal show for HISF?

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

More buyers than sellers — 61% buying: Last quarter: 20 funds were net buyers (8 opened a brand new position + 12 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HISF holders?

Strong quality — 27% AUM from major funds: 7 of 34 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HISF?

56% of holders stayed for 2+ years: 19 out of 34 hedge funds have held HISF 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 (HISF) following the 2026 Q1 hedge fund 13F filings?

As of today, HISF has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), HISF has gained +0.1% vs +14.9% 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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