FIRST TR EXCH TRADED FD III (HUSV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCH TRADED FD III (HUSV)

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

Smart Money Signals — HUSV

Based on 45 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 HUSV 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.

📊

High ownership — 90% of 3.0Y peak

90% of all-time peak

45 funds currently hold this stock — 90% of the 3.0-year high of 50 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding HUSV is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 61% buying

23 buying15 selling

Last quarter: 23 funds were net buyers (8 opened a brand new position + 15 added to an existing one). Only 15 were sellers (13 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new HUSV position: 9 → 1 → 1 → 8. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 33% medium ■ 16% new

23 out of 45 hedge funds have held HUSV 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

8 → 9 → 1 → 1 → 8 new funds/Q

New funds entering each quarter: 9 → 1 → 1 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 18% 1-2yr ■ 24% new

Of 45 current holders: 26 (58%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds

8 of 45 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in HUSV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.9

out of 10

Low Exit Risk

Exit risk score 2.9/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	45	39	15.38%
13F Shares	2M	2M	4.83%
Total Value	$78M	$76M	1.82%
New Positions	8	1	+7
Increased Positions	15	14	+1
Closed Positions	2	8	-6
Reduced Positions	13	15	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

15.38%

13F Shares

4.83%

Total Value

$78M

$76M

1.82%

New Positions

Increased Positions

Closed Positions

-6

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

45 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 14 institutional holders of HUSV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Asset Allocation Strategies LLC	0.54%	79,465	$3.0M
2	Golden State Wealth Management, LLC	0.49%	115,958	$4.4M
3	Ascentis Independent Advisors	0.10%	35,644	$1.4M
4	United Advisor Group, LLC	0.03%	6,669	$256K
5	RFG Advisory, LLC	0.03%	43,941	$1.7M
6	WPG Advisers, LLC	0.01%	321	$12K
7	Cambridge Investment Research Advisors, Inc.	0.01%	53,304	$2K
8	Prospera Financial Services Inc	0.00%	5,310	$204K
9	OPPENHEIMER & CO INC	0.00%	5,866	$225K
10	NBC SECURITIES, INC.	0.00%	562	$22K
11	TRUIST FINANCIAL CORP	0.00%	22,236	$853K
12	IFP Advisors, Inc	0.00%	634	$24K
13	AdvisorNet Financial, Inc	0.00%	134	$5K
14	Spire Wealth Management	0.00%	125	$5K

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 EXCH TRADED FD III (HUSV)

What does the Smart Money Trend signal show for HUSV?

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

More buyers than sellers — 61% buying: Last quarter: 23 funds were net buyers (8 opened a brand new position + 15 added to an existing one). Only 15 were sellers (13 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HUSV holders?

Elite ownership — 46% AUM from top-100 funds: 8 of 45 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in HUSV. 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 HUSV?

51% of holders stayed for 2+ years: 23 out of 45 hedge funds have held HUSV 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 EXCH TRADED FD III (HUSV)

Smart Money Signals — HUSV

Buying streak — 1 quarter in a row

High ownership — 90% of 3.0Y peak

Stable — ownership unchanged year-over-year

More buyers than sellers — 61% buying

More new buyers each quarter (+7 vs last Q)

51% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Deep conviction — 58% of holders stayed 2+ years

Elite ownership — 46% AUM from top-100 funds

Hedge Fund Ownership: HUSV

Market Analysis: HUSV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HUSV

Hedge Fund Positioning: HUSV

Statistics: HUSV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCH TRADED FD III (HUSV)

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