Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (IFV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — IFV

Based on 64 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 IFV 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
64 hedge funds hold IFV 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 — +39% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+39% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 60% buying

33 buying22 selling
Last quarter: 33 funds were net buyers (17 opened a brand new position + 16 added to an existing one). Only 22 were sellers (18 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 12% medium ■ 20% new
43 out of 64 hedge funds have held IFV 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

2 → 7 → 7 → 13 → 17 new funds/Q
New funds entering each quarter: 7 → 7 → 13 → 17. 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 — 73% veterans vs 17% newcomers

■ 73% veterans ■ 9% 1-2yr ■ 17% new
Entry-cohort mix of 64 holders: 47 (73%) are 2+ year veterans, 6 entered 1–2 years ago, and 11 (17%) 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
13 of 64 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IFV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — IFV

In 2026 Q1, 33 hedge funds were net buyers of IFV (17 opened a new position, 16 added to an existing one), while 22 reduced or exited (18 trimmed, 4 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in IFV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 64.

Hedge Fund Ownership: IFV

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

Market Analysis: IFV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IFV

-- --

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

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

Signal Freshness measures how much IFV 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
IFV
+9.8%
SPY
+15.1%

IFV outperformed SPY by -5.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
IFV
+1.2%
SPY
+1.3%

Since the filing became public, IFV outperformed SPY by -0.1% .

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
0.6
/ 10
conviction
Hedge Fund Positioning: IFV
63 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 51 23.53%
13F Shares 6M 6M 8.63%
Total Value $153M $137M 11.63%
New Positions 17 13 +4
Increased Positions 16 20 -4
Closed Positions 5 8 -3
Reduced Positions 17 13 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IFV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

63 + investors

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

QUARTER:
Top 25 IFV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Genesee Capital Advisors, LLC 1.01% 95,191 $2.4M
2 Trueblood Wealth Management, LLC 0.95% 95,782 $2.4M
3 NewEdge Advisors, LLC 0.65% 236,221 $14.0M
4 Kiker Wealth Management, LLC 0.58% 47,658 $1.2M
5 Virtus Wealth Solutions LLC 0.43% 90,094 $2.3M
6 Cushing Capital Partners, LLC 0.40% 20,663 $522K
7 Barnes Pettey Financial Advisors, LLC 0.18% 16,424 $415K
8 Silver Grove Financial Group, Inc. 0.16% 8,011 $202K
9 Morey & Quinn Wealth Partners, LLC 0.15% 8,304 $210K
10 Prospera Financial Services Inc 0.12% 298,706 $7.5M
11 Kingsview Wealth Management, LLC 0.10% 299,475 $7.6M
12 PFG Investments, LLC 0.09% 79,971 $2.0M
13 Smith, Moore & CO. 0.07% 38,287 $968K
14 Benjamin Edwards Inc 0.06% 226,457 $5.7M
15 Waterfront Wealth Inc. 0.05% 9,807 $248K
16 Pine Valley Investments Ltd Liability Co 0.04% 33,843 $855K
17 Topsail Wealth Management, LLC 0.03% 7,200 $182K
18 Kovack Advisors, Inc. 0.01% 10,321 $254K
19 Arkadios Wealth Advisors 0.01% 24,951 $631K
20 Founders Financial Alliance, LLC 0.01% 1,626 $41K
21 Kestra Private Wealth Services, LLC 0.01% 18,858 $477K
22 Steward Partners Investment Advisory, LLC 0.01% 44,335 $1.1M
23 GAMMA Investing LLC 0.01% 4,447 $112K
24 City Holding Co 0.00% 1,500 $38K
25 Wells Fargo & Company/Mn 0.00% 989,106 $25.0M
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 Fd (IFV)

What does the Smart Money Trend signal show for IFV?

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

More buyers than sellers — 60% buying: Last quarter: 33 funds were net buyers (17 opened a brand new position + 16 added to an existing one). Only 22 were sellers (18 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IFV holders?

Elite ownership — 52% AUM from top-100 funds: 13 of 64 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in IFV. 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 IFV?

67% of holders stayed for 2+ years: 43 out of 64 hedge funds have held IFV 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 (IFV) following the 2026 Q1 hedge fund 13F filings?

As of today, IFV has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), IFV has gained +9.8% 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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