Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (IFV)

59 + 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
↓ -6
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — IFV

Based on 59 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IFV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
59 funds currently hold this stock — 91% of the 3.0-year high of 65 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+28% 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.
🟡

Slight buying edge — 53% buying

31 buying28 selling
Last quarter: 31 funds bought or added vs 28 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 14 → 17 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 15% new
38 out of 59 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.
➡️

Steady discovery — ~9 new funds/quarter

7 → 7 → 14 → 17 → 9 new funds/Q
New funds entering each quarter: 7 → 14 → 17 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 15% newcomers

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Entry-cohort mix of 59 holders: 44 (75%) are 2+ year veterans, 6 entered 1–2 years ago, and 9 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
11 of 59 holders are among the 100 largest funds by AUM, controlling 49% 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.
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 — IFV

In 2026 Q2, 31 hedge funds were net buyers of IFV (9 opened a new position, 22 added to an existing one), while 28 reduced or exited (13 trimmed, 15 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 49% of total institutional value in IFV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 59.

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

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

Loading signal freshness…
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
59 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 59 65 -9.23%
13F Shares 8M 6M 30.66%
Total Value $206M $155M 33.45%
New Positions 9 17 -8
Increased Positions 22 16 +6
Closed Positions 15 4 +11
Reduced Positions 13 18 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IFV

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Institutional Holders (2026 Q2)

59 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trueblood Wealth Management, LLC 0.93% 98,678 $2.7M
2 Genesee Capital Advisors, LLC 0.80% 94,459 $2.5M
3 Kiker Wealth Management, LLC 0.49% 46,829 $1.3M
4 Cushing Capital Partners, LLC 0.39% 20,958 $564K
5 Concurrent Investment Advisors, LLC 0.28% 1,215,007 $32.7M
6 Morey & Quinn Wealth Partners, LLC 0.14% 8,160 $220K
7 Barnes Pettey Financial Advisors, LLC 0.14% 16,424 $442K
8 Silver Grove Financial Group, Inc. 0.12% 8,011 $216K
9 Ewa, LLC 0.11% 23,181 $624K
10 Prospera Financial Services Inc 0.11% 271,646 $7.3M
11 PFG Investments, LLC 0.09% 85,573 $2.3M
12 Smith, Moore & CO. 0.07% 39,771 $1.1M
13 NewEdge Advisors, LLC 0.06% 793,139 $21.4M
14 Benjamin Edwards Inc 0.05% 214,162 $5.8M
15 Waterfront Wealth Inc. 0.04% 9,807 $255K
16 Pine Valley Investments Ltd Liability Co 0.04% 33,735 $909K
17 Topsail Wealth Management, LLC 0.02% 7,100 $191K
18 Kovack Advisors, Inc. 0.01% 10,418 $280K
19 Arkadios Wealth Advisors 0.01% 19,021 $512K
20 Steward Partners Investment Advisory, LLC 0.01% 45,983 $1.2M
21 Founders Financial Alliance, LLC 0.01% 1,626 $44K
22 Kestra Private Wealth Services, LLC 0.01% 18,246 $491K
23 Wells Fargo & Company/Mn 0.00% 1,049,578 $28.3M
24 City Holding Co 0.00% 1,500 $40K
25 GAMMA Investing LLC 0.00% 4,447 $120K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IFV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IFV?

Slight buying edge — 53% buying: Last quarter: 31 funds bought or added vs 28 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 IFV holders?

Elite ownership — 49% AUM from top-100 funds: 11 of 59 holders are among the 100 largest funds by AUM, controlling 49% 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?

64% of holders stayed for 2+ years: 38 out of 59 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.

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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