Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (IGLD)

127 + Investors. Track Smart Money conviction in IGLD. 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
↑ +12
Streak
4Q ▲
Buyers last Q
65%

Smart Money Signals — IGLD

Based on 128 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IGLD 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
128 hedge funds hold IGLD 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 — +106% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+106% 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.
🟢

More buyers than sellers — 65% buying

87 buying46 selling
Last quarter: 87 funds were net buyers (22 opened a brand new position + 65 added to an existing one). Only 46 were sellers (36 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

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

new funds entering per quarter
Funds opening this position for the first time: 9 → 28 → 30 → 22. 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.
📌

Mixed — 27% long-term, 46% new

27% conviction (2yr+) 27% medium 46% new
Of the 128 current holders: 35 (27%) held >2 years, 34 held 1–2 years, and 59 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

6 → 9 → 28 → 30 → 22 new funds/Q
New funds entering each quarter: 9 → 28 → 30 → 22. A growing number of institutions are discovering IGLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 33% veterans, 52% new entrants

33% veterans 16% 1-2yr 52% new
Of 128 current holders: 42 (33%) held 2+ years, 20 held 1–2 years, 66 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
8 of 128 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — IGLD

In 2026 Q1, 87 hedge funds were net buyers of IGLD (22 opened a new position, 65 added to an existing one), while 46 reduced or exited (36 trimmed, 10 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in IGLD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 128.

Hedge Fund Ownership: IGLD

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

Market Analysis: IGLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGLD

-- --

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

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

Signal Freshness measures how much IGLD 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 · 79d ago
IGLD
-13.0%
SPY
+13.9%

IGLD outperformed SPY by -26.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IGLD
-6.1%
SPY
+0.2%

Since the filing became public, IGLD outperformed SPY by -6.3% .

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.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: IGLD
127 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 127 116 9.48%
13F Shares 15M 12M 23.12%
Total Value $380M $308M 23.61%
New Positions 22 30 -8
Increased Positions 64 59 +5
Closed Positions 11 6 +5
Reduced Positions 36 20 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGLD

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Institutional Holders (2026 Q1)

127 + investors

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

QUARTER:
Top 25 IGLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Luken Investment Analytics, LLC 7.31% 747,915 $19.1M
2 HFG Wealth Management, LLC 5.86% 416,956 $10.6M
3 Mission Financial Group, LLC 3.27% 138,890 $3.5M
4 RiverTree Advisors, LLC 1.82% 112,491 $2.9M
5 Foresight Capital Management Advisors, INC. 1.58% 111,268 $2.8M
6 Thrive Capital Management, LLC 1.58% 281,595 $7.2M
7 Hilton Capital Management, LLC 1.15% 596,223 $15.2M
8 Corrado Advisors, LLC 1.13% 84,920 $2.2M
9 Crosspoint Financial, LLC 1.07% 16,750 $428K
10 Insight Advisors, LLC/ PA 0.81% 167,358 $4.3M
11 Prostatis Group LLC 0.65% 100,155 $2.6M
12 XML Financial, LLC 0.64% 308,983 $7.9M
13 MTM Investment Management, LLC 0.51% 62,655 $1.6M
14 Walser Wealth Management Company, A Ltd Liability Co 0.51% 44,163 $1.1M
15 Qp Wealth Management, LLC 0.50% 11,432 $292K
16 Marion Wealth Management 0.42% 73,773 $1.9M
17 Delta Investment Management, LLC 0.37% 81,866 $2.1M
18 Rockport Wealth LLC 0.31% 66,761 $1.7M
19 Northcape Wealth Management, LLC 0.31% 44,267 $1.1M
20 BOS Asset Management, LLC 0.29% 43,720 $1.1M
21 Cherry Creek Investment Advisors, Inc. 0.28% 24,811 $633K
22 Asset One Wealth Management LLC 0.25% 91,208 $2.3M
23 Novak & Powell Financial Services, Inc. 0.25% 18,400 $470K
24 Legacy Wealth Managment, LLC/ID 0.23% 18,381 $469K
25 Exit Wealth Advisors, LLC. 0.23% 17,361 $443K
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 (IGLD)

What does the Smart Money Trend signal show for IGLD?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IGLD 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 IGLD?

More buyers than sellers — 65% buying: Last quarter: 87 funds were net buyers (22 opened a brand new position + 65 added to an existing one). Only 46 were sellers (36 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IGLD holders?

Strong quality — 25% AUM from major funds: 8 of 128 holders rank in the top 100 by AUM, accounting for 25% 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 IGLD?

Mixed — 27% long-term, 46% new: Of the 128 current holders: 35 (27%) held >2 years, 34 held 1–2 years, and 59 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy First Tr Exchange-Traded Fd (IGLD) following the 2026 Q1 hedge fund 13F filings?

As of today, IGLD has moved -6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -6.3%. Since the quarter end (March 31, 2026), IGLD has gained -13.0% vs +13.9% 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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