Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (MISL)

87 + Investors. Track Smart Money conviction in MISL. 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
↑ +31
Streak
11Q ▲
Buyers last Q
78%

Smart Money Signals — MISL

Based on 87 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added MISL 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
87 hedge funds hold MISL 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 — +112% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+112% 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 — 78% buying

65 buying18 selling
Last quarter: 65 funds were net buyers (34 opened a brand new position + 31 added to an existing one). Only 18 were sellers (15 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new MISL position: 10 → 9 → 12 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 52% entered in last year

16% conviction (2yr+) 32% medium 52% new
Only 14 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +697% but shares only +672% — price-driven

Value
+697%
Shares
+671%
Last quarter: the total dollar value of institutional holdings rose +697%, but actual share count only changed +672%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

17 → 10 → 9 → 12 → 34 new funds/Q
New funds entering each quarter: 10 → 9 → 12 → 34. 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.
🌱

Early stage — 63% of holders entered in last year

16% veterans 21% 1-2yr 63% new
Of 87 current holders: 55 (63%) entered in the past year, only 14 (16%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
7 of 87 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: MISL

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

Market Analysis: MISL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MISL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: MISL
2026 Q1 Stats Unlock in 20 days 87 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 87 56 55.36%
13F Shares 25M 3M 671.54%
Total Value $1.08B $135M 697.32%
New Positions 34 12 +22
Increased Positions 31 25 +6
Closed Positions 3 6 -3
Reduced Positions 15 12 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MISL

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

87 + investors

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

Top 25 institutional holders of MISL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Proactive Wealth Strategies LLC 1.61% 191,122 $8.5M
2 Nilsine Partners, LLC 1.37% 398,408 $17.5M
3 Northwest Financial Advisors 0.82% 9,485 $424K
4 Englebert Financial Advisers, LLC 0.78% 15,395 $688K
5 Owen LaRue, LLC 0.48% 27,800 $1.2M
6 Davis Investment Partners, LLC 0.46% 29,361 $1.3M
7 TriaGen Wealth Management LLC 0.32% 25,882 $1.2M
8 Realta Investment Advisors 0.28% 17,877 $799K
9 ADAMSBROWN WEALTH CONSULTANTS LLC 0.25% 20,769 $929K
10 Buska Wealth Management, LLC 0.24% 13,137 $587K
11 TRUST CO OF OKLAHOMA 0.19% 14,791 $661K
12 Bright Futures Wealth Management, LLC. 0.18% 5,851 $262K
13 MinichMacGregor Wealth Management, LLC 0.12% 15,183 $679K
14 World Investment Advisors 0.08% 110,090 $4.9M
15 Clear Creek Financial Management, LLC 0.08% 22,615 $1.0M
16 WealthBridge Capital Management, LLC 0.07% 6,859 $307K
17 SUMMIT WEALTH GROUP LLC / CO 0.07% 14,112 $631K
18 Leelyn Smith, LLC 0.06% 9,548 $427K
19 Golden State Wealth Management, LLC 0.05% 10,305 $461K
20 IFP Advisors, Inc 0.04% 47,547 $2.1M
21 Claro Advisors Inc. 0.04% 7,824 $350K
22 J.W. COLE ADVISORS, INC. 0.03% 21,025 $940K
23 FLAGSHIP HARBOR ADVISORS, LLC 0.03% 15,652 $700K
24 Simplicity Wealth,LLC 0.03% 10,170 $455K
25 Cambridge Investment Research Advisors, Inc. 0.02% 184,178 $8K
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 (MISL)

What does the Smart Money Trend signal show for MISL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MISL 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 MISL?

More buyers than sellers — 78% buying: Last quarter: 65 funds were net buyers (34 opened a brand new position + 31 added to an existing one). Only 18 were sellers (15 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MISL holders?

Smaller funds dominant — 4% AUM from top-100: 7 of 87 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MISL?

Mostly new holders — 52% entered in last year: Only 14 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.