Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (MISL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — MISL

Based on 136 hedge funds · latest filing: 2026 Q1 · 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
136 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 — +183% more funds vs a year ago

fund count last 6Q
+88 new funds entered over the past year (+183% 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 — 75% buying

100 buying34 selling
Last quarter: 100 funds were net buyers (48 opened a brand new position + 52 added to an existing one). Only 34 were sellers (27 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new MISL position: 10 → 13 → 40 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 64% entered in last year

■ 14% conviction (2yr+) ■ 22% medium ■ 64% new
Only 19 funds (14%) 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.
🚀

Acceleration phase — new buyers rushing in

10 → 10 → 13 → 40 → 48 new funds/Q
New funds entering each quarter: 10 → 13 → 40 → 48. 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 — 70% of holders entered in last year

■ 14% veterans ■ 16% 1-2yr ■ 70% new
Of 136 current holders: 95 (70%) entered in the past year, only 19 (14%) 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.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
13 of 136 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in MISL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 — MISL

In 2026 Q1, 100 hedge funds were net buyers of MISL (48 opened a new position, 52 added to an existing one), while 34 reduced or exited (27 trimmed, 7 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 72% of total institutional value in MISL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +41 funds (more new holders than closures). Total institutional holders: 136.

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

-- --

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

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

Signal Freshness measures how much MISL 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 · 78d ago
MISL
+4.8%
SPY
+15.9%

MISL outperformed SPY by -11.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
MISL
+5.4%
SPY
+2.0%

Since the filing became public, MISL outperformed SPY by +3.4% .

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MISL
135 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 135 95 42.11%
13F Shares 28M 28M 0.95%
Total Value $1.08B $1.08B -0.04%
New Positions 48 40 +8
Increased Positions 52 33 +19
Closed Positions 8 3 +5
Reduced Positions 26 15 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MISL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

135 + investors

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

QUARTER:
Top 25 MISL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prosperity Financial Group, Inc. 1.74% 105,409 $4.7M
2 Proactive Wealth Strategies LLC 1.61% 191,122 $8.5M
3 Nilsine Partners, LLC 1.37% 398,408 $17.5M
4 Concorde Asset Management, LLC 1.24% 56,406 $2.5M
5 Northwest Financial Advisors 0.82% 9,485 $424K
6 Englebert Financial Advisers, LLC 0.78% 15,395 $688K
7 NewSquare Capital LLC 0.66% 170,833 $7.6M
8 NewEdge Advisors, LLC 0.62% 109,861 $13.4M
9 Garden State Investment Advisory Services LLC 0.59% 59,850 $2.7M
10 WCG Wealth Advisors LLC 0.51% 409,261 $18.3M
11 Marshall Investment Management, LLC 0.49% 22,898 $1.0M
12 Owen LaRue, LLC 0.48% 27,800 $1.2M
13 First Trust Advisors LP 0.47% 14,692,155 $656.9M
14 Davis Investment Partners, LLC 0.46% 29,361 $1.3M
15 HFG Advisors, Inc. 0.45% 14,288 $639K
16 Indie Asset Partners, LLC 0.37% 7,175 $321K
17 Pacific Excel Wealth Advisors, Inc. 0.35% 7,379 $330K
18 TriaGen Wealth Management LLC 0.32% 25,882 $1.2M
19 Realta Investment Advisors 0.28% 17,877 $799K
20 Adamsbrown Wealth Consultants LLC 0.25% 20,769 $929K
21 Buska Wealth Management, LLC 0.24% 13,137 $587K
22 Element Wealth, LLC 0.23% 12,701 $568K
23 Mutual Advisors, LLC 0.23% 239,548 $10.7M
24 Daymark Wealth Partners, LLC 0.21% 147,894 $6.6M
25 Advisory Services Network, LLC 0.20% 344,102 $15.4M
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 — 75% buying: Last quarter: 100 funds were net buyers (48 opened a brand new position + 52 added to an existing one). Only 34 were sellers (27 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MISL holders?

Elite ownership — 72% AUM from top-100 funds: 13 of 136 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in MISL. 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 MISL?

Mostly new holders — 64% entered in last year: Only 19 funds (14%) 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.

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

As of today, MISL has moved +5.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), MISL has gained +4.8% vs +15.9% 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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