Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (MISL)

127 + 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
↓ -9
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — MISL

Based on 128 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 MISL 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 — 93% of 3.0Y peak

93% of all-time peak
128 funds currently hold this stock — 93% of the 3.0-year high of 137 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +146% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+146% 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.
🟡

Slight buying edge — 54% buying

80 buying67 selling
Last quarter: 80 funds bought or added vs 67 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 (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 13 → 40 → 49 → 23. 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.
🔄

Mostly new holders — 57% entered in last year

■ 18% conviction (2yr+) ■ 25% medium ■ 57% new
Only 23 funds (18%) 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.
📈

Growing discovery — still being found

10 → 13 → 40 → 49 → 23 new funds/Q
New funds entering each quarter: 13 → 40 → 49 → 23. A growing number of institutions are discovering MISL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 62% of holders entered in last year

■ 21% veterans ■ 16% 1-2yr ■ 62% new
Of 128 current holders: 80 (62%) entered in the past year, only 27 (21%) 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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
13 of 128 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — 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 — MISL

In 2026 Q2, 80 hedge funds were net buyers of MISL (23 opened a new position, 57 added to an existing one), while 67 reduced or exited (35 trimmed, 32 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 32% of total institutional value in MISL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 128.

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

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: MISL
127 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 127 137 -7.3%
13F Shares 14M 28M -52.04%
Total Value $364M $1.08B -66.33%
New Positions 23 49 -26
Increased Positions 56 52 +4
Closed Positions 33 7 +26
Reduced Positions 35 27 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MISL

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Institutional Holders (2026 Q2)

127 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tounjian Advisory Partners, LLC 2.00% 101,945 $4.7M
2 Prosperity Financial Group, Inc. 1.50% 105,943 $4.8M
3 Concorde Asset Management, LLC 1.49% 56,443 $2.6M
4 Proactive Wealth Strategies LLC 1.40% 190,085 $8.7M
5 NewSquare Capital LLC 0.74% 218,964 $10.0M
6 Buska Wealth Management, LLC 0.63% 38,200 $1.7M
7 Garden State Investment Advisory Services LLC 0.62% 75,097 $3.4M
8 WCG Wealth Advisors LLC 0.46% 424,562 $19.4M
9 Owen LaRue, LLC 0.43% 26,800 $1.2M
10 Global Assets Advisory, LLC 0.42% 41,917 $1.9M
11 Indie Asset Partners, LLC 0.31% 7,175 $328K
12 Mutual Advisors, LLC 0.22% 249,563 $11.4M
13 Adamsbrown Wealth Consultants LLC 0.18% 21,345 $977K
14 Pvg Asset Management Corp 0.17% 6,359 $291K
15 Keystone Wealth Services, LLC 0.16% 19,070 $873K
16 Daymark Wealth Partners, LLC 0.16% 139,107 $6.4M
17 Capital Investment Advisory Services, LLC 0.12% 43,948 $2.0M
18 BIP Wealth, LLC 0.09% 70,412 $3.2M
19 IFP Advisors, Inc 0.08% 101,253 $4.6M
20 World Investment Advisors 0.08% 110,090 $4.9M
21 Mattern Wealth Management LLC 0.08% 10,000 $458K
22 Triumph Capital Management 0.07% 9,000 $412K
23 Summit Wealth Group LLC / Co 0.07% 17,466 $799K
24 International Assets Investment Management, LLC 0.06% 22,689 $1.0M
25 Sigma Planning Corp 0.06% 53,574 $2.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MISL 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 MISL?

Slight buying edge — 54% buying: Last quarter: 80 funds bought or added vs 67 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 MISL holders?

Strong quality — 32% AUM from major funds: 13 of 128 holders rank in the top 100 by AUM, accounting for 32% 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 MISL?

Mostly new holders — 57% entered in last year: Only 23 funds (18%) 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.

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