Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Trd Alphdx Fd (NFTY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
33%

Smart Money Signals — NFTY

Based on 55 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their NFTY 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 — 70% of 3.0Y peak

70% of all-time peak
55 funds currently hold this stock — 70% of the 3.0-year high of 79 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold NFTY compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 33% buying

18 buying36 selling
Last quarter: 36 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 36% medium ■ 11% new
29 out of 55 hedge funds have held NFTY 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.
📊

Peak discovery — momentum slowing

13 → 7 → 9 → 3 → 8 new funds/Q
New funds entering each quarter: 7 → 9 → 3 → 8. NFTY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 53% veterans vs 18% newcomers

■ 53% veterans ■ 29% 1-2yr ■ 18% new
Entry-cohort mix of 55 holders: 29 (53%) are 2+ year veterans, 16 entered 1–2 years ago, and 10 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
6 of 54 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — NFTY

In 2026 Q2, 18 hedge funds were net buyers of NFTY (8 opened a new position, 10 added to an existing one), while 36 reduced or exited (25 trimmed, 11 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 55.

Hedge Fund Ownership: NFTY

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

Market Analysis: NFTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NFTY

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: NFTY
2026 Q3 Stats Unlock in 47 days 54 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 58 -6.9%
13F Shares 1M 1M -14.11%
Total Value $64M $74M -14.63%
New Positions 8 3 +5
Increased Positions 10 17 -7
Closed Positions 11 13 -2
Reduced Positions 25 27 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NFTY

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

54 + investors

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

QUARTER:
Top 25 NFTY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crumly & Associates Inc. 3.02% 293,242 $15.8M
2 Merkkuri Wealth Advisors LLC 1.44% 43,224 $2.3M
3 Cottonwood Capital Advisors, LLC 0.48% 14,934 $803K
4 Archer Investment Corp 0.48% 45,098 $2.4M
5 Purus Wealth Management, LLC 0.45% 30,497 $1.6M
6 Deeter Investments LLP 0.38% 30,907 $1.8M
7 Private Client Services, LLC 0.34% 24,440 $1.3M
8 Castlekeep Investment Advisors LLC 0.34% 12,495 $672K
9 Prasad Wealth Partners, LLC 0.14% 11,136 $599K
10 Geneos Wealth Management Inc. 0.09% 85,514 $4.6M
11 IHT Wealth Management, LLC 0.06% 53,888 $2.9M
12 Old Mission Capital LLC 0.05% 59,122 $3.2M
13 Summit Wealth Partners, LLC 0.04% 5,735 $309K
14 Pine Valley Investments Ltd Liability Co 0.04% 20,316 $1.1M
15 Ameritas Investment Partners, Inc. 0.03% 21,826 $1.2M
16 Moors & Cabot, Inc. 0.02% 8,447 $454K
17 CNB Bank 0.01% 650 $35K
18 Tucker Asset Management LLC 0.01% 620 $32K
19 Atlantic Union Bankshares Corp 0.01% 6,550 $352K
20 Summit Financial, LLC 0.00% 7,081 $381K
21 Equitable Holdings, Inc. 0.00% 12,943 $696K
22 Cetera Investment Advisers 0.00% 60,081 $3.2M
23 REAP Financial Group, LLC 0.00% 228 $12K
24 LPL Financial LLC 0.00% 111,130 $6.0M
25 Wealth Enhancement Advisory Services, LLC 0.00% 14,585 $785K
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 Exch Trd Alphdx Fd (NFTY)

What does the Smart Money Trend signal show for NFTY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their NFTY 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 NFTY?

Heavy selling pressure — only 33% buying: Last quarter: 36 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for NFTY holders?

Smaller funds dominant — 11% AUM from top-100: 6 of 54 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NFTY?

53% of holders stayed for 2+ years: 29 out of 55 hedge funds have held NFTY 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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