Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (QQEW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
42%

Smart Money Signals — QQEW

Based on 252 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added QQEW 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
252 hedge funds hold QQEW 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.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

84 buying118 selling
Last quarter: 118 funds reduced or exited vs 84 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 26 → 32 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
160 out of 252 hedge funds have held QQEW 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.
📈

Growing discovery — still being found

20 → 30 → 26 → 32 → 37 new funds/Q
New funds entering each quarter: 30 → 26 → 32 → 37. A growing number of institutions are discovering QQEW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 19% newcomers

■ 65% veterans ■ 16% 1-2yr ■ 19% new
Entry-cohort mix of 252 holders: 165 (65%) are 2+ year veterans, 40 entered 1–2 years ago, and 47 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
21 of 252 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in QQEW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — QQEW

In 2026 Q1, 84 hedge funds were net buyers of QQEW (37 opened a new position, 47 added to an existing one), while 118 reduced or exited (91 trimmed, 27 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in QQEW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 252.

Hedge Fund Ownership: QQEW

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

Market Analysis: QQEW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQEW

-- --

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

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

Signal Freshness measures how much QQEW 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 · 81d ago
QQEW
nan%
SPY
+15.1%

QQEW outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
QQEW
nan%
SPY
+1.3%

Since the filing became public, QQEW outperformed SPY by nan% .

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.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: QQEW
250 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 250 242 3.31%
13F Shares 8M 9M -14.32%
Total Value $937M $1.27B -25.97%
New Positions 37 32 +5
Increased Positions 47 73 -26
Closed Positions 29 22 +7
Reduced Positions 89 78 +11
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QQEW

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

250 + investors

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

QUARTER:
Top 25 QQEW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gratus Wealth Advisors, LLC 1.95% 106,444 $13.5M
2 Granite Bay Wealth Management, LLC 1.70% 62,858 $8.0M
3 Davis Investment Partners, LLC 1.61% 35,999 $4.6M
4 Sound Financial Strategies Group, LLC 1.61% 18,585 $2.4M
5 Hershey Financial Advisers, LLC 1.39% 12,697 $1.6M
6 Frisch Financial Group, Inc. 1.30% 49,073 $6.2M
7 Virtus Wealth Solutions LLC 1.24% 51,383 $6.5M
8 Darwin Wealth Management, LLC 1.23% 31,183 $4.0M
9 Shakespeare Wealth Management, LLC 1.05% 34,878 $4.4M
10 New England Private Wealth Advisors LLC 1.02% 69,367 $8.8M
11 IFS Group,LLC 0.97% 8,541 $1.1M
12 Crumly & Associates Inc. 0.83% 31,220 $4.0M
13 Stenger Family Office, LLC 0.83% 37,038 $4.7M
14 Marshall Investment Management, LLC 0.79% 12,893 $1.6M
15 Sachetta, LLC 0.68% 9,818 $1.2M
16 BIP Wealth, LLC 0.55% 107,214 $13.6M
17 Bawa N Mallick Trust 0.52% 10,000 $1.3M
18 Ntv Asset Management LLC 0.50% 35,517 $4.5M
19 Plotkin Financial Advisors, LLC 0.43% 6,756 $858K
20 Zullo Investment Group, Inc. 0.42% 8,650 $1.1M
21 WealthBridge Capital Management, LLC 0.37% 12,657 $1.6M
22 Atlas Private Wealth Advisors 0.37% 12,351 $1.6M
23 Gts Securities LLC 0.36% 81,017 $10.3M
24 Runnymede Capital Advisors, Inc. 0.36% 3,261 $414K
25 Burke & Herbert Bank & Trust Co 0.35% 10,078 $1.3M
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 (QQEW)

What does the Smart Money Trend signal show for QQEW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added QQEW 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 QQEW?

More sellers than buyers — 42% buying: Last quarter: 118 funds reduced or exited vs 84 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for QQEW holders?

Elite ownership — 55% AUM from top-100 funds: 21 of 252 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in QQEW. 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 QQEW?

63% of holders stayed for 2+ years: 160 out of 252 hedge funds have held QQEW 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.

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

As of today, QQEW has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), QQEW has gained nan% vs +15.1% 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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