FIRST TR EXCHANGE-TRADED FD (QQEW): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCHANGE-TRADED FD (QQEW)

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

Smart Money Signals — QQEW

Based on 233 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

233 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding QQEW is almost the same as a year ago (+6 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 51% buying

100 buying95 selling

Last quarter: 100 funds bought or added vs 95 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.

📈

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

new funds entering per quarter

Funds opening a new QQEW position: 19 → 30 → 22 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 16% new

141 out of 233 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.

➡️

Steady discovery — ~30 new funds/quarter

36 → 19 → 30 → 22 → 30 new funds/Q

New funds entering each quarter: 19 → 30 → 22 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 18% 1-2yr ■ 21% new

Of 233 current holders: 142 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

18 of 233 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.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	233	221	5.43%
13F Shares	9M	9M	3.37%
Total Value	$1.25B	$1.20B	3.85%
New Positions	30	22	+8
Increased Positions	70	62	+8
Closed Positions	18	32	-14
Reduced Positions	77	78	-1
Total Calls	1	0	100%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

233

221

5.43%

13F Shares

3.37%

Total Value

$1.25B

$1.20B

3.85%

New Positions

Increased Positions

Closed Positions

-14

Reduced Positions

-1

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

233 + investors

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

FILTER: All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of QQEW — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Davis Investment Partners, LLC	1.61%	35,999	$4.6M
2	Shakespeare Wealth Management, LLC	1.05%	34,878	$4.4M
3	Crumly & Associates Inc.	0.83%	31,220	$4.0M
4	Stenger Family Office, LLC	0.83%	37,038	$4.7M
5	BIP Wealth, LLC	0.55%	107,214	$13.6M
6	NTV ASSET MANAGEMENT LLC	0.50%	35,517	$4.5M
7	Zullo Investment Group, Inc.	0.42%	8,650	$1.1M
8	WealthBridge Capital Management, LLC	0.37%	12,657	$1.6M
9	Atlas Private Wealth Advisors	0.37%	12,351	$1.6M
10	Runnymede Capital Advisors, Inc.	0.36%	3,261	$414K
11	CX Institutional	0.30%	76,582	$10K
12	Purus Wealth Management, LLC	0.27%	6,623	$841K
13	B. Riley Wealth Advisors, Inc.	0.23%	29,798	$3.7M
14	Clear Creek Financial Management, LLC	0.22%	23,116	$2.9M
15	tru Independence LLC	0.20%	3,248	$412K
16	Castle Rock Wealth Management, LLC	0.11%	3,952	$504K
17	Rede Wealth, LLC	0.10%	2,169	$275K
18	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.10%	4,493	$570K
19	Capital Advisors, Ltd. LLC	0.08%	5,876	—
20	Spire Wealth Management	0.08%	19,341	$2.5M
21	Sowell Financial Services LLC	0.08%	17,741	$2.3M
22	Sequent Planning LLC	0.08%	2,692	$342K
23	Kestra Advisory Services, LLC	0.06%	133,973	$17.0M
24	Proactive Wealth Strategies LLC	0.06%	2,595	$330K
25	NOVEM GROUP	0.06%	4,000	$508K

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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 51% buying: Last quarter: 100 funds bought or added vs 95 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 QQEW holders?

Elite ownership — 55% AUM from top-100 funds: 18 of 233 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?

61% of holders stayed for 2+ years: 141 out of 233 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.

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.

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FIRST TR EXCHANGE-TRADED FD (QQEW)

Smart Money Signals — QQEW

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 51% buying

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

61% of holders stayed for 2+ years

Steady discovery — ~30 new funds/quarter

Deep conviction — 61% of holders stayed 2+ years

Elite ownership — 55% AUM from top-100 funds

Hedge Fund Ownership: QQEW

Market Analysis: QQEW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QQEW

Hedge Fund Positioning: QQEW

Statistics: QQEW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCHANGE-TRADED FD (QQEW)

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