Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchange-Traded Fd (QQEW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
44%

Smart Money Signals — QQEW

Based on 267 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
267 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 — +12% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

93 buying120 selling
Last quarter: 120 funds reduced or exited vs 93 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 — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 32 → 37 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 19% medium 19% new
165 out of 267 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.
💰

Price up while funds trimmed (+13% value, -8% shares)

Value
+13%
Shares
-8%
Last quarter: total value of institutional QQEW holdings rose +13% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

31 → 26 → 32 → 37 → 34 new funds/Q
New funds entering each quarter: 26 → 32 → 37 → 34. A growing number of institutions are discovering QQEW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

67% veterans 12% 1-2yr 22% new
Entry-cohort mix of 269 holders: 179 (67%) are 2+ year veterans, 31 entered 1–2 years ago, and 59 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
23 of 267 holders are among the 100 largest funds by AUM, controlling 59% 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 Q2, 93 hedge funds were net buyers of QQEW (34 opened a new position, 59 added to an existing one), while 120 reduced or exited (101 trimmed, 19 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in QQEW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 267.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: QQEW
264 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 264 252 4.76%
13F Shares 7M 8M -8.59%
Total Value $1.06B $941M 13.08%
New Positions 32 37 -5
Increased Positions 59 47 +12
Closed Positions 20 28 -8
Reduced Positions 101 91 +10
Total Calls 2 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QQEW

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Institutional Holders (2026 Q2)

264 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gratus Wealth Advisors, LLC 2.19% 107,823 $17.2M
2 IFS Group,LLC 2.08% 9,484 $1.5M
3 Sound Financial Strategies Group, LLC 1.87% 18,437 $2.9M
4 Davis Investment Partners, LLC 1.84% 37,940 $6.1M
5 Kachkovsky & Fisher, Inc. 1.45% 9,413 $1.5M
6 Darwin Wealth Management, LLC 1.42% 32,425 $5.2M
7 Frisch Financial Group, Inc. 1.28% 46,886 $7.5M
8 New England Private Wealth Advisors LLC 1.01% 69,371 $10.5M
9 Crumly & Associates Inc. 0.89% 29,243 $4.7M
10 Marshall Investment Management, LLC 0.84% 12,620 $2.0M
11 Stenger Family Office, LLC 0.83% 32,925 $5.3M
12 Sachetta, LLC 0.69% 8,841 $1.4M
13 Bawa N Mallick Trust 0.62% 12,004 $1.9M
14 Ntv Asset Management LLC 0.55% 35,292 $5.6M
15 Zullo Investment Group, Inc. 0.47% 8,650 $1.4M
16 Plotkin Financial Advisors, LLC 0.45% 6,748 $1.1M
17 Burke & Herbert Bank & Trust Co 0.39% 9,918 $1.6M
18 Luken Investment Analytics, LLC 0.39% 6,916 $1.1M
19 WealthBridge Capital Management, LLC 0.37% 11,737 $1.9M
20 Atlas Private Wealth Advisors 0.35% 10,092 $1.6M
21 Ashton Thomas Securities, LLC 0.27% 11,642 $1.9M
22 B. Riley Wealth Advisors, Inc. 0.26% 31,065 $4.9M
23 Perissos Private Wealth Management, LLC 0.25% 2,333 $372K
24 Runnymede Capital Advisors, Inc. 0.25% 2,626 $419K
25 Juno Financial Group LLC 0.24% 4,222 $674K
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 — 3 quarters in a row: For 3 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 — 44% buying: Last quarter: 120 funds reduced or exited vs 93 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 — 59% AUM from top-100 funds: 23 of 267 holders are among the 100 largest funds by AUM, controlling 59% 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?

62% of holders stayed for 2+ years: 165 out of 267 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.

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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