First Tr Exchange-Traded Fd (SCIO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, SCIO has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), SCIO gained +0.3% vs +14.9% 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.

First Tr Exchange-Traded Fd (SCIO)

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

Smart Money Signals — SCIO

Based on 80 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added SCIO 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

80 hedge funds hold SCIO 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.

🚀

Fast accumulation — +789% more funds vs a year ago

fund count last 6Q

+71 new funds entered over the past year (+789% 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.

🟢

More buyers than sellers — 89% buying

71 buying9 selling

Last quarter: 71 funds were net buyers (36 opened a brand new position + 35 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter

Funds opening a new SCIO position: 9 → 16 → 19 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 81% entered in last year

■ 2% conviction (2yr+) ■ 16% medium ■ 81% new

Only 2 funds (2%) 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.

🚀

Acceleration phase — new buyers rushing in

2 → 9 → 16 → 19 → 36 new funds/Q

New funds entering each quarter: 9 → 16 → 19 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 90% of holders entered in last year

■ 4% veterans ■ 6% 1-2yr ■ 90% new

Of 80 current holders: 72 (90%) entered in the past year, only 3 (4%) 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 — 24% AUM from major funds

24% from top-100 AUM funds

10 of 80 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.0

out of 10

High Exit Risk

Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	80	46	73.91%
13F Shares	13M	4M	199.5%
Total Value	$260M	$88M	194.24%
New Positions	36	19	+17
Increased Positions	35	19	+16
Closed Positions	2	1	+1
Reduced Positions	7	5	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

73.91%

13F Shares

13M

199.5%

Total Value

$260M

$88M

194.24%

New Positions

+17

Increased Positions

+16

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

80 + investors

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

QUARTER:

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

Top 25 SCIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Strategic Planning Group, LLC	6.89%	2,388,645	$49.3M
2	Legacy Capital Wealth Management, LLC	5.47%	461,107	$9.5M
3	Ferguson Shapiro LLC	5.27%	837,868	$17.3M
4	Brendel Financial Advisors LLC	2.67%	261,809	$5.4M
5	Capital Investment Counsel, LLC	1.29%	455,240	$9.4M
6	Uniting Wealth Partners, LLC	1.19%	271,911	$5.6M
7	Crux Wealth Advisors	1.10%	139,231	$2.9M
8	Delta Investment Management, LLC	1.09%	295,785	$6.1M
9	First Heartland Consultants, Inc.	0.81%	513,852	$10.6M
10	Winebrenner Capital Management LLC	0.72%	54,404	$1.1M
11	Prosperity Financial Group, Inc.	0.51%	67,155	$1.4M
12	Beaumont Financial Advisors, LLC	0.50%	350,934	$7.2M
13	Independent Wealth Network Inc.	0.46%	75,614	$1.6M
14	Channel Wealth LLC	0.36%	71,338	$1.5M
15	Triton Wealth Management, PLLC	0.30%	39,720	$819K
16	Wagner Wealth Management, LLC	0.28%	67,366	$1.4M
17	BAM Wealth Management, LLC	0.24%	15,252	$315K
18	Philip James Wealth Mangement, LLC	0.23%	97,046	$2.0M
19	Centerpoint Advisory Group	0.22%	13,886	$287K
20	Maia Wealth LLC	0.20%	56,314	$1.2M
21	Snowden Capital Advisors LLC	0.12%	213,296	$4.4M
22	Maridea Wealth Management LLC	0.11%	37,106	$766K
23	OneAscent Wealth Management LLC	0.09%	13,669	$282K
24	Harbour Investments, INC.	0.09%	273,777	$5.7M
25	Daymark Wealth Partners, LLC	0.08%	126,258	$2.6M

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 (SCIO)

What does the Smart Money Trend signal show for SCIO?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SCIO 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 SCIO?

More buyers than sellers — 89% buying: Last quarter: 71 funds were net buyers (36 opened a brand new position + 35 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCIO holders?

Strong quality — 24% AUM from major funds: 10 of 80 holders rank in the top 100 by AUM, accounting for 24% 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 SCIO?

Mostly new holders — 81% entered in last year: Only 2 funds (2%) 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.

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

As of today, SCIO has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), SCIO has gained +0.3% vs +14.9% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

First Tr Exchange-Traded Fd (SCIO)

Smart Money Signals — SCIO

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +789% more funds vs a year ago

More buyers than sellers — 89% buying

More new buyers each quarter (+17 vs last Q)

Mostly new holders — 81% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 90% of holders entered in last year

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — SCIO

Hedge Fund Ownership: SCIO

Market Analysis: SCIO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCIO

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

Hedge Fund Positioning: SCIO

Statistics: SCIO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — First Tr Exchange-Traded Fd (SCIO)

Welcome to 13Foresight!