Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (YMAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — YMAR

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added YMAR 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 (98% of max)

98% of all-time peak
63 hedge funds hold YMAR 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 — +21% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+21% 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 sellers than buyers — 49% buying

29 buying30 selling
Last quarter: 30 funds reduced or exited vs 29 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 5 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 30% medium ■ 24% new
29 out of 63 hedge funds have held YMAR 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.
💎

Buying through price weakness — shares +12%, value -14%

Value
-13%
Shares
+12%
Last quarter: funds added +12% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~12 new funds/quarter

6 → 17 → 5 → 8 → 12 new funds/Q
New funds entering each quarter: 17 → 5 → 8 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 32% newcomers

■ 46% veterans ■ 22% 1-2yr ■ 32% new
Entry-cohort mix of 63 holders: 29 (46%) are 2+ year veterans, 14 entered 1–2 years ago, and 20 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
3 of 63 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — YMAR

In 2026 Q1, 29 hedge funds were net buyers of YMAR (12 opened a new position, 17 added to an existing one), while 30 reduced or exited (21 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: YMAR

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

Market Analysis: YMAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YMAR

-- --

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

Is It Too Late to Buy First Tr Exchng Traded Fd VI (YMAR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YMAR 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 · 83d ago
YMAR
+5.1%
SPY
+14.9%

YMAR outperformed SPY by -9.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
YMAR
+2.1%
SPY
+1.1%

Since the filing became public, YMAR outperformed SPY by +1.0% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: YMAR
63 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 60 5.0%
13F Shares 3M 2M 12.08%
Total Value $58M $67M -13.57%
New Positions 12 8 +4
Increased Positions 17 7 +10
Closed Positions 9 10 -1
Reduced Positions 21 25 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YMAR

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

63 + investors

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

QUARTER:
Top 25 YMAR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Asset Management, Inc. (NB/CA) 2.18% 250,672 $6.9M
2 LM Advisors LLC 0.91% 1,575 $58K
3 Legacy Capital Wealth Partners, LLC 0.88% 159,621 $4.3M
4 Clear Point Advisors Inc. 0.40% 18,973 $519K
5 BIP Wealth, LLC 0.33% 298,593 $8.2M
6 Lionshead Wealth Management, LLC 0.30% 15,055 $412K
7 Winnow Wealth LLC 0.25% 11,757 $322K
8 Signature Equity Partners, LLC 0.23% 15,643 $428K
9 Ifrah Financial Services, Inc. 0.23% 31,488 $861K
10 Anfield Capital Management, LLC 0.17% 22,190 $607K
11 Grantvest Financial Group LLC 0.16% 8,967 $245K
12 SOA Wealth Advisors, LLC. 0.13% 25,662 $702K
13 Crusonia Wealth Advisors LLC 0.11% 20,361 $557K
14 Maia Wealth LLC 0.10% 21,643 $592K
15 Diligent Investors, LLC 0.09% 13,946 $381K
16 DHJJ Financial Advisors, Ltd. 0.09% 10,212 $279K
17 Claro Advisors Inc. 0.07% 20,161 $551K
18 Integrity Financial Corp /WA 0.07% 4,829 $132K
19 Visionary Wealth Advisors 0.05% 40,800 $1.1M
20 Silver Oak Securities, Incorporated 0.05% 23,521 $643K
21 Ignite Planners, LLC 0.04% 8,755 $239K
22 Balboa Wealth Partners 0.03% 7,438 $203K
23 Fragasso Financial Advisors Inc 0.03% 20,176 $557K
24 Sloy Dahl & Holst, LLC 0.03% 8,500 $232K
25 Kovack Advisors, Inc. 0.03% 17,973 $494K
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 Exchng Traded Fd VI (YMAR)

What does the Smart Money Trend signal show for YMAR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added YMAR 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 YMAR?

More sellers than buyers — 49% buying: Last quarter: 30 funds reduced or exited vs 29 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 YMAR holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 63 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YMAR?

46% of holders stayed for 2+ years: 29 out of 63 hedge funds have held YMAR 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 Exchng Traded Fd VI (YMAR) following the 2026 Q1 hedge fund 13F filings?

As of today, YMAR has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), YMAR has gained +5.1% 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.

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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