Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (AFMC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
5Q ▲
Buyers last Q
62%

Smart Money Signals — AFMC

Based on 38 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added AFMC 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
38 hedge funds hold AFMC 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 — +124% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+124% 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 — 62% buying

25 buying15 selling
Last quarter: 25 funds were net buyers (7 opened a brand new position + 18 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 8 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 45% entered in last year

■ 13% conviction (2yr+) ■ 42% medium ■ 45% new
Only 5 funds (13%) 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.
📊

Peak discovery — momentum slowing

6 → 12 → 8 → 7 → 7 new funds/Q
New funds entering each quarter: 12 → 8 → 7 → 7. AFMC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 68% of holders entered in last year

■ 8% veterans ■ 24% 1-2yr ■ 68% new
Of 38 current holders: 26 (68%) entered in the past year, only 3 (8%) 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 — 34% AUM from major funds

34% from top-100 AUM funds
5 of 38 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — AFMC

In 2025 Q4, 25 hedge funds were net buyers of AFMC (7 opened a new position, 18 added to an existing one), while 15 reduced or exited (9 trimmed, 6 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in AFMC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: AFMC

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

Market Analysis: AFMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AFMC

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: AFMC
2026 Q1 Stats Unlock in 2 days 38 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 37 2.7%
13F Shares 2M 2M 2.08%
Total Value $71M $69M 2.54%
New Positions 7 7 -
Increased Positions 18 20 -2
Closed Positions 6 3 +3
Reduced Positions 9 7 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AFMC

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

38 + investors

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

QUARTER:
Top 25 institutional holders of AFMC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CRUX WEALTH ADVISORS 0.60% 44,040 $1.6M
2 Prosperity Financial Group, Inc. 0.39% 29,473 $1.0M
3 Brookwood Investment Group LLC 0.37% 85,196 $3.0M
4 PKS Advisory Services, LLC 0.31% 37,582 $1.3M
5 FSB PREMIER WEALTH MANAGEMENT, INC. 0.23% 20,345 $722K
6 OxenFree Capital LLC 0.13% 6,898 $259K
7 Sovran Advisors, LLC 0.11% 34,682 $1.3M
8 WORLD EQUITY GROUP, INC. 0.07% 8,155 $290K
9 Avior Wealth Management, LLC 0.07% 72,876 $2.6M
10 Geneos Wealth Management Inc. 0.07% 82,750 $2.9M
11 Keystone Wealth Services, LLC 0.06% 8,300 $295K
12 U.S. Capital Wealth Advisors, LLC 0.05% 61,052 $2.2M
13 SMITH, MOORE & CO. 0.05% 20,974 $745K
14 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% 95,294 $3.4M
15 Moors & Cabot, Inc. 0.04% 26,974 $958K
16 Tower Research Capital LLC (TRC) 0.04% 41,177 $1.5M
17 Farther Finance Advisors, LLC 0.03% 80,699 $2.9M
18 Private Advisor Group, LLC 0.03% 162,344 $5.8M
19 Simplicity Wealth,LLC 0.02% 11,537 $410K
20 Cambridge Investment Research Advisors, Inc. 0.02% 208,904 $7K
21 Kestra Advisory Services, LLC 0.02% 115,108 $4.1M
22 LPL Financial LLC 0.01% 1,250,599 $44.4M
23 MGO ONE SEVEN LLC 0.01% 15,683 $557K
24 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% 15,448 $548K
25 &PARTNERS 0.01% 51,720 $1.8M
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 (AFMC)

What does the Smart Money Trend signal show for AFMC?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AFMC 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 AFMC?

More buyers than sellers — 62% buying: Last quarter: 25 funds were net buyers (7 opened a brand new position + 18 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AFMC holders?

Strong quality — 34% AUM from major funds: 5 of 38 holders rank in the top 100 by AUM, accounting for 34% 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 AFMC?

Mostly new holders — 45% entered in last year: Only 5 funds (13%) 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.

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.