Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (AFSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — AFSM

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AFSM 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 AFSM 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 — +46% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+46% 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 — 68% buying

26 buying12 selling
Last quarter: 26 funds were net buyers (10 opened a brand new position + 16 added to an existing one). Only 12 were sellers (9 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 6 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 13% conviction (2yr+) ■ 53% medium ■ 34% 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.
💰

Price up while funds trimmed (+24% value, -0% shares)

Value
+23%
Shares
0%
Last quarter: total value of institutional AFSM holdings rose +24% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~10 new funds/quarter

9 → 9 → 6 → 5 → 10 new funds/Q
New funds entering each quarter: 9 → 6 → 5 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 18% veterans, 50% new entrants

■ 18% veterans ■ 32% 1-2yr ■ 50% new
Of 38 current holders: 7 (18%) held 2+ years, 12 held 1–2 years, 19 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
4 of 38 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — AFSM

In 2026 Q2, 26 hedge funds were net buyers of AFSM (10 opened a new position, 16 added to an existing one), while 12 reduced or exited (9 trimmed, 3 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 28% of total institutional value in AFSM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: AFSM

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

Market Analysis: AFSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AFSM

-- --

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: AFSM
38 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 31 22.58%
13F Shares 2M 2M -0.28%
Total Value $89M $72M 23.8%
New Positions 10 5 +5
Increased Positions 16 19 -3
Closed Positions 3 4 -1
Reduced Positions 9 4 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AFSM

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Institutional Holders (2026 Q2)

38 + investors

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

QUARTER:
Top 25 AFSM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 James J. Burns & Company, LLC 2.48% 557,503 $22.9M
2 Advisortrust Partners, LLC 0.32% 22,705 $933K
3 Fsb Premier Wealth Management, INC. 0.18% 15,591 $641K
4 Ethos Financial Group, LLC 0.13% 48,163 $1.9M
5 Crusonia Wealth Advisors LLC 0.12% 17,824 $733K
6 World Equity Group, INC. 0.10% 10,873 $447K
7 IFG Advisory, LLC 0.08% 57,933 $2.4M
8 Mgo One Seven LLC 0.05% 80,087 $3.3M
9 Snowden Capital Advisors LLC 0.04% 44,509 $1.8M
10 Smith, Moore & CO. 0.03% 12,176 $500K
11 Moors & Cabot, Inc. 0.02% 14,880 $612K
12 Arax Advisory Partners 0.02% 64,966 $2.7M
13 Tower Research Capital LLC (TRC) 0.01% 14,320 $589K
14 Federation des caisses Desjardins du Quebec 0.01% 80,760 $3.3M
15 Kestra Advisory Services, LLC 0.01% 75,033 $3.1M
16 Truist Financial Corp 0.01% 193,577 $8.0M
17 Farther Finance Advisors, LLC 0.01% 19,455 $800K
18 Sigma Planning Corp 0.01% 5,198 $214K
19 Kestra Private Wealth Services, LLC 0.00% 9,646 $396K
20 Independent Financial Group, LLC 0.00% 5,434 $223K
21 Arkadios Wealth Advisors 0.00% 6,319 $260K
22 RFG Advisory, LLC 0.00% 5,916 $243K
23 Cetera Investment Advisers 0.00% 85,525 $3.5M
24 Prospera Financial Services Inc 0.00% 5,348 $220K
25 LPL Financial LLC 0.00% 276,705 $11.4M
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 (AFSM)

What does the Smart Money Trend signal show for AFSM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AFSM 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 AFSM?

More buyers than sellers — 68% buying: Last quarter: 26 funds were net buyers (10 opened a brand new position + 16 added to an existing one). Only 12 were sellers (9 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AFSM holders?

Strong quality — 28% AUM from major funds: 4 of 38 holders rank in the top 100 by AUM, accounting for 28% 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 AFSM?

Mostly new holders — 34% 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.

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