BUFG Hedge Fund Ownership (Q1 2026)

First Tr Exchng Traded Fd VI (BUFG)

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

Smart Money Signals — BUFG

Based on 86 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their BUFG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

86 hedge funds hold BUFG 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding BUFG is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 47% buying

37 buying41 selling

Last quarter: 41 funds reduced or exited vs 37 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.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 13 → 6 → 15 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 29% medium ■ 19% new

45 out of 86 hedge funds have held BUFG 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.

➡️

Steady discovery — ~7 new funds/quarter

12 → 13 → 6 → 15 → 7 new funds/Q

New funds entering each quarter: 13 → 6 → 15 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 53% veterans vs 26% newcomers

■ 53% veterans ■ 21% 1-2yr ■ 26% new

Entry-cohort mix of 86 holders: 46 (53%) are 2+ year veterans, 18 entered 1–2 years ago, and 22 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

5 of 86 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	85	87	-2.3%
13F Shares	8M	8M	6.54%
Total Value	$220M	$217M	1.44%
New Positions	7	15	-8
Increased Positions	30	27	+3
Closed Positions	9	3	+6
Reduced Positions	31	33	-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

-2.3%

13F Shares

6.54%

Total Value

$220M

$217M

1.44%

New Positions

-8

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

85 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 BUFG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Centennial Wealth Advisory LLC	4.85%	765,916	$22.5M
2	FreeGulliver LLC	2.49%	240,658	$7.1M
3	World Equity Group, INC.	1.12%	170,648	$5.0M
4	Lunt Capital Management, Inc.	0.93%	86,670	$2.5M
5	Valtinson Bruner Financial Planning LLC	0.81%	109,900	$3.2M
6	Fsb Premier Wealth Management, INC.	0.40%	48,136	$1.4M
7	Financial Guidance Group, Inc.	0.31%	28,037	$822K
8	Tradition Wealth Management, LLC	0.30%	169,744	$5.0M
9	BAM Wealth Management, LLC	0.26%	14,412	$422K
10	Iams Wealth Management, LLC	0.23%	26,012	$763K
11	Transcend Capital Advisors, LLC	0.22%	109,295	$3.2M
12	TCFG Investment Advisors, LLC	0.20%	20,238	$593K
13	Harvest Investment Services, LLC	0.16%	35,705	$1.0M
14	DHJJ Financial Advisors, Ltd.	0.15%	17,726	$520K
15	Geneos Wealth Management Inc.	0.13%	225,181	$6.6M
16	Financial Network Wealth Advisors LLC	0.12%	4,042	$118K
17	Novem Group	0.10%	32,991	$967K
18	Onyx Bridge Wealth Group LLC	0.08%	29,977	$879K
19	Gateway Wealth Partners, LLC	0.06%	31,981	$938K
20	Pinnacle Financial Partners, Inc.	0.05%	269,133	$7.9M
21	Kelly Financial Services LLC	0.05%	7,944	$233K
22	American Trust	0.05%	21,730	$637K
23	SageGuard Financial Group, LLC	0.05%	11,659	$342K
24	Commonwealth Equity Services, LLC	0.04%	1,084,987	$31.8M
25	Valmark Advisers, Inc.	0.04%	118,508	$3.5M

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 (BUFG)

What does the Smart Money Trend signal show for BUFG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BUFG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BUFG?

More sellers than buyers — 47% buying: Last quarter: 41 funds reduced or exited vs 37 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 BUFG holders?

Strong quality — 22% AUM from major funds: 5 of 86 holders rank in the top 100 by AUM, accounting for 22% 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 BUFG?

52% of holders stayed for 2+ years: 45 out of 86 hedge funds have held BUFG 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.

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First Tr Exchng Traded Fd VI (BUFG)

Smart Money Signals — BUFG

Selling streak — 1 quarter in a row

At the ownership peak (97% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 47% buying

Fewer new buyers each quarter (-8 vs last Q)

52% of holders stayed for 2+ years

Steady discovery — ~7 new funds/quarter

Veteran-anchored — 53% veterans vs 26% newcomers

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — BUFG

Hedge Fund Ownership: BUFG

Market Analysis: BUFG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUFG

Hedge Fund Positioning: BUFG

Statistics: BUFG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (BUFG)

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