Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (BUFY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
6Q ▲
Buyers last Q
81%

Smart Money Signals — BUFY

Based on 54 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added BUFY 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
54 hedge funds hold BUFY right now — the highest count in 1.8 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 — +440% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+440% 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 — 81% buying

42 buying10 selling
Last quarter: 42 funds were net buyers (17 opened a brand new position + 25 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 11 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 72% entered in last year

0% conviction (2yr+) 28% medium 72% new
Only 0 funds (0%) 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.
💎

Buying through price weakness — shares +32%, value +5%

Value
+4%
Shares
+31%
Last quarter: funds added +32% more shares while total portfolio value only changed +5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

6 → 11 → 11 → 12 → 17 new funds/Q
New funds entering each quarter: 11 → 11 → 12 → 17. A growing number of institutions are discovering BUFY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 91% of holders entered in last year

0% veterans 9% 1-2yr 91% new
Of 54 current holders: 49 (91%) entered in the past year, only 0 (0%) 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.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
4 of 54 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.8
out of 10
Moderate Exit Risk
Exit risk score 6.8/10 — 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 — BUFY

In 2026 Q1, 42 hedge funds were net buyers of BUFY (17 opened a new position, 25 added to an existing one), while 10 reduced or exited (9 trimmed, 1 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: BUFY

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

Market Analysis: BUFY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BUFY

-- --

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

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

Signal Freshness measures how much BUFY 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 · 85d ago
BUFY
+4.0%
SPY
+14.9%

BUFY outperformed SPY by -10.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
BUFY
+1.3%
SPY
+1.1%

Since the filing became public, BUFY outperformed SPY by +0.2% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BUFY
53 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 53 38 39.47%
13F Shares 3M 3M 30.76%
Total Value $61M $59M 3.91%
New Positions 17 12 +5
Increased Positions 25 20 +5
Closed Positions 2 1 +1
Reduced Positions 9 4 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BUFY

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + investors

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

QUARTER:
Top 25 BUFY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Opus Financial Solutions LLC 0.96% 45,681 $1.0M
2 IFG Advisory, LLC 0.43% 6,700 $150K
3 Winnow Wealth LLC 0.31% 17,967 $402K
4 Capasso Planning Partners LLC 0.28% 22,820 $511K
5 Chris Bulman Inc 0.21% 21,185 $474K
6 Keystone Wealth Services, LLC 0.20% 42,642 $954K
7 AssuredPartners Investment Advisors, LLC 0.19% 77,192 $1.7M
8 DHJJ Financial Advisors, Ltd. 0.18% 24,326 $544K
9 Simplicity Wealth,LLC 0.15% 117,633 $2.6M
10 Legacy Capital Wealth Partners, LLC 0.10% 21,941 $491K
11 IMG Wealth Management, Inc. 0.09% 6,410 $143K
12 Lunt Capital Management, Inc. 0.08% 9,818 $220K
13 National Wealth Management Group, LLC 0.08% 9,216 $206K
14 McKinley Carter Wealth Services, Inc. 0.06% 49,132 $1.1M
15 Independent Financial Group, LLC 0.06% 89,164 $2.0M
16 Visionary Wealth Advisors 0.06% 59,047 $1.3M
17 Claro Advisors Inc. 0.06% 21,350 $478K
18 Mcdonald Partners LLC 0.05% 9,000 $201K
19 Advisory Services Network, LLC 0.05% 155,908 $3.5M
20 Kovack Advisors, Inc. 0.04% 33,451 $754K
21 Advisory Resource Group 0.04% 9,435 $211K
22 Tradition Wealth Management, LLC 0.03% 18,397 $412K
23 Rockefeller Capital Management L.P. 0.02% 392,024 $8.8M
24 Prospera Financial Services Inc 0.01% 36,052 $807K
25 Integrated Wealth Concepts LLC 0.01% 66,855 $1.5M
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 (BUFY)

What does the Smart Money Trend signal show for BUFY?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added BUFY 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 BUFY?

More buyers than sellers — 81% buying: Last quarter: 42 funds were net buyers (17 opened a brand new position + 25 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFY holders?

Smaller funds dominant — 18% AUM from top-100: 4 of 54 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BUFY?

Mostly new holders — 72% entered in last year: Only 0 funds (0%) 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 Exchng Traded Fd VI (BUFY) following the 2026 Q1 hedge fund 13F filings?

As of today, BUFY has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), BUFY has gained +4.0% 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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