Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (EIPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — EIPI

Based on 133 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EIPI 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
133 hedge funds hold EIPI 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 EIPI is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

61 buying57 selling
Last quarter: 61 funds bought or added vs 57 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 19 → 14 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

■ 2% conviction (2yr+) ■ 74% medium ■ 25% new
Only 2 funds (2%) 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.
➡️

Steady discovery — ~17 new funds/quarter

22 → 10 → 19 → 14 → 17 new funds/Q
New funds entering each quarter: 10 → 19 → 14 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 39% new entrants

■ 2% veterans ■ 59% 1-2yr ■ 39% new
Of 133 current holders: 2 (2%) held 2+ years, 79 held 1–2 years, 52 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
11 of 133 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — EIPI

In 2025 Q4, 61 hedge funds were net buyers of EIPI (17 opened a new position, 44 added to an existing one), while 57 reduced or exited (45 trimmed, 12 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 36% of total institutional value in EIPI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 133.

Hedge Fund Ownership: EIPI

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

Market Analysis: EIPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EIPI

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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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: EIPI
2026 Q1 Stats Unlock in 7 days 133 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 133 128 3.91%
13F Shares 16M 13M 20.9%
Total Value $308M $254M 21.3%
New Positions 17 14 +3
Increased Positions 44 52 -8
Closed Positions 12 15 -3
Reduced Positions 45 33 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EIPI

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Institutional Holders (2026 Q1)

133 + investors

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

Top 25 institutional holders of EIPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paller Financial Services Inc 3.35% 179,962 $4.0M
2 Arvest Bank Trust Division 2.24% 1,830,850 $41.2M
3 ARVEST INVESTMENTS, INC. 1.89% 615,200 $13.8M
4 Retirement Planning Co of New England, Inc. 1.33% 145,299 $3.3M
5 WINEBRENNER CAPITAL MANAGEMENT LLC 1.18% 81,659 $1.8M
6 OneAscent Family Office, LLC 0.80% 51,039 $1.1M
7 Z3 Capital Partners, LLC 0.75% 157,644 $3.1M
8 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 0.72% 61,316 $1.4M
9 Cambridge Advisors Inc. 0.64% 146,390 $3.3M
10 LongView Wealth Management 0.60% 106,599 $2.4M
11 Closed-End Fund Advisors, Inc. 0.42% 18,135 $408K
12 NOTTINGHAM ADVISORS, INC. 0.41% 140,217 $3.2M
13 Mystic Asset Management, Inc. 0.40% 76,302 $1.7M
14 WESPAC Advisors, LLC 0.37% 30,368 $683K
15 NWF Advisory Services Inc. 0.35% 137,939 $3.1M
16 Fairman Group, LLC 0.30% 15,709 $353K
17 Community Bank, N.A. 0.27% 100,000 $2.2M
18 Stegent Equity Advisors, Inc. 0.21% 10,906 $245K
19 ALTFEST L J & CO INC 0.17% 71,300 $1.6M
20 Armor Investment Advisors, LLC 0.16% 20,336 $457K
21 Formidable Asset Management, LLC 0.14% 46,944 $933K
22 Wealthspire Advisors, LLC 0.14% 774,453 $17.4M
23 Sowell Financial Services LLC 0.12% 139,885 $3.1M
24 Magnus Financial Group LLC 0.11% 60,814 $1.4M
25 KINGSWOOD WEALTH ADVISORS, LLC 0.10% 92,534 $2.1M
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 (EIPI)

What does the Smart Money Trend signal show for EIPI?

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

Slight buying edge — 52% buying: Last quarter: 61 funds bought or added vs 57 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EIPI holders?

Strong quality — 36% AUM from major funds: 11 of 133 holders rank in the top 100 by AUM, accounting for 36% 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 EIPI?

Mostly new holders — 25% entered in last year: Only 2 funds (2%) 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.