Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (EIPX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
76%

Smart Money Signals — EIPX

Based on 57 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EIPX 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
57 hedge funds hold EIPX 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 — +58% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+58% 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 — 76% buying

42 buying13 selling
Last quarter: 42 funds were net buyers (11 opened a brand new position + 31 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 44% new

■ 25% conviction (2yr+) ■ 32% medium ■ 44% new
Of the 57 current holders: 14 (25%) held >2 years, 18 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

7 → 4 → 7 → 12 → 11 new funds/Q
New funds entering each quarter: 4 → 7 → 12 → 11. A growing number of institutions are discovering EIPX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 19% veterans, 44% new entrants

■ 19% veterans ■ 37% 1-2yr ■ 44% new
Of 57 current holders: 11 (19%) held 2+ years, 21 held 1–2 years, 25 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
8 of 57 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — EIPX

In 2026 Q2, 42 hedge funds were net buyers of EIPX (11 opened a new position, 31 added to an existing one), while 13 reduced or exited (10 trimmed, 3 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 57.

Hedge Fund Ownership: EIPX

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

Market Analysis: EIPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EIPX

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EIPX
57 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 57 49 16.33%
13F Shares 15M 14M 1.99%
Total Value $457M $460M -0.71%
New Positions 11 12 -1
Increased Positions 31 21 +10
Closed Positions 3 4 -1
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EIPX

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 Q2)

57 + investors

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

QUARTER:
Top 25 EIPX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cerity Partners OCIO LLC 3.70% 2,333,859 $73.0M
2 AlTi Global, Inc. 3.19% 4,931,716 $154.4M
3 Fiduciary Trust Co 1.67% 4,912,761 $153.8M
4 Tounjian Advisory Partners, LLC 0.86% 64,012 $2.0M
5 Marshall Investment Management, LLC 0.86% 65,788 $2.1M
6 Van Diest Capital, LLC 0.47% 16,799 $526K
7 Legacy Wealth Managment, LLC/ID 0.40% 30,782 $963K
8 Hbw Advisory Services LLC 0.15% 52,063 $1.6M
9 Elevation Point Wealth Partners, LLC 0.11% 182,710 $5.7M
10 Holos Integrated Wealth LLC 0.10% 6,572 $209K
11 CVA Family Office, LLC 0.06% 20,796 $651K
12 Vestmark Advisory Solutions, Inc. 0.05% 182,005 $5.7M
13 Signal Advisors Wealth, LLC 0.05% 32,040 $1.0M
14 Eastern Bank 0.05% 98,217 $3.1M
15 Daytona Street Capital LLC 0.04% 2,490 $55K
16 StoneX Group Inc. 0.04% 29,306 $917K
17 Summit Trail Advisors, LLC 0.04% 91,619 $2.9M
18 Inscription Capital, LLC 0.03% 12,194 $382K
19 SCS Capital Management LLC 0.02% 83,600 $2.6M
20 Sigma Planning Corp 0.02% 20,508 $642K
21 Arax Advisory Partners 0.01% 71,332 $2.2M
22 Modern Wealth Management, LLC 0.01% 34,023 $1.1M
23 Kestra Private Wealth Services, LLC 0.01% 28,461 $891K
24 Integrated Wealth Concepts LLC 0.01% 56,722 $1.8M
25 Concurrent Investment Advisors, LLC 0.01% 28,267 $885K
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 Exchange-Traded Fd (EIPX)

What does the Smart Money Trend signal show for EIPX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EIPX 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 EIPX?

More buyers than sellers — 76% buying: Last quarter: 42 funds were net buyers (11 opened a brand new position + 31 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EIPX holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 57 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EIPX?

Mixed — 25% long-term, 44% new: Of the 57 current holders: 14 (25%) held >2 years, 18 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

Full history →