Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Trd Alphdx Fd (FEMS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — FEMS

Based on 66 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 FEMS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
66 funds currently hold this stock — 93% of the 3.0-year high of 71 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FEMS is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

38 buying30 selling
Last quarter: 38 funds bought or added vs 30 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 23% medium ■ 12% new
43 out of 66 hedge funds have held FEMS 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 — ~6 new funds/quarter

7 → 5 → 3 → 9 → 6 new funds/Q
New funds entering each quarter: 5 → 3 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 14% newcomers

■ 74% veterans ■ 12% 1-2yr ■ 14% new
Entry-cohort mix of 66 holders: 49 (74%) are 2+ year veterans, 8 entered 1–2 years ago, and 9 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
12 of 66 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in FEMS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — FEMS

In 2026 Q1, 38 hedge funds were net buyers of FEMS (6 opened a new position, 32 added to an existing one), while 30 reduced or exited (21 trimmed, 9 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 45% of total institutional value in FEMS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 66.

Hedge Fund Ownership: FEMS

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

Market Analysis: FEMS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FEMS

-- --

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: FEMS
2026 Q2 Stats Unlock in 3 days 66 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 68 -2.94%
13F Shares 3M 3M -1.21%
Total Value $145M $139M 4.78%
New Positions 6 9 -3
Increased Positions 32 25 +7
Closed Positions 8 2 +6
Reduced Positions 21 29 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FEMS

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

66 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEMS. 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.
Top 25 FEMS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beta Wealth Group, Inc. 3.60% 210,210 $9.6M
2 626 Financial, LLC 2.60% 146,375 $6.7M
3 Quad-Cities Investment Group, LLC 0.72% 44,095 $2.0M
4 Archer Investment Corp 0.64% 71,600 $3.3M
5 SFI Advisors, LLC 0.63% 16,084 $734K
6 LeClair Wealth Partners LLC 0.43% 18,295 $835K
7 Crusonia Wealth Advisors LLC 0.41% 54,287 $2.5M
8 Trivium Point Advisory, LLC 0.26% 61,685 $2.8M
9 Cornerstone Planning Group LLC 0.25% 44,430 $2.0M
10 Hbw Advisory Services LLC 0.23% 56,030 $2.6M
11 Stonehaven Wealth & Tax Solutions, LLC 0.20% 5,518 $252K
12 VestGen Advisors, LLC 0.10% 76,378 $3.5M
13 Richmond Investment Services, LLC 0.07% 4,608 $210K
14 Pinnacle Bancorp, Inc. 0.06% 4,880 $223K
15 Arax Advisory Partners 0.04% 146,406 $6.7M
16 RVW Wealth, LLC 0.04% 13,618 $622K
17 Old Mission Capital LLC 0.04% 49,671 $2.3M
18 Summit Wealth Group LLC / Co 0.03% 8,318 $380K
19 Private Advisor Group, LLC 0.03% 119,795 $5.5M
20 Nations Financial Group Inc, /Ia/ /Adv 0.02% 7,847 $358K
21 Western Wealth Management, LLC 0.02% 10,888 $497K
22 Tidemark, LLC 0.01% 1,251 $57K
23 Keystone Financial Group 0.01% 4,476 $204K
24 Farther Finance Advisors, LLC 0.01% 25,619 $1.2M
25 Private Trust Co NA 0.01% 2,077 $95K
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 Exch Trd Alphdx Fd (FEMS)

What does the Smart Money Trend signal show for FEMS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FEMS 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 FEMS?

Slight buying edge — 56% buying: Last quarter: 38 funds bought or added vs 30 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 FEMS holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 66 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in FEMS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FEMS?

65% of holders stayed for 2+ years: 43 out of 66 hedge funds have held FEMS 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.

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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