Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE TRADED FD (FICS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — FICS

Based on 64 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 FICS 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
64 hedge funds hold FICS 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.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

44 buying20 selling
Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 20 were sellers (16 trimmed + 4 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: 6 → 7 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 28% new

■ 39% conviction (2yr+) ■ 33% medium ■ 28% new
Of the 64 current holders: 25 (39%) held >2 years, 21 held 1–2 years, and 18 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

12 → 6 → 7 → 10 → 11 new funds/Q
New funds entering each quarter: 6 → 7 → 10 → 11. A growing number of institutions are discovering FICS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 17% 1-2yr ■ 41% new
Of 64 current holders: 27 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
8 of 64 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — FICS

In 2025 Q4, 44 hedge funds were net buyers of FICS (11 opened a new position, 33 added to an existing one), while 20 reduced or exited (16 trimmed, 4 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 32% of total institutional value in FICS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 64.

Hedge Fund Ownership: FICS

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

Market Analysis: FICS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FICS

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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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FICS
2026 Q1 Stats Unlock in 8 days 64 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 64 57 12.28%
13F Shares 4M 4M -0.98%
Total Value $168M $162M 3.81%
New Positions 11 10 +1
Increased Positions 33 27 +6
Closed Positions 4 10 -6
Reduced Positions 16 14 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FICS

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Institutional Holders (2026 Q1)

64 + investors

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

Top 25 institutional holders of FICS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chris Bulman Inc 1.84% 107,829 $4.2M
2 Key FInancial Inc 1.73% 249,690 $9.7M
3 Centennial Wealth Advisory LLC 1.39% 146,665 $5.7M
4 Midwest Financial Group LLC 1.07% 64,411 $2.5M
5 NORTHBRIDGE FINANCIAL GROUP, LLC 0.64% 36,036 $1.5M
6 Golden State Wealth Management, LLC 0.58% 135,096 $5.3M
7 DHJJ Financial Advisors, Ltd. 0.30% 23,046 $900K
8 DRIVE WEALTH MANAGEMENT, LLC 0.17% 20,531 $801K
9 COLUMBIA ADVISORY PARTNERS LLC 0.16% 6,351 $248K
10 WEDBUSH SECURITIES INC 0.09% 81,424 $3K
11 Moors & Cabot, Inc. 0.06% 33,166 $1.3M
12 Brookstone Capital Management 0.05% 105,701 $4.1M
13 Sovran Advisors, LLC 0.03% 9,233 $374K
14 Sigma Planning Corp 0.03% 24,919 $973K
15 BARRETT & COMPANY, INC. 0.03% 2,000 $78K
16 FOUNDERS FINANCIAL SECURITIES LLC 0.03% 10,715 $435K
17 Triad Wealth Partners, LLC 0.02% 7,742 $302K
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% 38,457 $1.5M
19 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% 6,577 $260K
20 D.A. DAVIDSON & CO. 0.02% 64,441 $2.5M
21 LPL Financial LLC 0.01% 1,086,769 $42.4M
22 TD Capital Management LLC 0.01% 2,376 $93K
23 Sanctuary Advisors, LLC 0.01% 31,904 $1.2M
24 Steward Partners Investment Advisory, LLC 0.01% 33,323 $1.3M
25 Janney Montgomery Scott LLC 0.01% 66,124 $3K
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 (FICS)

What does the Smart Money Trend signal show for FICS?

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

More buyers than sellers — 69% buying: Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 20 were sellers (16 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FICS holders?

Strong quality — 32% AUM from major funds: 8 of 64 holders rank in the top 100 by AUM, accounting for 32% 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 FICS?

Mixed — 39% long-term, 28% new: Of the 64 current holders: 25 (39%) held >2 years, 21 held 1–2 years, and 18 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.