Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (FID)

70 + Investors. Track Smart Money conviction in FID. 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
↑ +4
Streak
6Q ▲
Buyers last Q
66%

Smart Money Signals — FID

Based on 70 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 FID 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
70 hedge funds hold FID 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 — +17% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

40 buying21 selling
Last quarter: 40 funds were net buyers (12 opened a brand new position + 28 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 9 → 8 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 20% medium 21% new
41 out of 70 hedge funds have held FID 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.
📈

Growing discovery — still being found

7 → 9 → 9 → 8 → 12 new funds/Q
New funds entering each quarter: 9 → 9 → 8 → 12. A growing number of institutions are discovering FID each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 29% newcomers

60% veterans 11% 1-2yr 29% new
Entry-cohort mix of 70 holders: 42 (60%) are 2+ year veterans, 8 entered 1–2 years ago, and 20 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
10 of 70 holders rank in the top 100 by AUM, accounting for 30% 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 — FID

In 2026 Q1, 40 hedge funds were net buyers of FID (12 opened a new position, 28 added to an existing one), while 21 reduced or exited (13 trimmed, 8 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in FID is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: FID

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

Market Analysis: FID

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FID

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

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

Signal Freshness measures how much FID 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 · 86d ago
FID
+3.3%
SPY
+13.0%

FID outperformed SPY by -9.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
FID
-1.9%
SPY
-0.5%

Since the filing became public, FID outperformed SPY by -1.4% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: FID
70 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 70 66 6.06%
13F Shares 6M 5M 31.15%
Total Value $123M $101M 22.47%
New Positions 12 8 +4
Increased Positions 28 28 -
Closed Positions 8 5 +3
Reduced Positions 13 20 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FID

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Institutional Holders (2026 Q1)

70 + investors

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

QUARTER:
Top 25 FID holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Entruity Wealth, LLC 3.70% 260,130 $5.4M
2 Wagner Wealth Management, LLC 3.43% 811,389 $17.0M
3 Hobart Private Capital, LLC 1.21% 294,378 $6.2M
4 BlueChip Wealth Advisors LLC 1.03% 111,781 $2.3M
5 Arkadios Wealth Advisors 0.25% 730,434 $15.3M
6 Ameriflex Group, INC. 0.20% 19,061 $399K
7 Lansing Street Advisors 0.18% 33,928 $711K
8 Twin Peaks Wealth Advisors, LLC 0.14% 26,959 $565K
9 Ethos Financial Group, LLC 0.13% 82,902 $1.7M
10 Gateway Wealth Partners, LLC 0.12% 148,978 $3.1M
11 Signal Advisors Wealth, LLC 0.10% 68,886 $1.4M
12 Formidable Asset Management, LLC 0.09% 29,502 $606K
13 Fsb Premier Wealth Management, INC. 0.09% 13,681 $287K
14 Iams Wealth Management, LLC 0.08% 10,280 $215K
15 Asset Allocation Strategies LLC 0.04% 9,746 $204K
16 Fort Point Capital Partners LLC 0.03% 13,593 $285K
17 Triad Wealth Partners, LLC 0.03% 19,793 $415K
18 D.A. Davidson & CO. 0.03% 246,440 $5.2M
19 Darwin Wealth Management, LLC 0.02% 3,263 $68K
20 Concurrent Investment Advisors, LLC 0.02% 66,003 $1.4M
21 Sigma Planning Corp 0.01% 24,431 $512K
22 REAP Financial Group, LLC 0.01% 3,418 $72K
23 Benjamin Edwards Inc 0.01% 47,141 $987K
24 Orion Porfolio Solutions, LLC 0.01% 47,557 $996K
25 Raleigh Capital Management Inc. 0.01% 1,158 $24K
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 (FID)

What does the Smart Money Trend signal show for FID?

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

More buyers than sellers — 66% buying: Last quarter: 40 funds were net buyers (12 opened a brand new position + 28 added to an existing one). Only 21 were sellers (13 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FID holders?

Strong quality — 30% AUM from major funds: 10 of 70 holders rank in the top 100 by AUM, accounting for 30% 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 FID?

59% of holders stayed for 2+ years: 41 out of 70 hedge funds have held FID 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.

Is it too late to buy First Tr Exchange Traded Fd (FID) following the 2026 Q1 hedge fund 13F filings?

As of today, FID has moved -1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), FID has gained +3.3% vs +13.0% 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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