Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FIIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — FIIG

Based on 107 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 FIIG 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
107 hedge funds hold FIIG 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 — +15% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

72 buying40 selling
Last quarter: 72 funds were net buyers (21 opened a brand new position + 51 added to an existing one). Only 40 were sellers (29 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new FIIG position: 16 → 12 → 13 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 25% entered in last year

■ 11% conviction (2yr+) ■ 64% medium ■ 25% new
Only 12 funds (11%) 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.
📈

Growing discovery — still being found

25 → 16 → 12 → 13 → 21 new funds/Q
New funds entering each quarter: 16 → 12 → 13 → 21. A growing number of institutions are discovering FIIG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 4% veterans, 41% new entrants

■ 4% veterans ■ 55% 1-2yr ■ 41% new
Of 107 current holders: 4 (4%) held 2+ years, 59 held 1–2 years, 44 (41%) 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
8 of 107 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 — FIIG

In 2025 Q4, 72 hedge funds were net buyers of FIIG (21 opened a new position, 51 added to an existing one), while 40 reduced or exited (29 trimmed, 11 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 36% of total institutional value in FIIG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: FIIG

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

Market Analysis: FIIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIIG

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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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: FIIG
2026 Q1 Stats Unlock in 7 days 107 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 107 97 10.31%
13F Shares 24M 20M 19.76%
Total Value $508M $425M 19.51%
New Positions 21 13 +8
Increased Positions 51 51 -
Closed Positions 11 18 -7
Reduced Positions 29 28 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIIG

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Institutional Holders (2026 Q1)

107 + investors

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

Top 25 institutional holders of FIIG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MANCHESTER FINANCIAL INC 4.25% 1,068,062 $22.2M
2 TCP Asset Management, LLC 3.73% 1,397,278 $29.0M
3 Owen LaRue, LLC 2.31% 290,546 $6.0M
4 Per Stirling Capital Management, LLC. 2.02% 880,325 $18.3M
5 Sequent Planning LLC 0.88% 175,186 $3.6M
6 TWIN PEAKS WEALTH ADVISORS, LLC 0.69% 132,222 $2.7M
7 IAMS WEALTH MANAGEMENT, LLC 0.49% 67,527 $1.4M
8 WINEBRENNER CAPITAL MANAGEMENT LLC 0.48% 36,307 $753K
9 BAM Wealth Management, LLC 0.47% 30,453 $632K
10 Omnitrust Wealth Management, Inc 0.41% 15,228 $316K
11 Csenge Advisory Group 0.23% 237,188 $4.9M
12 Milestones Private Investment Advisors LLC 0.21% 11,568 $240K
13 STEPHENS INC /AR/ 0.20% 761,660 $15.8M
14 BlueChip Wealth Advisors LLC 0.19% 21,289 $442K
15 Avior Wealth Management, LLC 0.11% 180,401 $3.7M
16 BARRETT & COMPANY, INC. 0.10% 14,332 $297K
17 Impact Partnership Wealth, LLC 0.10% 38,465 $798K
18 Ignite Planners, LLC 0.09% 26,782 $570K
19 PRIVATE CLIENT SERVICES, LLC 0.09% 13,848 $287K
20 LaSalle St. Investment Advisors, LLC 0.08% 27,433 $569K
21 INDEPENDENT FINANCIAL GROUP, LLC 0.08% 128,019 $2.7M
22 EVOLUTION WEALTH MANAGEMENT INC. 0.08% 5,085 $106K
23 Asset Allocation Strategies LLC 0.08% 20,581 $427K
24 BENJAMIN EDWARDS INC 0.08% 366,373 $7.6M
25 Rossby Financial, LCC 0.07% 15,766 $327K
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 (FIIG)

What does the Smart Money Trend signal show for FIIG?

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

More buyers than sellers — 64% buying: Last quarter: 72 funds were net buyers (21 opened a brand new position + 51 added to an existing one). Only 40 were sellers (29 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FIIG holders?

Strong quality — 36% AUM from major funds: 8 of 107 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 FIIG?

Mostly new holders — 25% entered in last year: Only 12 funds (11%) 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.