Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (FIXD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — FIXD

Based on 318 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FIXD 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
318 funds currently hold this stock — 93% of the 3.0-year high of 343 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

158 buying164 selling
Last quarter: 164 funds reduced or exited vs 158 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 24 → 42 → 45 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 15% new
220 out of 318 hedge funds have held FIXD 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

18 → 24 → 42 → 45 → 32 new funds/Q
New funds entering each quarter: 24 → 42 → 45 → 32. A growing number of institutions are discovering FIXD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 17% newcomers

■ 70% veterans ■ 13% 1-2yr ■ 17% new
Entry-cohort mix of 318 holders: 222 (70%) are 2+ year veterans, 41 entered 1–2 years ago, and 55 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
22 of 318 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FIXD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — FIXD

In 2026 Q2, 158 hedge funds were net buyers of FIXD (32 opened a new position, 126 added to an existing one), while 164 reduced or exited (128 trimmed, 36 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 54% of total institutional value in FIXD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 318.

Hedge Fund Ownership: FIXD

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

Market Analysis: FIXD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIXD

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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.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: FIXD
316 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 316 322 -1.86%
13F Shares 59M 61M -3.34%
Total Value $2.50B $2.56B -2.41%
New Positions 32 45 -13
Increased Positions 126 128 -2
Closed Positions 38 31 +7
Reduced Positions 128 122 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIXD

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Institutional Holders (2026 Q2)

316 + investors

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

QUARTER:
Top 25 FIXD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LeClair Wealth Partners LLC 9.28% 410,941 $17.9M
2 Dominguez Wealth Management Solutions, Inc. 8.25% 343,382 $15.0M
3 Randall & Associates Wealth Management 3.24% 120,096 $5.2M
4 Capital Financial Group Inc\co\ /Adv 2.58% 113,161 $4.9M
5 Great Lakes Retirement, Inc. 2.54% 654,829 $28.6M
6 TCP Asset Management, LLC 2.32% 469,114 $20.5M
7 Landmark Wealth Management, LLC 2.11% 202,601 $8.8M
8 Family Capital Management, Inc. 1.87% 110,383 $4.8M
9 Twin Peaks Wealth Advisors, LLC 1.85% 187,558 $8.2M
10 Triumph Capital Management 1.80% 228,135 $9.9M
11 Per Stirling Capital Management, LLC. 1.74% 421,122 $18.4M
12 GDS Wealth Management 1.63% 783,681 $34.2M
13 Core Wealth Partners LLC 1.58% 84,881 $3.7M
14 Iams Wealth Management, LLC 1.51% 115,002 $5.0M
15 First Financial Group Corp 1.41% 44,846 $2.0M
16 Darwin Wealth Management, LLC 1.35% 112,766 $4.9M
17 IFS Group,LLC 1.31% 21,825 $952K
18 LexAurum Advisors, LLC 1.23% 243,516 $10.6M
19 Capital Planning LLC 1.14% 89,683 $3.9M
20 ERn Financial, LLC 1.03% 143,214 $6.2M
21 Chiron Capital Management, LLC 0.99% 25,317 $1.1M
22 Fsb Premier Wealth Management, INC. 0.94% 76,868 $3.4M
23 Commonwealth Financial Services, LLC 0.90% 153,627 $6.7M
24 Keystone Wealth Services, LLC 0.88% 108,343 $4.7M
25 BCGM Wealth Management, LLC 0.86% 92,775 $4.0M
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 Exchng Traded Fd VI (FIXD)

What does the Smart Money Trend signal show for FIXD?

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

More sellers than buyers — 49% buying: Last quarter: 164 funds reduced or exited vs 158 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FIXD holders?

Elite ownership — 54% AUM from top-100 funds: 22 of 318 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FIXD. 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 FIXD?

69% of holders stayed for 2+ years: 220 out of 318 hedge funds have held FIXD 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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