Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (FIXD)

297 + Investors. Track Smart Money conviction in FIXD. 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
↑ +21
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — FIXD

Based on 307 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 FIXD 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
307 funds currently hold this stock — 90% of the 3.0-year high of 342 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
35 fewer hedge funds hold FIXD compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 56% buying

166 buying133 selling
Last quarter: 166 funds bought or added vs 133 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.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new FIXD position: 24 → 17 → 23 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 20% medium 13% new
207 out of 307 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.
🚀

Acceleration phase — new buyers rushing in

54 → 24 → 17 → 23 → 42 new funds/Q
New funds entering each quarter: 24 → 17 → 23 → 42. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 14% 1-2yr 21% new
Of 307 current holders: 202 (66%) 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.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
21 of 307 holders are among the 100 largest funds by AUM, controlling 53% 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.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — FIXD

In 2025 Q4, 166 hedge funds were net buyers of FIXD (42 opened a new position, 124 added to an existing one), while 133 reduced or exited (112 trimmed, 21 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 53% of total institutional value in FIXD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 307.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 6 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: FIXD
2026 Q1 Stats Unlock in 3 days 297 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 297 277 7.22%
13F Shares 61M 58M 4.79%
Total Value $2.73B $2.57B 6.32%
New Positions 41 22 +19
Increased Positions 120 112 +8
Closed Positions 21 39 -18
Reduced Positions 110 121 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIXD

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

297 + 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 institutional holders of FIXD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dominguez Wealth Management Solutions, Inc. 8.64% 327,078 $14.3M
2 Commonwealth Financial Services, LLC 5.41% 784,257 $34.2M
3 Alpha Financial Advisors, LLC 5.09% 380,905 $16.6M
4 Randall & Associates Wealth Management 3.42% 116,551 $5.1M
5 Great Lakes Retirement, Inc. 2.88% 638,192 $27.8M
6 CAPITAL FINANCIAL GROUP INC\CO\ /ADV 2.69% 112,254 $4.9M
7 TCP Asset Management, LLC 2.36% 421,943 $18.4M
8 Landmark Wealth Management, LLC 2.19% 187,923 $8.2M
9 TWIN PEAKS WEALTH ADVISORS, LLC 2.08% 189,770 $8.3M
10 Triumph Capital Management 2.07% 233,818 $10.2M
11 Family Capital Management, Inc. 2.06% 106,151 $4.6M
12 Per Stirling Capital Management, LLC. 2.02% 419,909 $18.3M
13 GDS Wealth Management 1.80% 685,735 $29.9M
14 First Financial Group Corp 1.62% 45,556 $2.0M
15 Darwin Wealth Management, LLC 1.52% 112,043 $4.9M
16 Capital Planning LLC 1.43% 101,089 $4.4M
17 Core Wealth Partners LLC 1.33% 65,836 $2.9M
18 LexAurum Advisors, LLC 1.27% 225,414 $9.8M
19 FSB PREMIER WEALTH MANAGEMENT, INC. 1.25% 91,888 $4.0M
20 Entruity Wealth, LLC 1.24% 41,943 $1.8M
21 ERn Financial, LLC 1.12% 136,327 $5.9M
22 Pacific Excel Wealth Advisors, Inc. 1.11% 24,184 $1.1M
23 Sequent Planning LLC 1.10% 103,951 $4.5M
24 BCGM Wealth Management, LLC 0.97% 88,165 $3.8M
25 Keystone Wealth Services, LLC 0.96% 103,251 $4.5M
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?

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

Slight buying edge — 56% buying: Last quarter: 166 funds bought or added vs 133 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 FIXD holders?

Elite ownership — 53% AUM from top-100 funds: 21 of 307 holders are among the 100 largest funds by AUM, controlling 53% 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?

67% of holders stayed for 2+ years: 207 out of 307 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.