Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Trd Alphdx Fd (FJP)

104 + Investors. Track Smart Money conviction in FJP. 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
↑ +17
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — FJP

Based on 105 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FJP 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
105 hedge funds hold FJP 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.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

65 buying35 selling
Last quarter: 65 funds were net buyers (26 opened a brand new position + 39 added to an existing one). Only 35 were sellers (26 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 13 → 23 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 26% medium 30% new
47 out of 105 hedge funds have held FJP 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

15 → 7 → 13 → 23 → 26 new funds/Q
New funds entering each quarter: 7 → 13 → 23 → 26. 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.
🏛️

Veteran-anchored — 55% veterans vs 30% newcomers

55% veterans 15% 1-2yr 30% new
Entry-cohort mix of 105 holders: 58 (55%) are 2+ year veterans, 16 entered 1–2 years ago, and 31 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
11 of 105 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — FJP

In 2026 Q2, 65 hedge funds were net buyers of FJP (26 opened a new position, 39 added to an existing one), while 35 reduced or exited (26 trimmed, 9 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 32% of total institutional value in FJP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 105.

Hedge Fund Ownership: FJP

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

Market Analysis: FJP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FJP

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: FJP
104 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 104 88 18.18%
13F Shares 3M 3M 5.06%
Total Value $201M $187M 8.0%
New Positions 25 23 +2
Increased Positions 39 32 +7
Closed Positions 9 10 -1
Reduced Positions 26 28 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FJP

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Institutional Holders (2026 Q2)

104 + investors

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

QUARTER:
Top 25 FJP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Guild Investment Management, Inc. 2.97% 56,990 $4.3M
2 Holistic Financial Partners 1.95% 41,735 $3.2M
3 American Institute for Advanced Investment Management, LLP 0.50% 11,410 $871K
4 Cottonwood Capital Advisors, LLC 0.38% 8,205 $626K
5 Iams Wealth Management, LLC 0.18% 7,831 $598K
6 Transamerica Financial Advisors, LLC 0.14% 22,399 $1.7M
7 BlueChip Wealth Advisors LLC 0.12% 4,075 $311K
8 Pinnacle Family Advisors, LLC 0.11% 3,447 $263K
9 Gateway Wealth Partners, LLC 0.11% 23,222 $1.8M
10 Hbw Advisory Services LLC 0.08% 11,408 $871K
11 Fsb Premier Wealth Management, INC. 0.08% 3,496 $267K
12 Mowery & Schoenfeld Wealth Management, LLC 0.07% 679 $52K
13 BFI Infinity Ltd. 0.07% 2,968 $227K
14 Osaic Holdings, INC. 0.06% 724,625 $55.3M
15 Tucker Asset Management LLC 0.05% 2,344 $170K
16 Farther Finance Advisors, LLC 0.05% 84,743 $6.5M
17 OneAscent Financial Services LLC 0.05% 12,884 $983K
18 ABLE Financial Group, LLC 0.04% 3,128 $239K
19 LaSalle St. Investment Advisors, LLC 0.04% 4,225 $322K
20 CoreCap Advisors, LLC 0.03% 14,635 $1.1M
21 IFP Advisors, Inc 0.03% 23,791 $1.8M
22 Rathbones Group PLC 0.03% 97,284 $7.4M
23 Benjamin Edwards Inc 0.03% 39,196 $3.0M
24 IFG Advisory, LLC 0.03% 10,141 $774K
25 Prospera Financial Services Inc 0.03% 24,315 $1.9M
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 Exch Trd Alphdx Fd (FJP)

What does the Smart Money Trend signal show for FJP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FJP 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 FJP?

More buyers than sellers — 65% buying: Last quarter: 65 funds were net buyers (26 opened a brand new position + 39 added to an existing one). Only 35 were sellers (26 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FJP holders?

Strong quality — 32% AUM from major funds: 11 of 105 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 FJP?

45% of holders stayed for 2+ years: 47 out of 105 hedge funds have held FJP 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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