FMF Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (FMF) following the 2026 Q2 hedge fund 13F filings?

As of today, FMF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), FMF gained +1.0% vs +4.0% 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.

First Tr Exchange-Traded Fd (FMF)

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

Smart Money Signals — FMF

Based on 83 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added FMF 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

83 hedge funds hold FMF 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 — +14% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

55 buying38 selling

Last quarter: 55 funds bought or added vs 38 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.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 12 → 13 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new

43 out of 83 hedge funds have held FMF 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

9 → 9 → 12 → 13 → 14 new funds/Q

New funds entering each quarter: 9 → 12 → 13 → 14. A growing number of institutions are discovering FMF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 57% veterans vs 24% newcomers

■ 57% veterans ■ 19% 1-2yr ■ 24% new

Entry-cohort mix of 83 holders: 47 (57%) are 2+ year veterans, 16 entered 1–2 years ago, and 20 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

8 of 83 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	83	80	3.75%
13F Shares	4M	4M	6.32%
Total Value	$189M	$180M	4.82%
New Positions	14	13	+1
Increased Positions	41	42	-1
Closed Positions	11	7	+4
Reduced Positions	26	18	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

3.75%

13F Shares

6.32%

Total Value

$189M

$180M

4.82%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

83 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FMF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Center For Asset Management LLC	1.71%	76,954	$3.9M
2	TCP Asset Management, LLC	1.28%	225,531	$11.3M
3	Beta Wealth Group, Inc.	0.49%	26,142	$1.3M
4	Twelve Points Wealth Management LLC	0.33%	32,986	$1.7M
5	Iams Wealth Management, LLC	0.27%	17,819	$893K
6	Pinnacle Family Advisors, LLC	0.26%	12,162	$610K
7	Fermata Advisors, LLC	0.20%	20,101	$1.0M
8	Fsb Premier Wealth Management, INC.	0.17%	12,259	$614K
9	BlueChip Wealth Advisors LLC	0.16%	8,430	$423K
10	Holistic Financial Partners	0.14%	4,421	$222K
11	Beacon Capital Management, Inc.	0.09%	30,031	$1.5M
12	Simplicity Wealth,LLC	0.09%	51,811	$2.6M
13	RFG Advisory, LLC	0.09%	111,309	$5.6M
14	LaSalle St. Investment Advisors, LLC	0.08%	13,576	$680K
15	Maripau Wealth Management LLC	0.08%	4,359	$218K
16	Balboa Wealth Partners	0.08%	11,364	$570K
17	Private Client Services, LLC	0.07%	5,617	$282K
18	Hbw Advisory Services LLC	0.07%	15,072	$755K
19	Richmond Investment Services, LLC	0.07%	4,206	$211K
20	IFP Advisors, Inc	0.06%	62,877	$3.2M
21	Rossby Financial, LCC	0.04%	4,434	$222K
22	Novem Group	0.04%	7,653	$384K
23	Synergy Investment Management, LLC	0.04%	3,192	$160K
24	CreativeOne Wealth, LLC	0.04%	34,681	$1.7M
25	First Trust Advisors LP	0.03%	1,098,446	$55.1M

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 (FMF)

What does the Smart Money Trend signal show for FMF?

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

Slight buying edge — 59% buying: Last quarter: 55 funds bought or added vs 38 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 FMF holders?

Elite ownership — 41% AUM from top-100 funds: 8 of 83 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in FMF. 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 FMF?

52% of holders stayed for 2+ years: 43 out of 83 hedge funds have held FMF 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 (FMF) following the 2026 Q2 hedge fund 13F filings?

As of today, FMF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), FMF has gained +1.0% vs +4.0% 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.

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First Tr Exchange-Traded Fd (FMF)

Smart Money Signals — FMF

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~14 new funds per quarter

52% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 57% veterans vs 24% newcomers

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — FMF

Hedge Fund Ownership: FMF

Market Analysis: FMF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FMF

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

Hedge Fund Positioning: FMF

Statistics: FMF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (FMF)

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