Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FMF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — FMF

Based on 78 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
78 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 — +8% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

54 buying25 selling
Last quarter: 54 funds were net buyers (13 opened a brand new position + 41 added to an existing one). Only 25 were sellers (18 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 10 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 19% new
40 out of 78 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

18 → 9 → 8 → 10 → 13 new funds/Q
New funds entering each quarter: 9 → 8 → 10 → 13. A growing number of institutions are discovering FMF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 17% 1-2yr ■ 28% new
Of 78 current holders: 43 (55%) 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.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
5 of 78 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: FMF

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

Market Analysis: FMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FMF

-- --

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: FMF
2026 Q1 Stats Unlock in 10 days 78 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 78 72 8.33%
13F Shares 4M 3M 22.07%
Total Value $180M $153M 17.88%
New Positions 13 10 +3
Increased Positions 41 36 +5
Closed Positions 7 8 -1
Reduced Positions 18 20 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FMF

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

78 + investors

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

Top 25 institutional holders of FMF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALM First Financial Advisors, LLC 2.83% 312,052 $15.8M
2 Center For Asset Management LLC 1.89% 75,198 $3.8M
3 TCP Asset Management, LLC 1.41% 216,985 $11.0M
4 Beta Wealth Group, Inc. 0.59% 27,948 $1.4M
5 IAMS WEALTH MANAGEMENT, LLC 0.32% 17,997 $911K
6 Twelve Points Wealth Management LLC 0.31% 27,521 $1.4M
7 Fermata Advisors, LLC 0.22% 19,241 $974K
8 BlueChip Wealth Advisors LLC 0.19% 8,430 $427K
9 Simplicity Wealth,LLC 0.10% 34,955 $1.8M
10 LaSalle St. Investment Advisors, LLC 0.10% 13,624 $690K
11 Balboa Wealth Partners 0.10% 11,198 $567K
12 PRIVATE CLIENT SERVICES, LLC 0.09% 6,078 $308K
13 Holistic Financial Partners 0.08% 4,479 $227K
14 HBW ADVISORY SERVICES LLC 0.08% 14,746 $746K
15 Richmond Investment Services, LLC 0.08% 9,298 $471K
16 RFG Advisory, LLC 0.07% 78,413 $4.0M
17 IFP Advisors, Inc 0.06% 60,076 $3.0M
18 Asset Allocation Strategies LLC 0.05% 5,803 $294K
19 NOVEM GROUP 0.04% 7,622 $386K
20 First Heartland Consultants, Inc. 0.03% 7,702 $390K
21 Janney Montgomery Scott LLC 0.03% 208,142 $11K
22 My Portfolio Guide, LLC 0.02% 740 $37K
23 ASSETMARK, INC 0.02% 187,574 $9.5M
24 Signal Advisors Wealth, LLC 0.02% 5,468 $277K
25 Concurrent Investment Advisors, LLC 0.02% 34,025 $1.7M
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 68% buying: Last quarter: 54 funds were net buyers (13 opened a brand new position + 41 added to an existing one). Only 25 were sellers (18 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FMF holders?

Strong quality — 29% AUM from major funds: 5 of 78 holders rank in the top 100 by AUM, accounting for 29% 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 FMF?

51% of holders stayed for 2+ years: 40 out of 78 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.

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.