FNK Hedge Fund Ownership (Q2 2026)

First Tr Exchange-Traded Alp (FNK)

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

Smart Money Signals — FNK

Based on 58 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 FNK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

58 hedge funds hold FNK 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 — +7% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 46% buying

23 buying27 selling

Last quarter: 27 funds reduced or exited vs 23 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.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 5 → 11 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new

37 out of 58 hedge funds have held FNK 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.

➡️

Steady discovery — ~7 new funds/quarter

2 → 7 → 5 → 11 → 7 new funds/Q

New funds entering each quarter: 7 → 5 → 11 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 67% veterans vs 17% newcomers

■ 67% veterans ■ 16% 1-2yr ■ 17% new

Entry-cohort mix of 58 holders: 39 (67%) are 2+ year veterans, 9 entered 1–2 years ago, and 10 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

11 of 58 holders rank in the top 100 by AUM, accounting for 30% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	58	60	-3.33%
13F Shares	3M	3M	-0.43%
Total Value	$159M	$146M	8.83%
New Positions	7	11	-4
Increased Positions	16	20	-4
Closed Positions	9	5	+4
Reduced Positions	18	15	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-3.33%

13F Shares

-0.43%

Total Value

$159M

$146M

8.83%

New Positions

-4

Increased Positions

-4

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

58 + investors

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

QUARTER:

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

Top 25 FNK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Total Investment Management Inc	8.53%	1,275,782	$80.9M
2	ARS Wealth Advisors Group, LLC	0.06%	11,490	$704K
3	Kingsview Wealth Management, LLC	0.05%	64,005	$3.9M
4	Keel Point, LLC	0.04%	11,686	$717K
5	Triumph Capital Management	0.04%	3,488	$214K
6	Ameriflex Group, INC.	0.03%	1,080	$66K
7	Founders Financial Alliance, LLC	0.02%	2,927	$179K
8	Benson Wealth Management INC	0.02%	356	$22K
9	Advisor OS, LLC	0.02%	4,475	$274K
10	LFA - Lugano Financial Advisors SA	0.01%	300	$18K
11	StoneX Group Inc.	0.01%	4,357	$266K
12	Level Four Advisory Services, LLC	0.01%	5,614	$344K
13	Equitable Holdings, Inc.	0.01%	20,458	$1.3M
14	Cetera Investment Advisers	0.01%	130,373	$8.0M
15	Sigma Planning Corp	0.01%	4,151	$254K
16	Dynamic Advisor Solutions LLC	0.01%	3,665	$225K
17	Stratos Wealth Partners, LTD.	0.01%	9,917	$608K
18	Ashton Thomas Private Wealth, LLC	0.01%	4,763	$292K
19	Daymark Wealth Partners, LLC	0.01%	3,799	$233K
20	GAMMA Investing LLC	0.00%	1,816	$111K
21	Great Valley Advisor Group, INC.	0.00%	3,989	$244K
22	&Partners	0.00%	13,802	$846K
23	Osaic Holdings, INC.	0.00%	45,769	$2.8M
24	RFG Advisory, LLC	0.00%	3,297	$202K
25	Geneos Wealth Management Inc.	0.00%	2,400	$147K

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 Alp (FNK)

What does the Smart Money Trend signal show for FNK?

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

More sellers than buyers — 46% buying: Last quarter: 27 funds reduced or exited vs 23 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 FNK holders?

Strong quality — 30% AUM from major funds: 11 of 58 holders rank in the top 100 by AUM, accounting for 30% 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 FNK?

64% of holders stayed for 2+ years: 37 out of 58 hedge funds have held FNK 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.

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First Tr Exchange-Traded Alp (FNK)

Smart Money Signals — FNK

Selling streak — 1 quarter in a row

At the ownership peak (95% of max)

Steady growth — +7% more funds vs a year ago

More sellers than buyers — 46% buying

Steady new buyers — ~7 new funds per quarter

64% of holders stayed for 2+ years

Steady discovery — ~7 new funds/quarter

Veteran-anchored — 67% veterans vs 17% newcomers

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — FNK

Hedge Fund Ownership: FNK

Market Analysis: FNK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FNK

Hedge Fund Positioning: FNK

Statistics: FNK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Alp (FNK)

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