Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (FSEP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — FSEP

Based on 145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FSEP 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
145 hedge funds hold FSEP 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 — +16% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

74 buying56 selling
Last quarter: 74 funds bought or added vs 56 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 — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 14 → 26 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 34% medium ■ 25% new
59 out of 145 hedge funds have held FSEP 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

26 → 13 → 14 → 26 → 23 new funds/Q
New funds entering each quarter: 13 → 14 → 26 → 23. 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 — 45% of holders stayed 2+ years

■ 45% veterans ■ 21% 1-2yr ■ 34% new
Of 145 current holders: 65 (45%) 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.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
9 of 145 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: FSEP

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

Market Analysis: FSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSEP

-- --

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.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: FSEP
2026 Q1 Stats Unlock in 10 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 136 6.62%
13F Shares 5M 5M -1.11%
Total Value $277M $275M 0.74%
New Positions 23 26 -3
Increased Positions 51 56 -5
Closed Positions 14 12 +2
Reduced Positions 42 31 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FSEP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

145 + investors

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

Top 25 institutional holders of FSEP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BAM Wealth Management, LLC 3.21% 85,378 $4.3M
2 1776 Wealth LLC 1.45% 73,408 $3.7M
3 LEGACY SOLUTIONS, LLC 1.08% 23,088 $1.2M
4 FWG Investments, LLC. 0.92% 28,875 $1.5M
5 Wealthcare Advisory Partners LLC 0.72% 733,902 $36.9M
6 WEALTHGARDEN F.S. LLC 0.55% 16,156 $813K
7 ERn Financial, LLC 0.41% 43,025 $2.2M
8 ARBOR CAPITAL MANAGEMENT INC /ADV 0.32% 7,549 $387K
9 Accel Wealth Management 0.30% 23,180 $1.2M
10 Strategic Blueprint, LLC 0.30% 103,767 $5.2M
11 DHJJ Financial Advisors, Ltd. 0.29% 17,587 $885K
12 ACT Advisors, LLC. 0.27% 12,468 $628K
13 Chris Bulman Inc 0.26% 11,585 $583K
14 Catalina Capital Group, LLC 0.23% 7,766 $391K
15 TFB Advisors LLC 0.22% 8,297 $418K
16 SWMG, LLC 0.20% 13,621 $686K
17 Fragasso Financial Advisors Inc 0.19% 61,298 $3.1M
18 TopTier Wealth Management, LLC 0.18% 5,755 $290K
19 Noble Wealth Management PBC 0.15% 6,040 $304K
20 WORLD EQUITY GROUP, INC. 0.15% 11,215 $564K
21 Share Andrew L. 0.14% 6,000 $302K
22 Signal Advisors Wealth, LLC 0.13% 37,727 $1.9M
23 Octavia Wealth Advisors, LLC 0.12% 24,451 $1.2M
24 BEACON FINANCIAL GROUP 0.09% 18,502 $954K
25 Ignite Planners, LLC 0.09% 12,017 $605K
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 (FSEP)

What does the Smart Money Trend signal show for FSEP?

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

Slight buying edge — 57% buying: Last quarter: 74 funds bought or added vs 56 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 FSEP holders?

Smaller funds dominant — 15% AUM from top-100: 9 of 145 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FSEP?

41% of holders stayed for 2+ years: 59 out of 145 hedge funds have held FSEP 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.