Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FSIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — FSIG

Based on 149 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FSIG 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
149 hedge funds hold FSIG 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 — +6% more funds vs a year ago

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

Slight buying edge — 58% buying

90 buying65 selling
Last quarter: 90 funds bought or added vs 65 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.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new FSIG position: 13 → 16 → 13 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 32% medium ■ 20% new
71 out of 149 hedge funds have held FSIG 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

21 → 13 → 16 → 13 → 26 new funds/Q
New funds entering each quarter: 13 → 16 → 13 → 26. A growing number of institutions are discovering FSIG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 23% 1-2yr ■ 28% new
Of 149 current holders: 73 (49%) 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.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
12 of 149 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in FSIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
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.

Institutional Sentiment Summary — FSIG

In 2025 Q4, 90 hedge funds were net buyers of FSIG (26 opened a new position, 64 added to an existing one), while 65 reduced or exited (49 trimmed, 16 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 62% of total institutional value in FSIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 149.

Hedge Fund Ownership: FSIG

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

Market Analysis: FSIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSIG

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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.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: FSIG
2026 Q1 Stats Unlock in 8 days 149 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 149 139 7.19%
13F Shares 49M 47M 3.56%
Total Value $970M $905M 7.12%
New Positions 26 13 +13
Increased Positions 64 66 -2
Closed Positions 16 17 -1
Reduced Positions 49 50 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FSIG

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Institutional Holders (2026 Q1)

149 + investors

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

Top 25 institutional holders of FSIG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Investment Strategies LLC 3.43% 61,340 $1.2M
2 Csenge Advisory Group 1.82% 2,103,560 $39.8M
3 TCP Asset Management, LLC 0.70% 288,274 $5.5M
4 TRUE BLUE FINANCIAL, LLC 0.68% 45,733 $866K
5 Archer Investment Corp 0.51% 126,970 $2.4M
6 KMG FIDUCIARY PARTNERS, LLC 0.48% 340,507 $6.4M
7 WINEBRENNER CAPITAL MANAGEMENT LLC 0.46% 37,493 $710K
8 WealthBridge Capital Management, LLC 0.39% 88,624 $1.7M
9 Stenger Family Office, LLC 0.38% 112,328 $2.1M
10 Platform Technology Partners 0.36% 99,598 $1.9M
11 IAMS WEALTH MANAGEMENT, LLC 0.33% 50,566 $958K
12 Balefire, LLC 0.30% 83,301 $1.6M
13 Center for Financial Planning, Inc. 0.26% 131,770 $2.5M
14 TWIN PEAKS WEALTH ADVISORS, LLC 0.25% 51,907 $983K
15 BAM Wealth Management, LLC 0.24% 16,662 $316K
16 Sequent Planning LLC 0.23% 51,285 $971K
17 Milestones Private Investment Advisors LLC 0.21% 12,539 $237K
18 Accurate Wealth Management, LLC 0.14% 61,876 $1.2M
19 BARRETT & COMPANY, INC. 0.13% 19,394 $367K
20 Merkkuri Wealth Advisors LLC 0.12% 9,339 $177K
21 Continuum Advisory, LLC 0.10% 56,791 $1.1M
22 Maia Wealth LLC 0.10% 31,059 $588K
23 Acorn Wealth Advisors, LLC 0.09% 15,950 $302K
24 STEPHENS INC /AR/ 0.08% 354,923 $6.7M
25 Avior Wealth Management, LLC 0.08% 152,934 $2.9M
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 EXCHANGE-TRADED FD (FSIG)

What does the Smart Money Trend signal show for FSIG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FSIG 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 FSIG?

Slight buying edge — 58% buying: Last quarter: 90 funds bought or added vs 65 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 FSIG holders?

Elite ownership — 62% AUM from top-100 funds: 12 of 149 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in FSIG. 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 FSIG?

48% of holders stayed for 2+ years: 71 out of 149 hedge funds have held FSIG 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.