Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Traded Fd III (FSMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — FSMB

Based on 140 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FSMB 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
140 hedge funds hold FSMB 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 — +13% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

86 buying46 selling
Last quarter: 86 funds were net buyers (19 opened a brand new position + 67 added to an existing one). Only 46 were sellers (29 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 26 → 16 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
85 out of 140 hedge funds have held FSMB 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 — ~19 new funds/quarter

13 → 12 → 26 → 16 → 19 new funds/Q
New funds entering each quarter: 12 → 26 → 16 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 26% newcomers

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Entry-cohort mix of 140 holders: 91 (65%) are 2+ year veterans, 13 entered 1–2 years ago, and 36 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
10 of 140 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — FSMB

In 2026 Q2, 86 hedge funds were net buyers of FSMB (19 opened a new position, 67 added to an existing one), while 46 reduced or exited (29 trimmed, 17 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in FSMB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 140.

Hedge Fund Ownership: FSMB

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

Market Analysis: FSMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FSMB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: FSMB
140 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 140 138 1.45%
13F Shares 26M 23M 14.85%
Total Value $517M $445M 16.12%
New Positions 19 16 +3
Increased Positions 67 65 +2
Closed Positions 17 14 +3
Reduced Positions 29 38 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FSMB

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Institutional Holders (2026 Q2)

140 + investors

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

QUARTER:
Top 25 FSMB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PFS Partners, LLC 5.46% 674,660 $13.5M
2 Vaquero Private Wealth, Ltd 2.48% 601,749 $12.0M
3 EnRich Financial Partners LLC 2.09% 440,062 $8.8M
4 True Blue Financial, LLC 2.01% 238,019 $4.8M
5 RMR Wealth Builders 1.43% 1,151,454 $23.0M
6 Arbor Capital Management Inc /Adv 1.37% 69,922 $1.4M
7 Francis Financial, Inc. 1.17% 357,852 $7.2M
8 Insight Inv LLC 0.86% 91,485 $1.8M
9 XML Financial, LLC 0.76% 519,295 $10.4M
10 Stonehaven Wealth & Tax Solutions, LLC 0.60% 37,500 $750K
11 Per Stirling Capital Management, LLC. 0.60% 314,616 $6.3M
12 Copper Harbor Investment Advisors, LLC 0.51% 119,960 $2.4M
13 Genesis Private Wealth, LLC 0.45% 79,646 $1.6M
14 Nilsine Partners, LLC 0.39% 281,292 $5.6M
15 Condor Capital Management 0.37% 248,150 $5.0M
16 Capital Financial Group Inc\co\ /Adv 0.33% 31,165 $623K
17 Avaii Wealth Management, LLC 0.32% 54,126 $1.1M
18 Hobart Private Capital, LLC 0.30% 86,093 $1.7M
19 Castle Wealth Management LLC 0.27% 46,210 $924K
20 Norris Financial Group, LLC 0.26% 32,353 $647K
21 Fsb Premier Wealth Management, INC. 0.25% 45,214 $904K
22 Principle Wealth Partners LLC 0.23% 231,493 $4.6M
23 Gateway Wealth Partners, LLC 0.21% 176,814 $3.5M
24 One Plus One Wealth Management, LLC 0.18% 21,119 $422K
25 Trust Co of Oklahoma 0.17% 33,343 $667K
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 Exch Traded Fd III (FSMB)

What does the Smart Money Trend signal show for FSMB?

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

More buyers than sellers — 65% buying: Last quarter: 86 funds were net buyers (19 opened a brand new position + 67 added to an existing one). Only 46 were sellers (29 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FSMB holders?

Strong quality — 39% AUM from major funds: 10 of 140 holders rank in the top 100 by AUM, accounting for 39% 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 FSMB?

61% of holders stayed for 2+ years: 85 out of 140 hedge funds have held FSMB 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.

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