MISL Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (MISL) following the 2026 Q2 hedge fund 13F filings?

As of today, MISL has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MISL gained +5.0% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

First Tr Exchange-Traded Fd (MISL)

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

Smart Money Signals — MISL

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added MISL 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

137 hedge funds hold MISL 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.

🚀

Fast accumulation — +185% more funds vs a year ago

fund count last 6Q

+89 new funds entered over the past year (+185% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 75% buying

101 buying34 selling

Last quarter: 101 funds were net buyers (49 opened a brand new position + 52 added to an existing one). Only 34 were sellers (27 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new MISL position: 10 → 13 → 40 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 64% entered in last year

■ 14% conviction (2yr+) ■ 22% medium ■ 64% new

Only 19 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

10 → 10 → 13 → 40 → 49 new funds/Q

New funds entering each quarter: 10 → 13 → 40 → 49. 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.

🌱

Early stage — 70% of holders entered in last year

■ 14% veterans ■ 16% 1-2yr ■ 70% new

Of 137 current holders: 96 (70%) entered in the past year, only 19 (14%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds

13 of 137 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in MISL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.6

out of 10

Moderate Exit Risk

Exit risk score 6.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1)	Prior (2025 Q4)	Change
Funds Holding	135	95	42.11%
13F Shares	28M	28M	0.95%
Total Value	$1.08B	$1.08B	-0.04%
New Positions	48	40	+8
Increased Positions	52	33	+19
Closed Positions	8	3	+5
Reduced Positions	26	15	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

135

42.11%

13F Shares

28M

0.95%

Total Value

$1.08B

-0.04%

New Positions

Increased Positions

+19

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

135 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 MISL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tounjian Advisory Partners, LLC	2.00%	101,945	$4.7M
2	Prosperity Financial Group, Inc.	1.50%	105,943	$4.8M
3	Proactive Wealth Strategies LLC	1.40%	190,085	$8.7M
4	NewSquare Capital LLC	0.74%	218,964	$10.0M
5	Buska Wealth Management, LLC	0.63%	38,200	$1.7M
6	Garden State Investment Advisory Services LLC	0.62%	75,097	$3.4M
7	Owen LaRue, LLC	0.43%	26,800	$1.2M
8	Global Assets Advisory, LLC	0.42%	41,917	$1.9M
9	Indie Asset Partners, LLC	0.31%	7,175	$328K
10	Adamsbrown Wealth Consultants LLC	0.18%	21,345	$977K
11	Pvg Asset Management Corp	0.17%	6,359	$291K
12	Keystone Wealth Services, LLC	0.16%	19,070	$873K
13	Daymark Wealth Partners, LLC	0.16%	139,107	$6.4M
14	Capital Investment Advisory Services, LLC	0.12%	43,948	$2.0M
15	BIP Wealth, LLC	0.09%	70,412	$3.2M
16	IFP Advisors, Inc	0.08%	101,253	$4.6M
17	Mattern Wealth Management LLC	0.08%	10,000	$458K
18	Triumph Capital Management	0.07%	9,000	$412K
19	Summit Wealth Group LLC / Co	0.07%	17,466	$799K
20	International Assets Investment Management, LLC	0.06%	22,689	$1.0M
21	Sigma Planning Corp	0.06%	53,574	$2.5M
22	Northwest Financial Advisors	0.06%	9,485	$434K
23	D.A. Davidson & CO.	0.05%	205,794	$9.4M
24	Kestra Advisory Services, LLC	0.05%	341,451	$15.6M
25	Twin Peaks Wealth Advisors, LLC	0.05%	4,793	$219K

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 (MISL)

What does the Smart Money Trend signal show for MISL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MISL 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 MISL?

More buyers than sellers — 75% buying: Last quarter: 101 funds were net buyers (49 opened a brand new position + 52 added to an existing one). Only 34 were sellers (27 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MISL holders?

Elite ownership — 72% AUM from top-100 funds: 13 of 137 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in MISL. 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 MISL?

Mostly new holders — 64% entered in last year: Only 19 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy First Tr Exchange-Traded Fd (MISL) following the 2026 Q2 hedge fund 13F filings?

As of today, MISL has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MISL has gained +5.0% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 Fd (MISL)

Smart Money Signals — MISL

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +185% more funds vs a year ago

More buyers than sellers — 75% buying

More new buyers each quarter (+9 vs last Q)

Mostly new holders — 64% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 70% of holders entered in last year

Elite ownership — 72% AUM from top-100 funds

Institutional Sentiment Summary — MISL

Hedge Fund Ownership: MISL

Market Analysis: MISL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MISL

Is It Too Late to Buy First Tr Exchange-Traded Fd (MISL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MISL

Statistics: MISL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (MISL)

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