Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchng Traded Fd VI (SMAY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — SMAY

Based on 65 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SMAY 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
65 hedge funds hold SMAY 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 — +10% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

38 buying26 selling
Last quarter: 38 funds bought or added vs 26 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new SMAY position: 5 → 15 → 3 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 34% new

31% conviction (2yr+) 35% medium 34% new
Of the 65 current holders: 20 (31%) held >2 years, 23 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +29% but shares only +14% — price-driven

Value
+29%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~17 new funds/quarter

13 → 5 → 15 → 3 → 17 new funds/Q
New funds entering each quarter: 5 → 15 → 3 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 45% new entrants

26% veterans 29% 1-2yr 45% new
Of 65 current holders: 17 (26%) held 2+ years, 19 held 1–2 years, 29 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
3 of 65 holders rank in the top 100 by AUM, but together hold only 11% 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.

Institutional Sentiment Summary — SMAY

In 2026 Q2, 38 hedge funds were net buyers of SMAY (17 opened a new position, 21 added to an existing one), while 26 reduced or exited (17 trimmed, 9 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 65.

Hedge Fund Ownership: SMAY

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

Market Analysis: SMAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMAY

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SMAY
65 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 65 57 14.04%
13F Shares 1M 1M 14.44%
Total Value $36M $28M 29.46%
New Positions 17 3 +14
Increased Positions 21 8 +13
Closed Positions 9 8 +1
Reduced Positions 17 29 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMAY

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Institutional Holders (2026 Q2)

65 + investors

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

QUARTER:
Top 25 SMAY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BFI Wealth Solutions, LLC 0.79% 37,666 $1.1M
2 Lionshead Wealth Management, LLC 0.49% 26,740 $759K
3 Grantvest Financial Group LLC 0.39% 23,824 $676K
4 Benson Wealth Management INC 0.32% 11,349 $322K
5 Optivise Advisory Services LLC 0.29% 20,232 $574K
6 SMART Wealth LLC 0.23% 37,657 $1.1M
7 Quad-Cities Investment Group, LLC 0.22% 21,493 $610K
8 Diligent Investors, LLC 0.13% 21,100 $599K
9 Fsb Premier Wealth Management, INC. 0.13% 16,530 $469K
10 Ignite Planners, LLC 0.11% 27,466 $779K
11 Fortress Private Ledger, LLC 0.10% 12,635 $359K
12 SOA Wealth Advisors, LLC. 0.09% 19,399 $551K
13 DHJJ Financial Advisors, Ltd. 0.08% 9,369 $266K
14 First Heartland Consultants, Inc. 0.06% 33,012 $937K
15 Mgo One Seven LLC 0.05% 112,893 $3.2M
16 Harvest Investment Services, LLC 0.05% 11,681 $332K
17 NorthCrest Asset Manangement, LLC 0.03% 34,726 $982K
18 StoneX Group Inc. 0.02% 17,066 $484K
19 Fragasso Financial Advisors Inc 0.02% 12,914 $366K
20 Kintra Wealth, LLC 0.02% 11,819 $340K
21 Csenge Advisory Group 0.02% 14,839 $421K
22 Pinnacle Wealth Planning Services, Inc. 0.02% 5,756 $163K
23 Blue Bell Private Wealth Management, LLC 0.01% 4,128 $117K
24 Silver Oak Securities, Incorporated 0.01% 7,181 $204K
25 Noble Wealth Management PBC 0.01% 875 $25K
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 (SMAY)

What does the Smart Money Trend signal show for SMAY?

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

Slight buying edge — 59% buying: Last quarter: 38 funds bought or added vs 26 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 SMAY holders?

Smaller funds dominant — 11% AUM from top-100: 3 of 65 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SMAY?

Mixed — 31% long-term, 34% new: Of the 65 current holders: 20 (31%) held >2 years, 23 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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