Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DAUG)

116 + Investors. Track Smart Money conviction in DAUG. 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
↑ +6
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — DAUG

Based on 118 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 DAUG 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 (98% of max)

98% of all-time peak
118 hedge funds hold DAUG 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 — +26% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+26% 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 sellers than buyers — 47% buying

40 buying46 selling
Last quarter: 46 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new DAUG position: 26 → 19 → 8 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 31% medium 25% new
52 out of 118 hedge funds have held DAUG 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.
📊

Peak discovery — momentum slowing

9 → 26 → 19 → 8 → 15 new funds/Q
New funds entering each quarter: 26 → 19 → 8 → 15. DAUG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 48% veterans vs 33% newcomers

48% veterans 19% 1-2yr 33% new
Entry-cohort mix of 118 holders: 57 (48%) are 2+ year veterans, 22 entered 1–2 years ago, and 39 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
6 of 118 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — DAUG

In 2026 Q2, 40 hedge funds were net buyers of DAUG (15 opened a new position, 25 added to an existing one), while 46 reduced or exited (37 trimmed, 9 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 118.

Hedge Fund Ownership: DAUG

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

Market Analysis: DAUG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DAUG

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: DAUG
116 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 116 112 3.57%
13F Shares 3M 3M -2.32%
Total Value $146M $136M 7.19%
New Positions 13 8 +5
Increased Positions 25 22 +3
Closed Positions 9 16 -7
Reduced Positions 37 43 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DAUG

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Institutional Holders (2026 Q2)

116 + investors

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

QUARTER:
Top 25 DAUG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mission Financial Group, LLC 1.91% 49,017 $2.3M
2 Hartford Financial Management Inc. 1.70% 162,249 $7.6M
3 MinichMacGregor Wealth Management, LLC 1.51% 212,745 $10.0M
4 REAP Financial Group, LLC 0.79% 99,211 $4.6M
5 Nova Wealth Management, Inc. 0.69% 26,597 $1.2M
6 Grantvest Financial Group LLC 0.66% 24,434 $1.1M
7 Sage Capital Advisors,llc 0.60% 61,759 $2.9M
8 Camelot Portfolios, LLC 0.59% 17,926 $840K
9 CFC Planning Co LLC 0.56% 20,336 $953K
10 LifeWealth Investments, LLC 0.46% 37,090 $1.7M
11 Integrity Financial Corp /WA 0.46% 20,568 $964K
12 TopTier Wealth Management, LLC 0.44% 15,649 $733K
13 Miramontes Capital, LLC 0.39% 25,955 $1.2M
14 Ritter Daniher Financial Advisory LLC / DE 0.34% 47,252 $2.2M
15 Arbor Capital Management Inc /Adv 0.29% 6,352 $298K
16 Wealthgarden F.S. LLC 0.25% 9,379 $439K
17 IMG Wealth Management, Inc. 0.20% 7,853 $368K
18 Founders Financial Securities LLC 0.20% 83,232 $3.9M
19 Ignite Planners, LLC 0.18% 28,736 $1.3M
20 Evolution Wealth Management INC. 0.18% 6,544 $307K
21 Tanglewood Legacy Advisors, LLC 0.17% 10,946 $513K
22 Sun Financial Inc 0.17% 7,381 $350K
23 Benson Wealth Management INC 0.16% 3,397 $159K
24 Lakeridge Wealth Management LLC 0.16% 9,045 $424K
25 Foguth Wealth Management, LLC. 0.15% 28,584 $1.3M
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 (DAUG)

What does the Smart Money Trend signal show for DAUG?

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

More sellers than buyers — 47% buying: Last quarter: 46 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DAUG holders?

Smaller funds dominant — 14% AUM from top-100: 6 of 118 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DAUG?

44% of holders stayed for 2+ years: 52 out of 118 hedge funds have held DAUG 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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