Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DAUG)

111 + 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
↓ -7
Streak
1Q ▼
Buyers last Q
34%

Smart Money Signals — DAUG

Based on 112 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DAUG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
112 funds currently hold this stock — 94% of the 3.0-year high of 119 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+23% 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.
🔴

Heavy selling pressure — only 34% buying

30 buying58 selling
Last quarter: 58 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 25 → 19 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 27% medium 25% new
54 out of 112 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

6 → 9 → 25 → 19 → 8 new funds/Q
New funds entering each quarter: 9 → 25 → 19 → 8. 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 — 54% veterans vs 28% newcomers

54% veterans 19% 1-2yr 28% new
Entry-cohort mix of 112 holders: 60 (54%) are 2+ year veterans, 21 entered 1–2 years ago, and 31 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
8 of 112 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Institutional Sentiment Summary — DAUG

In 2026 Q1, 30 hedge funds were net buyers of DAUG (8 opened a new position, 22 added to an existing one), while 58 reduced or exited (43 trimmed, 15 sold completely) — a 34% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 112.

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

-- --

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

Is It Too Late to Buy First Tr Exchng Traded Fd VI (DAUG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DAUG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
DAUG
+7.2%
SPY
+14.9%

DAUG outperformed SPY by -7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
DAUG
+0.7%
SPY
+1.1%

Since the filing became public, DAUG outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: DAUG
111 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 111 119 -6.72%
13F Shares 3M 3M -5.05%
Total Value $135M $150M -10.05%
New Positions 8 19 -11
Increased Positions 22 22 -
Closed Positions 16 10 +6
Reduced Positions 42 51 -9
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 Q1)

111 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mission Financial Group, LLC 1.96% 48,814 $2.1M
2 Hartford Financial Management Inc. 1.79% 161,461 $7.0M
3 MinichMacGregor Wealth Management, LLC 1.63% 211,946 $9.2M
4 REAP Financial Group, LLC 0.92% 106,919 $4.7M
5 Nova Wealth Management, Inc. 0.88% 31,132 $1.4M
6 Grantvest Financial Group LLC 0.71% 25,273 $1.1M
7 Sage Capital Advisors,llc 0.62% 61,794 $2.7M
8 Camelot Portfolios, LLC 0.60% 18,653 $812K
9 CFC Planning Co LLC 0.59% 19,096 $832K
10 LifeWealth Investments, LLC 0.49% 37,583 $1.6M
11 Integrity Financial Corp /WA 0.48% 21,947 $956K
12 TopTier Wealth Management, LLC 0.42% 15,649 $682K
13 Ritter Daniher Financial Advisory LLC / DE 0.39% 53,385 $2.3M
14 Arbor Capital Management Inc /Adv 0.35% 9,849 $435K
15 Wealthgarden F.S. LLC 0.28% 9,379 $408K
16 IMG Wealth Management, Inc. 0.22% 7,853 $342K
17 Evolution Wealth Management INC. 0.21% 6,544 $285K
18 Ignite Planners, LLC 0.20% 30,225 $1.3M
19 Benson Wealth Management INC 0.20% 3,397 $148K
20 Founders Financial Securities LLC 0.20% 73,947 $3.3M
21 Tanglewood Legacy Advisors, LLC 0.17% 10,946 $477K
22 Sun Financial Inc 0.17% 7,432 $344K
23 Lakeridge Wealth Management LLC 0.17% 9,045 $394K
24 Foguth Wealth Management, LLC. 0.16% 28,962 $1.4M
25 Pinnacle Wealth Planning Services, Inc. 0.16% 35,000 $1.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DAUG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DAUG?

Heavy selling pressure — only 34% buying: Last quarter: 58 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for DAUG holders?

Smaller funds dominant — 11% AUM from top-100: 8 of 112 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 DAUG?

48% of holders stayed for 2+ years: 54 out of 112 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.

Is it too late to buy First Tr Exchng Traded Fd VI (DAUG) following the 2026 Q1 hedge fund 13F filings?

As of today, DAUG has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), DAUG has gained +7.2% vs +14.9% 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.

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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