Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DEED)

33 + Investors. Track Smart Money conviction in DEED. 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
↓ -3
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — DEED

Based on 33 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DEED 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 — 82% of 3.0Y peak

82% of all-time peak
33 funds currently hold this stock — 82% of the 3.0-year high of 40 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold DEED compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

17 buying20 selling
Last quarter: 20 funds reduced or exited vs 17 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.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 30% medium 15% new
18 out of 33 hedge funds have held DEED 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 — ~6 new funds/quarter

7 → 3 → 4 → 7 → 6 new funds/Q
New funds entering each quarter: 3 → 4 → 7 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 18% newcomers

48% veterans 33% 1-2yr 18% new
Entry-cohort mix of 33 holders: 16 (48%) are 2+ year veterans, 11 entered 1–2 years ago, and 6 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
4 of 33 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — DEED

In 2026 Q2, 17 hedge funds were net buyers of DEED (6 opened a new position, 11 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: DEED

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

Market Analysis: DEED

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DEED

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: DEED
33 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 33 36 -8.33%
13F Shares 3M 3M -5.55%
Total Value $56M $53M 5.91%
New Positions 6 7 -1
Increased Positions 11 16 -5
Closed Positions 9 5 +4
Reduced Positions 11 9 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DEED

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

33 + investors

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

QUARTER:
Top 25 DEED holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Guided Capital Wealth Management, LLC 4.98% 398,039 $8.5M
2 Milestones Private Investment Advisors LLC 1.68% 98,676 $2.1M
3 GDS Wealth Management 1.17% 1,149,150 $24.6M
4 Strategic Financial Partners, Ltd. 0.68% 83,760 $1.8M
5 Puff Wealth Management, LLC 0.42% 19,409 $415K
6 Rik Saylor Financial, INC. 0.36% 25,243 $540K
7 Altfest L J & Co Inc 0.17% 80,692 $1.7M
8 TCFG Investment Advisors, LLC 0.10% 13,594 $291K
9 Ni Acquisitions Company, LLC 0.10% 10,632 $227K
10 Darwin Wealth Management, LLC 0.04% 6,874 $147K
11 Vise Technologies, Inc. 0.02% 98,942 $2.1M
12 Belpointe Asset Management LLC 0.02% 31,319 $670K
13 Insigneo Advisory Services, LLC 0.02% 26,700 $571K
14 Ashton Thomas Private Wealth, LLC 0.02% 42,274 $904K
15 NewEdge Advisors, LLC 0.01% 219,232 $4.7M
16 GeoWealth Management, LLC 0.00% 4,963 $106K
17 Equitable Holdings, Inc. 0.00% 23,211 $496K
18 Wagner Wealth Management, LLC 0.00% 478 $10K
19 Nova Wealth Management, Inc. 0.00% 150 $3K
20 Geneos Wealth Management Inc. 0.00% 3,000 $64K
21 Davis Capital Management 0.00% 67 $1K
22 LPL Financial LLC 0.00% 79,889 $1.7M
23 Raymond James Financial Inc 0.00% 52,278 $1.1M
24 Harbour Investments, INC. 0.00% 966 $21K
25 Creative Financial Designs Inc /Adv 0.00% 244 $5K
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 (DEED)

What does the Smart Money Trend signal show for DEED?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DEED 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 DEED?

More sellers than buyers — 46% buying: Last quarter: 20 funds reduced or exited vs 17 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 DEED holders?

Smaller funds dominant — 7% AUM from top-100: 4 of 33 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DEED?

55% of holders stayed for 2+ years: 18 out of 33 hedge funds have held DEED 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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