Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DFEB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — DFEB

Based on 142 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DFEB 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 (97% of max)

97% of all-time peak
142 hedge funds hold DFEB 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 — +15% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

64 buying60 selling
Last quarter: 64 funds bought or added vs 60 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new DFEB position: 29 → 12 → 16 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 34% medium ■ 21% new
64 out of 142 hedge funds have held DFEB 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 — ~23 new funds/quarter

38 → 29 → 12 → 16 → 23 new funds/Q
New funds entering each quarter: 29 → 12 → 16 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 38% newcomers

■ 46% veterans ■ 15% 1-2yr ■ 38% new
Entry-cohort mix of 142 holders: 66 (46%) are 2+ year veterans, 22 entered 1–2 years ago, and 54 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
10 of 142 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — DFEB

In 2026 Q1, 64 hedge funds were net buyers of DFEB (23 opened a new position, 41 added to an existing one), while 60 reduced or exited (42 trimmed, 18 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 142.

Hedge Fund Ownership: DFEB

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

Market Analysis: DFEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFEB

-- --

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

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

Signal Freshness measures how much DFEB 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 · 79d ago
DFEB
+6.4%
SPY
+13.9%

DFEB outperformed SPY by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DFEB
+0.3%
SPY
+0.2%

Since the filing became public, DFEB outperformed SPY by +0.1% .

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
0.9
/ 10
conviction
Hedge Fund Positioning: DFEB
139 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 139 137 1.46%
13F Shares 4M 3M 21.77%
Total Value $184M $160M 15.0%
New Positions 23 16 +7
Increased Positions 41 13 +28
Closed Positions 21 16 +5
Reduced Positions 40 63 -23
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFEB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

139 + investors

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

QUARTER:
Top 25 DFEB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Asset Management, Inc. (NB/CA) 2.17% 144,016 $6.8M
2 Camelot Portfolios, LLC 1.09% 31,043 $1.5M
3 Uptick Partners, LLC 1.04% 110,512 $5.2M
4 LifeWealth Investments, LLC 0.92% 65,363 $3.1M
5 Tanglewood Legacy Advisors, LLC 0.91% 53,209 $2.5M
6 Advance Capital Management, Inc. 0.76% 423,102 $20.0M
7 SMART Wealth LLC 0.70% 50,360 $2.4M
8 Oder Investment Management, LLC 0.61% 16,821 $797K
9 Integrity Financial Corp /WA 0.57% 24,345 $1.2M
10 Cascade Investment Group, INC. 0.54% 17,335 $821K
11 REAP Financial Group, LLC 0.52% 55,407 $2.6M
12 Nova Wealth Management, Inc. 0.43% 14,062 $666K
13 Beacon Financial Group 0.39% 82,274 $3.9M
14 Precedent Wealth Partners, LLC 0.38% 40,190 $1.9M
15 Sun Financial Inc 0.36% 14,183 $712K
16 Keystone Wealth Services, LLC 0.33% 32,166 $1.5M
17 Castleview Partners, LLC 0.30% 12,177 $577K
18 Lakeridge Wealth Management LLC 0.28% 13,926 $660K
19 Ignite Planners, LLC 0.26% 35,923 $1.7M
20 Winnow Wealth LLC 0.24% 6,594 $312K
21 Jim Saulnier & Associates, LLC 0.23% 10,014 $474K
22 Grantvest Financial Group LLC 0.23% 7,431 $352K
23 Luminist Capital LLC 0.23% 3,579 $170K
24 Madrona Financial Services, LLC 0.22% 21,533 $1.0M
25 CFC Planning Co LLC 0.21% 6,275 $297K
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 (DFEB)

What does the Smart Money Trend signal show for DFEB?

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

Slight buying edge — 52% buying: Last quarter: 64 funds bought or added vs 60 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 DFEB holders?

Smaller funds dominant — 8% AUM from top-100: 10 of 142 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFEB?

45% of holders stayed for 2+ years: 64 out of 142 hedge funds have held DFEB 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 (DFEB) following the 2026 Q1 hedge fund 13F filings?

As of today, DFEB has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), DFEB has gained +6.4% vs +13.9% 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.

Full history →