Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DFEB)

143 + 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
↑ +3
Streak
3Q ▲
Buyers last Q
43%

Smart Money Signals — DFEB

Based on 145 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (99% of max)

99% of all-time peak
145 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DFEB is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

46 buying60 selling
Last quarter: 60 funds reduced or exited vs 46 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 17 → 23 → 16. 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.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 33% medium ■ 23% new
64 out of 145 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.
📈

Growing discovery — still being found

29 → 12 → 17 → 23 → 16 new funds/Q
New funds entering each quarter: 12 → 17 → 23 → 16. A growing number of institutions are discovering DFEB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 32% newcomers

■ 46% veterans ■ 22% 1-2yr ■ 32% new
Entry-cohort mix of 145 holders: 67 (46%) are 2+ year veterans, 32 entered 1–2 years ago, and 46 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
8 of 145 holders rank in the top 100 by AUM, but together hold only 10% 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 — DFEB

In 2026 Q2, 46 hedge funds were net buyers of DFEB (16 opened a new position, 30 added to an existing one), while 60 reduced or exited (47 trimmed, 13 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 145.

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

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: DFEB
143 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 143 142 0.7%
13F Shares 4M 4M -6.05%
Total Value $189M $185M 2.57%
New Positions 14 23 -9
Increased Positions 30 41 -11
Closed Positions 13 18 -5
Reduced Positions 47 42 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFEB

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Institutional Holders (2026 Q2)

143 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Asset Management, Inc. (NB/CA) 1.96% 139,879 $7.1M
2 Camelot Portfolios, LLC 1.07% 30,414 $1.5M
3 Uptick Partners, LLC 0.95% 121,216 $6.1M
4 LifeWealth Investments, LLC 0.88% 65,247 $3.3M
5 Tanglewood Legacy Advisors, LLC 0.84% 51,607 $2.6M
6 Advance Capital Management, Inc. 0.70% 431,637 $21.8M
7 Integrity Financial Corp /WA 0.58% 24,233 $1.2M
8 Oder Investment Management, LLC 0.57% 16,821 $849K
9 Cascade Investment Group, INC. 0.49% 17,335 $875K
10 Nova Wealth Management, Inc. 0.39% 13,853 $699K
11 Oakmont Advisory Group, LLC 0.37% 8,687 $439K
12 REAP Financial Group, LLC 0.37% 42,693 $2.2M
13 Sun Financial Inc 0.34% 14,183 $728K
14 Beacon Financial Group 0.34% 74,494 $3.8M
15 Precedent Wealth Partners, LLC 0.34% 40,701 $2.1M
16 SMART Wealth LLC 0.33% 30,537 $1.5M
17 Keystone Wealth Services, LLC 0.31% 32,896 $1.7M
18 Castleview Partners, LLC 0.27% 12,222 $617K
19 Lakeridge Wealth Management LLC 0.26% 13,968 $705K
20 Winnacle Wealth LLC 0.22% 6,419 $324K
21 Grantvest Financial Group LLC 0.22% 7,431 $375K
22 Jim Saulnier & Associates, LLC 0.20% 10,014 $506K
23 Luminist Capital LLC 0.20% 3,579 $181K
24 Ignite Planners, LLC 0.20% 29,258 $1.5M
25 Founders Financial Securities LLC 0.20% 78,268 $4.0M
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

More sellers than buyers — 43% buying: Last quarter: 60 funds reduced or exited vs 46 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 DFEB holders?

Smaller funds dominant — 10% AUM from top-100: 8 of 145 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFEB?

44% of holders stayed for 2+ years: 64 out of 145 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.

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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