Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (DFII)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — DFII

Based on 21 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 consecutive quarters, more hedge funds added DFII 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 (100% of max)

100% of all-time peak
21 hedge funds hold DFII right now — the highest count in 1.2 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 — +425% more funds vs a year ago

fund count last 5Q
+17 new funds entered over the past year (+425% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 59% buying

13 buying9 selling
Last quarter: 13 funds bought or added vs 9 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.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 71% entered in last year

■ 0% conviction (2yr+) ■ 29% medium ■ 71% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

9 → 7 → 7 → 5 new funds/Q
New funds entering each quarter: 9 → 7 → 7 → 5. DFII is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 21 current holders: 21 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
2 of 21 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — 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 — DFII

In 2026 Q2, 13 hedge funds were net buyers of DFII (5 opened a new position, 8 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 21.

Hedge Fund Ownership: DFII

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

Market Analysis: DFII

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFII

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: DFII
21 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 21 19 10.53%
13F Shares 450K 717K -37.19%
Total Value $5M $8M -36.16%
New Positions 5 7 -2
Increased Positions 8 8 -
Closed Positions 3 6 -3
Reduced Positions 6 2 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFII

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Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:
Top 21 DFII holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Benson Wealth Management INC 0.44% 39,635 $441K
2 Insight Advisors, LLC/ PA 0.37% 190,221 $2.1M
3 Winnacle Wealth LLC 0.19% 25,544 $284K
4 Capital CS Group, LLC 0.14% 16,161 $180K
5 Independent Financial Group, LLC 0.01% 56,135 $624K
6 SteelPeak Wealth, LLC 0.00% 16,275 $181K
7 Archer Investment Corp 0.00% 2,130 $24K
8 Western Wealth Management, LLC 0.00% 10,754 $120K
9 Old Mission Capital LLC 0.00% 10,876 $121K
10 Capital Investment Advisory Services, LLC 0.00% 1,302 $14K
11 Kestra Advisory Services, LLC 0.00% 19,929 $222K
12 Triumph Capital Management 0.00% 300 $3K
13 Harbour Investments, INC. 0.00% 3,600 $40K
14 Cresset Asset Management, LLC 0.00% 10,221 $114K
15 Creative Financial Designs Inc /Adv 0.00% 250 $3K
16 Integrated Wealth Concepts LLC 0.00% 902 $10K
17 Envestnet Asset Management Inc 0.00% 11,405 $127K
18 Susquehanna International Group, LLP 0.00% 17,646 $196K
19 Jane Street Group, LLC 0.00% 15,314 $170K
20 Osaic Holdings, INC. 0.00% 501 $6K
21 UBS Group AG 0.00% 1,159 $13K
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 Exchange-Traded Fd (DFII)

What does the Smart Money Trend signal show for DFII?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DFII 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 DFII?

Slight buying edge — 59% buying: Last quarter: 13 funds bought or added vs 9 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 DFII holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 21 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFII?

Mostly new holders — 71% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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