FIRST TR EXCHANGE-TRADED FD (DFII): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCHANGE-TRADED FD (DFII)

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

Smart Money Signals — DFII

Based on 17 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added this stock 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 trade.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

17 hedge funds hold this stock right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a 'crowded trade' — high ownership doesn't mean safe.

🟢

More buyers than sellers — 71% buying

12 buying5 selling

Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.

💎

Buying through price weakness — shares +54%, value +14%

Value

+13%

+53%

Last quarter: funds added +54% more shares while total portfolio value only changed +14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 17 current holders: 17 (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 — 0% AUM from top-100

0% from top-100 AUM funds

0 of 17 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	18	13	38.46%
13F Shares	478K	311K	53.55%
Total Value	$9M	$7M	13.75%
New Positions	7	9	-2
Increased Positions	6	3	+3
Closed Positions	2	0	+2
Reduced Positions	3	1	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

38.46%

13F Shares

478K

311K

53.55%

Total Value

$9M

$7M

13.75%

New Positions

-2

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

18 + investors

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

FILTER: All New Added To Reduced No Change | Overweight >5%

Top 18 institutional holders of DFII — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Andina Capital Management, LLC	1.33%	123,398	$2.2M
2	Insight Advisors, LLC/ PA	0.36%	134,364	$2.4M
3	Capital CS Group, LLC	0.35%	12,782	$228K
4	Benson Wealth Management INC	0.25%	12,356	$221K
5	GPS Wealth Strategies Group, LLC	0.21%	13,618	$243K
6	SteelPeak Wealth, LLC	0.01%	15,300	$273K
7	Archer Investment Corp	0.01%	1,864	$33K
8	Cambridge Investment Research Advisors, Inc.	0.01%	117,149	$2.1M
9	Prime Capital Investment Advisors, LLC	0.00%	12,556	$224K
10	Larson Financial Group LLC	0.00%	3,102	$55K
11	Kestra Advisory Services, LLC	0.00%	16,134	$288K
12	Triumph Capital Management	0.00%	300	$5K
13	WINNOW WEALTH LLC	0.00%	64	$1K
14	Cresset Asset Management, LLC	0.00%	10,510	$188K
15	Farther Finance Advisors, LLC	0.00%	2,600	$46K
16	HARBOUR INVESTMENTS, INC.	0.00%	500	$9K
17	Steward Partners Investment Advisory, LLC	0.00%	700	$12K
18	OSAIC HOLDINGS, INC.	0.00%	501	$9K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	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 — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added this stock 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 trade.

What is the institutional breadth score for DFII?

More buyers than sellers — 71% buying: Last quarter: 12 funds were net buyers (6 opened a brand new position + 6 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFII holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 17 holders rank in the top 100 by AUM, but together hold only 0% 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 — 100% 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.

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FIRST TR EXCHANGE-TRADED FD (DFII)

Smart Money Signals — DFII

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 71% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 100% entered in last year

Buying through price weakness — shares +54%, value +14%

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Hedge Fund Ownership: DFII

Market Analysis: DFII

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFII

Hedge Fund Positioning: DFII

Statistics: DFII

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCHANGE-TRADED FD (DFII)

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