Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (DOCT)

109 + Investors. Track Smart Money conviction in DOCT. 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
↑ +24
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — DOCT

Based on 109 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DOCT 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
109 hedge funds hold DOCT 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.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+33% 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.
🟢

More buyers than sellers — 67% buying

65 buying32 selling
Last quarter: 65 funds were net buyers (30 opened a brand new position + 35 added to an existing one). Only 32 were sellers (26 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new DOCT position: 8 → 10 → 6 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

41% conviction (2yr+) 30% medium 28% new
45 out of 109 hedge funds have held DOCT 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.
🚀

Acceleration phase — new buyers rushing in

27 → 8 → 10 → 6 → 30 new funds/Q
New funds entering each quarter: 8 → 10 → 6 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 39% veterans, 46% new entrants

39% veterans 16% 1-2yr 46% new
Of 109 current holders: 42 (39%) held 2+ years, 17 held 1–2 years, 50 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
7 of 109 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: DOCT

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

Market Analysis: DOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DOCT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: DOCT
2026 Q1 Stats Unlock in 19 days 109 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 109 85 28.24%
13F Shares 4M 3M 40.77%
Total Value $177M $118M 49.3%
New Positions 30 6 +24
Increased Positions 35 15 +20
Closed Positions 6 11 -5
Reduced Positions 26 40 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DOCT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

109 + investors

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

Top 25 institutional holders of DOCT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sequent Planning LLC 1.23% 116,972 $5.1M
2 Castleview Partners, LLC 0.73% 32,848 $1.4M
3 EVOLUTION WEALTH MANAGEMENT INC. 0.51% 15,972 $694K
4 SMART Wealth LLC 0.41% 32,375 $1.4M
5 ARBOR CAPITAL MANAGEMENT INC /ADV 0.29% 8,164 $360K
6 LifeWealth Investments, LLC 0.24% 18,276 $794K
7 Spectrum Asset Management, Inc. (NB/CA) 0.21% 15,460 $671K
8 MONEY CONCEPTS CAPITAL CORP 0.21% 87,811 $3.8M
9 OPPENHEIMER & CO INC 0.21% 398,260 $17.3M
10 FOUNDERS FINANCIAL SECURITIES LLC 0.20% 74,384 $3.3M
11 Tanglewood Legacy Advisors, LLC 0.20% 12,427 $540K
12 Madrona Financial Services, LLC 0.16% 17,238 $749K
13 Ignite Planners, LLC 0.14% 20,829 $905K
14 Nova Wealth Management, Inc. 0.13% 4,769 $207K
15 JIM SAULNIER & ASSOCIATES, LLC 0.12% 5,549 $241K
16 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.12% 19,555 $849K
17 Cottage Street Advisors LLC 0.09% 4,835 $210K
18 BEACON FINANCIAL GROUP 0.08% 17,584 $779K
19 Marshall Financial Group, LLC 0.06% 8,795 $382K
20 McKinley Carter Wealth Services, Inc. 0.06% 24,416 $1.1M
21 First Heartland Consultants, Inc. 0.06% 16,558 $719K
22 Sage Capital Advisors,llc 0.05% 5,452 $237K
23 Advance Capital Management, Inc. 0.05% 29,686 $1.3M
24 IFP Advisors, Inc 0.04% 45,062 $2.0M
25 Signal Advisors Wealth, LLC 0.03% 10,935 $475K
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 (DOCT)

What does the Smart Money Trend signal show for DOCT?

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

More buyers than sellers — 67% buying: Last quarter: 65 funds were net buyers (30 opened a brand new position + 35 added to an existing one). Only 32 were sellers (26 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DOCT holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 109 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DOCT?

41% of holders stayed for 2+ years: 45 out of 109 hedge funds have held DOCT 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.