Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DSEP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
28%

Smart Money Signals — DSEP

Based on 108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DSEP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
108 hedge funds hold DSEP 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 — +17% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 28% buying

24 buying62 selling
Last quarter: 62 funds sold vs only 24 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 25 → 13 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 37% medium ■ 22% new
44 out of 108 hedge funds have held DSEP 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.
📊

Peak discovery — momentum slowing

5 → 15 → 25 → 13 → 11 new funds/Q
New funds entering each quarter: 15 → 25 → 13 → 11. DSEP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 42% veterans vs 30% newcomers

■ 42% veterans ■ 29% 1-2yr ■ 30% new
Entry-cohort mix of 108 holders: 45 (42%) are 2+ year veterans, 31 entered 1–2 years ago, and 32 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
7 of 108 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — DSEP

In 2026 Q2, 24 hedge funds were net buyers of DSEP (11 opened a new position, 13 added to an existing one), while 62 reduced or exited (47 trimmed, 15 sold completely) — a 28% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 108.

Hedge Fund Ownership: DSEP

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

Market Analysis: DSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSEP

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: DSEP
108 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 108 112 -3.57%
13F Shares 3M 3M -5.72%
Total Value $139M $134M 3.89%
New Positions 11 13 -2
Increased Positions 13 16 -3
Closed Positions 15 11 +4
Reduced Positions 47 52 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DSEP

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Institutional Holders (2026 Q2)

108 + investors

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

QUARTER:
Top 25 DSEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winnacle Wealth LLC 3.55% 109,924 $5.2M
2 Spectrum Asset Management, Inc. (NB/CA) 3.35% 254,816 $12.1M
3 REAP Financial Group, LLC 1.81% 222,958 $10.6M
4 Hardworking Capital Advisors, LLC 1.64% 42,426 $2.0M
5 LifeWealth Investments, LLC 0.71% 55,849 $2.6M
6 Tounjian Advisory Partners, LLC 0.51% 24,897 $1.2M
7 Nova Wealth Management, Inc. 0.45% 17,244 $818K
8 Maia Wealth LLC 0.44% 62,732 $3.0M
9 Legacy Solutions, LLC 0.43% 11,089 $526K
10 Integrity Financial Corp /WA 0.42% 18,461 $876K
11 Arbor Capital Management Inc /Adv 0.29% 6,191 $293K
12 Schwallier Wealth Management LLC 0.25% 8,377 $397K
13 DWM Financial Group, Inc. 0.25% 6,268 $281K
14 Ignite Planners, LLC 0.25% 38,301 $1.8M
15 Advyzon Investment Management, LLC 0.25% 71,876 $3.4M
16 Cascade Investment Group, INC. 0.24% 8,988 $426K
17 Founders Financial Securities LLC 0.20% 82,148 $3.9M
18 Mission Financial Group, LLC 0.19% 4,778 $227K
19 Evolution Wealth Management INC. 0.18% 6,340 $301K
20 Financial Guidance Group, Inc. 0.18% 9,900 $470K
21 Grantvest Financial Group LLC 0.12% 4,372 $207K
22 Accel Wealth Management 0.12% 11,118 $527K
23 Precedent Wealth Partners, LLC 0.12% 14,814 $703K
24 Wealth Group Ltd 0.10% 10,954 $520K
25 TCFG Investment Advisors, LLC 0.09% 5,878 $279K
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 (DSEP)

What does the Smart Money Trend signal show for DSEP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DSEP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DSEP?

Heavy selling pressure — only 28% buying: Last quarter: 62 funds sold vs only 24 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for DSEP holders?

Smaller funds dominant — 16% AUM from top-100: 7 of 108 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DSEP?

41% of holders stayed for 2+ years: 44 out of 108 hedge funds have held DSEP 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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