Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (EDOW)

70 + Investors. Track Smart Money conviction in EDOW. 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
↑ +3
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — EDOW

Based on 70 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EDOW 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
70 hedge funds hold EDOW 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 — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

35 buying28 selling
Last quarter: 35 funds bought or added vs 28 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 9 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 21% medium 20% new
41 out of 70 hedge funds have held EDOW 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.
➡️

Steady discovery — ~9 new funds/quarter

12 → 2 → 9 → 10 → 9 new funds/Q
New funds entering each quarter: 2 → 9 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 11% 1-2yr 24% new
Of 70 current holders: 45 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
10 of 70 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in EDOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Hedge Fund Ownership: EDOW

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

Market Analysis: EDOW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDOW

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EDOW
2026 Q1 Stats Unlock in 23 days 70 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 70 67 4.48%
13F Shares 4M 4M -0.98%
Total Value $160M $156M 2.59%
New Positions 9 10 -1
Increased Positions 26 16 +10
Closed Positions 6 6 -
Reduced Positions 22 25 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDOW

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

70 + investors

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

Top 16 institutional holders of EDOW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ignite Planners, LLC 0.59% 94,276 $3.8M
2 TCFG WEALTH MANAGEMENT, LLC 0.24% 15,683 $636K
3 WEALTH EFFECTS LLC 0.10% 6,961 $282K
4 Wealthcare Advisory Partners LLC 0.06% 72,039 $2.9M
5 WEDBUSH SECURITIES INC 0.01% 12,500
6 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 204,014 $8.3M
7 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% 5,425 $220K
8 Farther Finance Advisors, LLC 0.01% 14,866 $602K
9 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 9,628 $391K
10 Private Advisor Group, LLC 0.00% 17,892 $726K
11 PARK AVENUE SECURITIES LLC 0.00% 8,007
12 Merkkuri Wealth Advisors LLC 0.00% 56 $2K
13 Janney Montgomery Scott LLC 0.00% 11,756
14 Sound Income Strategies, LLC 0.00% 450 $18K
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 6,886 $279K
16 TRUIST FINANCIAL CORP 0.00% 9,481 $385K
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 (EDOW)

What does the Smart Money Trend signal show for EDOW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EDOW 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 EDOW?

Slight buying edge — 56% buying: Last quarter: 35 funds bought or added vs 28 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 EDOW holders?

Elite ownership — 52% AUM from top-100 funds: 10 of 70 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in EDOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EDOW?

59% of holders stayed for 2+ years: 41 out of 70 hedge funds have held EDOW 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.