Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (EDOW)

80 + 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
↑ +9
Streak
4Q ▲
Buyers last Q
68%

Smart Money Signals — EDOW

Based on 80 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
80 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+27% 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 — 68% buying

50 buying23 selling
Last quarter: 50 funds were net buyers (16 opened a brand new position + 34 added to an existing one). Only 23 were sellers (16 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new EDOW position: 9 → 10 → 9 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 22% medium 24% new
43 out of 80 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.
📈

Growing discovery — still being found

2 → 9 → 10 → 9 → 16 new funds/Q
New funds entering each quarter: 9 → 10 → 9 → 16. A growing number of institutions are discovering EDOW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 22% newcomers

60% veterans 18% 1-2yr 22% new
Entry-cohort mix of 80 holders: 48 (60%) are 2+ year veterans, 14 entered 1–2 years ago, and 18 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
14 of 80 holders are among the 100 largest funds by AUM, controlling 62% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — EDOW

In 2026 Q1, 50 hedge funds were net buyers of EDOW (16 opened a new position, 34 added to an existing one), while 23 reduced or exited (16 trimmed, 7 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in EDOW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 80.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Tr Exchange-Traded Fd (EDOW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EDOW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
EDOW
+7.8%
SPY
+15.1%

EDOW outperformed SPY by -7.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
EDOW
+2.1%
SPY
+1.3%

Since the filing became public, EDOW outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EDOW
80 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 80 71 12.68%
13F Shares 6M 4M 46.92%
Total Value $223M $160M 39.49%
New Positions 16 9 +7
Increased Positions 34 26 +8
Closed Positions 7 6 +1
Reduced Positions 16 22 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDOW

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Institutional Holders (2026 Q1)

80 + investors

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

QUARTER:
Top 25 EDOW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ignite Planners, LLC 0.59% 94,276 $3.8M
2 Vestmark Advisory Solutions, Inc. 0.26% 569,810 $23.1M
3 TCFG Investment Advisors, LLC 0.24% 15,683 $636K
4 Tcfg Wealth Management, LLC 0.24% 15,683 $636K
5 Harvest Investment Services, LLC 0.23% 30,477 $1.2M
6 Guardian Wealth Advisors, LLC / Nc 0.21% 83,528 $3.4M
7 Camelot Portfolios, LLC 0.18% 6,147 $249K
8 Gratus Wealth Advisors, LLC 0.15% 25,955 $1.1M
9 Kovack Advisors, Inc. 0.14% 65,056 $2.6M
10 Wealth Effects LLC 0.10% 6,961 $282K
11 Independent Advisor Alliance 0.08% 175,084 $7.1M
12 Ameritas Advisory Services, LLC 0.06% 40,431 $1.6M
13 Proactive Wealth Strategies LLC 0.06% 8,304 $337K
14 Gateway Wealth Partners, LLC 0.06% 38,606 $1.6M
15 Beck Capital Management, LLC 0.06% 6,560 $266K
16 Wealthcare Advisory Partners LLC 0.06% 72,039 $2.9M
17 Ameriflex Group, INC. 0.06% 2,760 $112K
18 Magnolia Capital Advisors LLC 0.04% 5,045 $205K
19 REAP Financial Group, LLC 0.03% 4,098 $166K
20 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% 5,693 $231K
21 POM Investment Strategies, LLC 0.02% 368 $15K
22 International Assets Investment Management, LLC 0.02% 6,543 $265K
23 Glassman Wealth Services 0.02% 3,159 $128K
24 LPL Financial LLC 0.01% 1,213,977 $49.3M
25 Atria Investments, Inc 0.01% 25,983 $1.1M
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 — 4 quarters in a row: For 4 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?

More buyers than sellers — 68% buying: Last quarter: 50 funds were net buyers (16 opened a brand new position + 34 added to an existing one). Only 23 were sellers (16 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EDOW holders?

Elite ownership — 62% AUM from top-100 funds: 14 of 80 holders are among the 100 largest funds by AUM, controlling 62% 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?

54% of holders stayed for 2+ years: 43 out of 80 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.

Is it too late to buy First Tr Exchange-Traded Fd (EDOW) following the 2026 Q1 hedge fund 13F filings?

As of today, EDOW has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), EDOW has gained +7.8% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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