First Tr Exchange-Traded Fd (FDD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, FDD has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), FDD gained +9.9% vs +14.9% 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.

First Tr Exchange-Traded Fd (FDD)

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

Smart Money Signals — FDD

Based on 136 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added FDD 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

136 hedge funds hold FDD 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 — +74% more funds vs a year ago

fund count last 6Q

+58 new funds entered over the past year (+74% 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 — 66% buying

85 buying43 selling

Last quarter: 85 funds were net buyers (26 opened a brand new position + 59 added to an existing one). Only 43 were sellers (33 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new FDD position: 36 → 17 → 18 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 26% medium ■ 28% new

62 out of 136 hedge funds have held FDD 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

12 → 36 → 17 → 18 → 26 new funds/Q

New funds entering each quarter: 36 → 17 → 18 → 26. FDD 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 — 51% veterans vs 40% newcomers

■ 51% veterans ■ 9% 1-2yr ■ 40% new

Entry-cohort mix of 136 holders: 69 (51%) are 2+ year veterans, 12 entered 1–2 years ago, and 55 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

17 of 136 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in FDD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	135	120	12.5%
13F Shares	26M	23M	12.65%
Total Value	$451M	$407M	10.87%
New Positions	26	18	+8
Increased Positions	59	55	+4
Closed Positions	11	14	-3
Reduced Positions	32	33	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

135

120

12.5%

13F Shares

26M

23M

12.65%

Total Value

$451M

$407M

10.87%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

135 + investors

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

QUARTER:

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

Top 25 FDD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Manchester Financial Inc	6.72%	1,966,746	$35.0M
2	ODonnell Financial Services, LLC	5.47%	893,463	$15.9M
3	Warner Group LLC	2.62%	225,128	$4.0M
4	Foresight Capital Management Advisors, INC.	2.12%	214,069	$3.8M
5	Intellectus Partners, LLC	2.01%	553,018	$9.8M
6	Allie Family Office LLC	1.77%	226,903	$4.0M
7	Owen LaRue, LLC	1.69%	247,248	$4.4M
8	Concorde Asset Management, LLC	1.20%	137,401	$2.4M
9	Murphy, Middleton, Hinkle & Parker, Inc.	1.14%	138,460	$2.5M
10	Wisconsin Wealth Advisors, LLC	0.97%	55,534	$989K
11	Next Level Private LLC	0.75%	185,549	$3.3M
12	Tcfg Wealth Management, LLC	0.68%	101,940	$1.8M
13	TCFG Investment Advisors, LLC	0.68%	101,940	$1.8M
14	Navis Wealth Advisors, LLC	0.66%	72,651	$1.3M
15	Hobart Private Capital, LLC	0.62%	177,046	$3.2M
16	BlueChip Wealth Advisors LLC	0.46%	58,972	$1.1M
17	Cottonwood Capital Advisors, LLC	0.42%	33,115	$590K
18	Ignite Planners, LLC	0.35%	127,239	$2.3M
19	N.E.W. Advisory Services LLC	0.18%	136,504	$2.4M
20	Elevated Capital Advisors, LLC	0.16%	36,716	$654K
21	Prospera Financial Services Inc	0.16%	552,730	$9.8M
22	Flagship Harbor Advisors, LLC	0.16%	201,759	$3.6M
23	Lee Johnson Capital Management, LLC	0.15%	22,753	$405K
24	IFP Advisors, Inc	0.14%	368,685	$6.6M
25	Treasure Coast Financial Planning	0.11%	11,984	$213K

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 (FDD)

What does the Smart Money Trend signal show for FDD?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added FDD 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 FDD?

More buyers than sellers — 66% buying: Last quarter: 85 funds were net buyers (26 opened a brand new position + 59 added to an existing one). Only 43 were sellers (33 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDD holders?

Elite ownership — 48% AUM from top-100 funds: 17 of 136 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in FDD. 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 FDD?

46% of holders stayed for 2+ years: 62 out of 136 hedge funds have held FDD 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 (FDD) following the 2026 Q1 hedge fund 13F filings?

As of today, FDD has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), FDD has gained +9.9% vs +14.9% 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.

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First Tr Exchange-Traded Fd (FDD)

Smart Money Signals — FDD

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +74% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+8 vs last Q)

46% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 51% veterans vs 40% newcomers

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — FDD

Hedge Fund Ownership: FDD

Market Analysis: FDD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FDD

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

Hedge Fund Positioning: FDD

Statistics: FDD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — First Tr Exchange-Traded Fd (FDD)

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