Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FDD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — FDD

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
113 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 — +61% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+61% 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 — 61% buying

70 buying44 selling
Last quarter: 70 funds were net buyers (17 opened a brand new position + 53 added to an existing one). Only 44 were sellers (31 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 34 → 14 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 24% medium ■ 28% new
54 out of 113 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

11 → 12 → 34 → 14 → 17 new funds/Q
New funds entering each quarter: 12 → 34 → 14 → 17. 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.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 10% 1-2yr ■ 35% new
Of 113 current holders: 63 (56%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
13 of 113 holders are among the 100 largest funds by AUM, controlling 45% 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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: FDD

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

Market Analysis: FDD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDD

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: FDD
2026 Q1 Stats Unlock in 12 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 109 3.67%
13F Shares 23M 24M -3.2%
Total Value $401M $382M 4.95%
New Positions 17 14 +3
Increased Positions 53 54 -1
Closed Positions 13 10 +3
Reduced Positions 31 30 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FDD

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of FDD — 2025 Q4 · 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 Owen LaRue, LLC 1.69% 247,248 $4.4M
7 Murphy, Middleton, Hinkle & Parker, Inc. 1.14% 138,460 $2.5M
8 Wisconsin Wealth Advisors, LLC 0.97% 55,534 $989K
9 Next Level Private LLC 0.75% 185,549 $3.3M
10 TCFG WEALTH MANAGEMENT, LLC 0.68% 101,940 $1.8M
11 TCFG Investment Advisors, LLC 0.68% 101,940 $1.8M
12 Hobart Private Capital, LLC 0.62% 177,046 $3.2M
13 BlueChip Wealth Advisors LLC 0.46% 58,972 $1.1M
14 COTTONWOOD CAPITAL ADVISORS, LLC 0.42% 33,115 $590K
15 Ignite Planners, LLC 0.35% 127,239 $2.3M
16 N.E.W. Advisory Services LLC 0.18% 136,504 $2.4M
17 Elevated Capital Advisors, LLC 0.16% 36,716 $654K
18 Prospera Financial Services Inc 0.16% 552,730 $9.8M
19 FLAGSHIP HARBOR ADVISORS, LLC 0.16% 201,759 $3.6M
20 LEE JOHNSON CAPITAL MANAGEMENT, LLC 0.15% 22,753 $405K
21 IFP Advisors, Inc 0.14% 368,685 $6.6M
22 Strategic Financial Partners, Ltd. 0.11% 13,887 $247K
23 Register Financial Advisors LLC 0.09% 13,816 $246K
24 Topsail Wealth Management, LLC 0.07% 27,428 $488K
25 Balboa Wealth Partners 0.07% 22,923 $408K
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 — 4 quarters in a row: For 4 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 — 61% buying: Last quarter: 70 funds were net buyers (17 opened a brand new position + 53 added to an existing one). Only 44 were sellers (31 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDD holders?

Elite ownership — 45% AUM from top-100 funds: 13 of 113 holders are among the 100 largest funds by AUM, controlling 45% 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?

48% of holders stayed for 2+ years: 54 out of 113 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.

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.