Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (FDEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
48%

Smart Money Signals — FDEC

Based on 151 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FDEC 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
151 hedge funds hold FDEC 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 — +8% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

61 buying65 selling
Last quarter: 65 funds reduced or exited vs 61 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 16 → 20 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 31% medium ■ 19% new
76 out of 151 hedge funds have held FDEC 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

21 → 10 → 16 → 20 → 17 new funds/Q
New funds entering each quarter: 10 → 16 → 20 → 17. A growing number of institutions are discovering FDEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 28% newcomers

■ 55% veterans ■ 17% 1-2yr ■ 28% new
Entry-cohort mix of 151 holders: 83 (55%) are 2+ year veterans, 25 entered 1–2 years ago, and 43 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
12 of 151 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — FDEC

In 2026 Q1, 61 hedge funds were net buyers of FDEC (17 opened a new position, 44 added to an existing one), while 65 reduced or exited (58 trimmed, 7 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 151.

Hedge Fund Ownership: FDEC

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

Market Analysis: FDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDEC

-- --

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

Is It Too Late to Buy First Tr Exchng Traded Fd VI (FDEC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FDEC 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 · 81d ago
FDEC
nan%
SPY
+15.1%

FDEC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
FDEC
nan%
SPY
+1.3%

Since the filing became public, FDEC outperformed SPY by nan% .

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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: FDEC
148 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 148 141 4.96%
13F Shares 6M 7M -3.56%
Total Value $303M $337M -10.3%
New Positions 17 20 -3
Increased Positions 43 57 -14
Closed Positions 10 15 -5
Reduced Positions 57 40 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FDEC

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Institutional Holders (2026 Q1)

148 + investors

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

QUARTER:
Top 25 FDEC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Griffith & Werner, Inc. 11.98% 486,440 $24.2M
2 BAM Wealth Management, LLC 3.37% 90,718 $4.5M
3 Leigh Baldwin & CO., LLC 2.38% 73,885 $3.7M
4 FWG Investments, LLC. 1.12% 35,431 $1.8M
5 NovaPoint Capital, LLC 1.01% 80,750 $4.0M
6 Integrity Financial Corp /WA 0.95% 38,467 $1.9M
7 REAP Financial Group, LLC 0.80% 81,572 $4.1M
8 Crusonia Wealth Advisors LLC 0.76% 73,688 $3.7M
9 Harvest Investment Services, LLC 0.72% 79,643 $4.0M
10 Keystone Wealth Services, LLC 0.66% 62,327 $3.1M
11 Grantvest Financial Group LLC 0.65% 20,195 $1.0M
12 1776 Wealth LLC 0.63% 31,969 $1.6M
13 Faithward Advisors, LLC 0.61% 85,610 $4.3M
14 Catalina Capital Group, LLC 0.56% 19,061 $948K
15 Tanglewood Legacy Advisors, LLC 0.52% 28,958 $1.4M
16 VestGen Investment Management 0.51% 18,757 $933K
17 Novem Group 0.46% 80,895 $4.0M
18 Compass Capital Corp /Ma/ /Adv 0.45% 23,227 $1.2M
19 Pitti Group Wealth Management, LLC 0.39% 9,718 $483K
20 Legacy Solutions, LLC 0.38% 8,145 $405K
21 Arbor Capital Management Inc /Adv 0.37% 9,073 $459K
22 Ignite Planners, LLC 0.34% 44,590 $2.2M
23 Nicholson Wealth Management Group, LLC 0.31% 10,609 $527K
24 Financial Network Wealth Advisors LLC 0.30% 5,900 $293K
25 Valtinson Bruner Financial Planning LLC 0.30% 21,783 $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 Exchng Traded Fd VI (FDEC)

What does the Smart Money Trend signal show for FDEC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FDEC 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 FDEC?

More sellers than buyers — 48% buying: Last quarter: 65 funds reduced or exited vs 61 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FDEC holders?

Smaller funds dominant — 14% AUM from top-100: 12 of 151 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FDEC?

50% of holders stayed for 2+ years: 76 out of 151 hedge funds have held FDEC 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 Exchng Traded Fd VI (FDEC) following the 2026 Q1 hedge fund 13F filings?

As of today, FDEC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FDEC has gained nan% 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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