Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FDN)

560 + Investors. Track Smart Money conviction in FDN. 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
↑ +30
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — FDN

Based on 554 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FDN 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
554 hedge funds hold FDN 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 — +5% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

199 buying255 selling
Last quarter: 255 funds reduced or exited vs 199 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.
📈

More new buyers each quarter (+45 vs last Q)

new funds entering per quarter
Funds opening a new FDN position: 53 → 74 → 36 → 81. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 21% medium 16% new
352 out of 554 hedge funds have held FDN 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 — ~81 new funds/quarter

87 → 53 → 74 → 36 → 81 new funds/Q
New funds entering each quarter: 53 → 74 → 36 → 81. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 13% 1-2yr 21% new
Of 560 current holders: 366 (65%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
22 of 554 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in FDN. 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: FDN

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

Market Analysis: FDN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 6 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: FDN
2026 Q1 Stats Unlock in 21 days 560 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 560 531 5.46%
13F Shares 14M 16M -7.38%
Total Value $3.67B $4.34B -15.5%
New Positions 83 36 +47
Increased Positions 129 145 -16
Closed Positions 53 50 +3
Reduced Positions 208 208 -
Total Calls 4 4 -
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.75 Neutral

Statistics: FDN

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Institutional Holders (2026 Q1)

560 + investors

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

Top 25 institutional holders of FDN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Plus Group Wealth Advisors LLC 5.82% 22,597 $5.3M
2 MeadowBrook Investment Advisors LLC 4.19% 20,224 $4.7M
3 Wealth Management Partners, LLC 2.14% 31,985 $7.5M
4 Paller Financial Services Inc 1.75% 9,066 $2.1M
5 Somerset Trust Co 1.64% 22,787 $5.3M
6 Southland Equity Partners LLC 1.43% 31,444 $7.4M
7 Antonelli Financial Advisors, LLC 1.43% 8,838 $2.1M
8 NORTHBRIDGE FINANCIAL GROUP, LLC 0.88% 8,261 $2.1M
9 TradeWell Securities, LLC. 0.80% 8,139 $1.9M
10 SeaCrest Wealth Management, LLC 0.79% 31,565 $7.4M
11 DEFINED WEALTH MANAGEMENT, LLC 0.73% 5,361 $1.3M
12 WealthBridge Capital Management, LLC 0.71% 13,175 $3.1M
13 Ebert Capital Management Inc. 0.71% 2,954 $691K
14 Quantum Private Wealth, LLC 0.70% 9,695 $2.3M
15 Rooted Wealth Advisors, Inc. 0.69% 9,861 $2.6M
16 NTV ASSET MANAGEMENT LLC 0.64% 24,858 $5.8M
17 Sage Capital Management, LLC 0.63% 5,709 $1.3M
18 JUNCTURE WEALTH STRATEGIES, LLC 0.62% 7,935 $1.9M
19 IAMS WEALTH MANAGEMENT, LLC 0.51% 6,226 $1.5M
20 Sherman Wealth Management LLC 0.46% 2,266 $530K
21 DUMONT & BLAKE INVESTMENT ADVISORS LLC 0.42% 7,089 $1.7M
22 REDSTONE WEALTH MANAGEMENT, LLC 0.40% 2,144 $502K
23 Wagner Wealth Management, LLC 0.37% 7,822 $1.8M
24 Morey & Quinn Wealth Partners, LLC 0.35% 2,076 $486K
25 DHJJ Financial Advisors, Ltd. 0.33% 4,195 $982K
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 (FDN)

What does the Smart Money Trend signal show for FDN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FDN 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 FDN?

More sellers than buyers — 44% buying: Last quarter: 255 funds reduced or exited vs 199 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 FDN holders?

Elite ownership — 40% AUM from top-100 funds: 22 of 554 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in FDN. 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 FDN?

64% of holders stayed for 2+ years: 352 out of 554 hedge funds have held FDN 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.