Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Trd Alphdx Fd (FDT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — FDT

Based on 182 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FDT 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
182 hedge funds hold FDT 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 — +58% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+58% 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

101 buying65 selling
Last quarter: 101 funds were net buyers (40 opened a brand new position + 61 added to an existing one). Only 65 were sellers (53 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new FDT position: 17 → 30 → 29 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 19% medium ■ 32% new
89 out of 182 hedge funds have held FDT 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

12 → 17 → 30 → 29 → 40 new funds/Q
New funds entering each quarter: 17 → 30 → 29 → 40. A growing number of institutions are discovering FDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 34% newcomers

■ 57% veterans ■ 9% 1-2yr ■ 34% new
Entry-cohort mix of 182 holders: 103 (57%) are 2+ year veterans, 17 entered 1–2 years ago, and 62 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
18 of 182 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FDT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Institutional Sentiment Summary — FDT

In 2026 Q1, 101 hedge funds were net buyers of FDT (40 opened a new position, 61 added to an existing one), while 65 reduced or exited (53 trimmed, 12 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in FDT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 182.

Hedge Fund Ownership: FDT

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

Market Analysis: FDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDT

-- --

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

Is It Too Late to Buy First Tr Exch Trd Alphdx Fd (FDT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FDT 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 · 79d ago
FDT
+13.6%
SPY
+13.9%

FDT outperformed SPY by -0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FDT
+2.1%
SPY
+0.2%

Since the filing became public, FDT outperformed SPY by +1.9% .

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: FDT
180 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 180 154 16.88%
13F Shares 9M 7M 33.47%
Total Value $727M $522M 39.24%
New Positions 39 29 +10
Increased Positions 60 52 +8
Closed Positions 13 7 +6
Reduced Positions 53 43 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FDT

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Institutional Holders (2026 Q1)

180 + investors

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

QUARTER:
Top 25 FDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sage Private Wealth Group, LLC 9.45% 215,975 $18.8M
2 SMI Advisory Services, LLC 2.96% 203,985 $18.0M
3 Mainsail Financial Group, LLC 2.94% 81,144 $7.1M
4 TPG Financial Advisors, LLC 1.57% 55,595 $4.8M
5 Midwest Financial Network, LLC 1.31% 19,036 $1.7M
6 Allie Family Office LLC 1.22% 32,052 $2.8M
7 Pacific Excel Wealth Advisors, Inc. 1.16% 12,656 $1.1M
8 Towerpoint Wealth, LLC 1.11% 31,565 $2.7M
9 SFI Advisors, LLC 1.10% 12,053 $1.0M
10 Crusonia Wealth Advisors LLC 1.07% 59,874 $5.2M
11 Valued Retirements, Inc. 0.67% 7,882 $685K
12 Greenup Street Wealth Management LLC 0.58% 47,192 $4.1M
13 Fsb Premier Wealth Management, INC. 0.56% 20,704 $1.8M
14 LVZ, Inc. 0.43% 43,000 $3.7M
15 Empirical Asset Management, LLC 0.40% 17,336 $1.5M
16 L & S Advisors Inc 0.37% 34,174 $3.0M
17 Flagstar Advisors Inc 0.36% 11,525 $1.0M
18 Mpwm Advisory Solutions, LLC 0.33% 7,235 $629K
19 Iams Wealth Management, LLC 0.32% 10,717 $932K
20 Pinnacle Family Advisors, LLC 0.28% 6,924 $602K
21 Redhawk Wealth Advisors, Inc. 0.28% 29,378 $2.6M
22 Balboa Wealth Partners 0.27% 18,443 $1.6M
23 Independent Financial Group, LLC 0.24% 93,651 $8.1M
24 BlueChip Wealth Advisors LLC 0.23% 6,014 $523K
25 Koshinski Asset Management, Inc. 0.23% 42,246 $3.7M
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 Exch Trd Alphdx Fd (FDT)

What does the Smart Money Trend signal show for FDT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FDT 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 FDT?

More buyers than sellers — 61% buying: Last quarter: 101 funds were net buyers (40 opened a brand new position + 61 added to an existing one). Only 65 were sellers (53 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDT holders?

Elite ownership — 61% AUM from top-100 funds: 18 of 182 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FDT. 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 FDT?

49% of holders stayed for 2+ years: 89 out of 182 hedge funds have held FDT 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 Exch Trd Alphdx Fd (FDT) following the 2026 Q1 hedge fund 13F filings?

As of today, FDT has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), FDT has gained +13.6% vs +13.9% 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.

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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