FIRST TR EXCH TRD ALPHDX FD (FDT): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCH TRD ALPHDX FD (FDT)

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

Smart Money Signals — FDT

Based on 148 hedge funds · latest filing: 2025 Q4 · 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

148 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 — +35% more funds vs a year ago

fund count last 6Q

+38 new funds entered over the past year (+35% 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

79 buying50 selling

Last quarter: 79 funds were net buyers (28 opened a brand new position + 51 added to an existing one). Only 50 were sellers (43 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 16 → 27 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 18% medium ■ 26% new

83 out of 148 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.

🚀

Acceleration phase — new buyers rushing in

14 → 9 → 16 → 27 → 28 new funds/Q

New funds entering each quarter: 9 → 16 → 27 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 9% 1-2yr ■ 30% new

Of 148 current holders: 90 (61%) 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 — 53% AUM from top-100 funds

53% from top-100 AUM funds

13 of 148 holders are among the 100 largest funds by AUM, controlling 53% 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.

4.2

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	148	127	16.54%
13F Shares	6M	6M	9.02%
Total Value	$508M	$440M	15.34%
New Positions	28	27	+1
Increased Positions	51	41	+10
Closed Positions	7	10	-3
Reduced Positions	43	39	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

148

127

16.54%

13F Shares

9.02%

Total Value

$508M

$440M

15.34%

New Positions

Increased Positions

+10

Closed Positions

-3

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

148 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of FDT — 2025 Q4 · 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	Towerpoint Wealth, LLC	1.11%	31,565	$2.7M
5	GREENUP STREET WEALTH MANAGEMENT LLC	0.58%	47,192	$4.1M
6	LVZ, Inc.	0.43%	43,000	$3.7M
7	FLAGSTAR ADVISORS INC	0.36%	11,525	$1.0M
8	IAMS WEALTH MANAGEMENT, LLC	0.32%	10,717	$932K
9	Redhawk Wealth Advisors, Inc.	0.28%	29,378	$2.6M
10	Balboa Wealth Partners	0.27%	18,443	$1.6M
11	Koshinski Asset Management, Inc.	0.23%	42,246	$3.7M
12	Aurora Private Wealth, Inc.	0.18%	3,120	—
13	Waterfront Wealth Inc.	0.17%	10,640	$925K
14	ABLE Financial Group, LLC	0.11%	6,348	$552K
15	PRIVATE CLIENT SERVICES, LLC	0.10%	3,962	$344K
16	Ignite Planners, LLC	0.08%	5,776	$529K
17	Worth Asset Management, LLC	0.08%	2,519	$219K
18	OneAscent Financial Services LLC	0.08%	17,270	$1.5M
19	Sequent Planning LLC	0.07%	3,512	$305K
20	Petix & Botte Co	0.07%	3,742	$325K
21	IFP Advisors, Inc	0.07%	37,997	$3.3M
22	Asset Allocation Strategies LLC	0.06%	3,628	$315K
23	Janney Montgomery Scott LLC	0.06%	256,428	$22K
24	J. Derek Lewis & Associates Inc.	0.05%	2,766	$220K
25	NOVEM GROUP	0.05%	5,140	$447K

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: 79 funds were net buyers (28 opened a brand new position + 51 added to an existing one). Only 50 were sellers (43 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDT holders?

Elite ownership — 53% AUM from top-100 funds: 13 of 148 holders are among the 100 largest funds by AUM, controlling 53% 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?

56% of holders stayed for 2+ years: 83 out of 148 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.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

FIRST TR EXCH TRD ALPHDX FD (FDT)

Smart Money Signals — FDT

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +35% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~28 new funds per quarter

56% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 61% of holders stayed 2+ years

Elite ownership — 53% AUM from top-100 funds

Hedge Fund Ownership: FDT

Market Analysis: FDT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FDT

Hedge Fund Positioning: FDT

Statistics: FDT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCH TRD ALPHDX FD (FDT)

Welcome to 13Foresight!