FDT Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy First Tr Exch Trd Alphdx Fd (FDT) following the 2026 Q2 hedge fund 13F filings?

As of today, FDT has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (June 30, 2026), FDT gained +0.5% vs +2.3% 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.

First Tr Exch Trd Alphdx Fd (FDT)

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

Smart Money Signals — FDT

Based on 203 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

203 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 — +75% more funds vs a year ago

fund count last 6Q

+87 new funds entered over the past year (+75% 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 — 62% buying

120 buying73 selling

Last quarter: 120 funds were net buyers (39 opened a brand new position + 81 added to an existing one). Only 73 were sellers (55 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 30 → 30 → 40 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 24% medium ■ 30% new

94 out of 203 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

18 → 30 → 30 → 40 → 39 new funds/Q

New funds entering each quarter: 30 → 30 → 40 → 39. A growing number of institutions are discovering FDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 56% veterans vs 34% newcomers

■ 56% veterans ■ 10% 1-2yr ■ 34% new

Entry-cohort mix of 203 holders: 114 (56%) are 2+ year veterans, 20 entered 1–2 years ago, and 69 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

18 of 203 holders are among the 100 largest funds by AUM, controlling 56% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	202	182	10.99%
13F Shares	10M	9M	11.91%
Total Value	$880M	$730M	20.61%
New Positions	38	40	-2
Increased Positions	81	61	+20
Closed Positions	18	13	+5
Reduced Positions	55	53	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

202

182

10.99%

13F Shares

10M

11.91%

Total Value

$880M

$730M

20.61%

New Positions

-2

Increased Positions

+20

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

202 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FDT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sage Private Wealth Group, LLC	10.17%	239,001	$22.6M
2	SMI Advisory Services, LLC	3.20%	208,908	$19.7M
3	Mainsail Financial Group, LLC	3.02%	94,010	$8.9M
4	TPG Financial Advisors, LLC	1.18%	41,866	$4.0M
5	Allie Family Office LLC	1.13%	32,052	$3.0M
6	Midwest Financial Network, LLC	1.08%	16,760	$1.6M
7	Towerpoint Wealth, LLC	1.02%	31,214	$3.0M
8	SFI Advisors, LLC	0.98%	11,997	$1.1M
9	Coign Capital Advisors LLC	0.94%	22,114	$2.1M
10	Crusonia Wealth Advisors LLC	0.94%	60,183	$5.7M
11	RiverTree Advisors, LLC	0.57%	10,244	$970K
12	Fsb Premier Wealth Management, INC.	0.54%	20,430	$1.9M
13	Greenup Street Wealth Management LLC	0.54%	46,754	$4.4M
14	LVZ, Inc.	0.40%	41,666	$3.9M
15	Empirical Asset Management, LLC	0.39%	18,226	$1.7M
16	Redhawk Wealth Advisors, Inc.	0.38%	40,596	$3.8M
17	L & S Advisors Inc	0.33%	34,171	$3.2M
18	Flagstar Securities, Inc	0.33%	11,583	$1.1M
19	Mpwm Advisory Solutions, LLC	0.31%	7,235	$685K
20	Iams Wealth Management, LLC	0.31%	10,975	$1.0M
21	Centennial Wealth Advisory LLC	0.31%	15,300	$1.4M
22	Balboa Wealth Partners	0.27%	21,107	$2.0M
23	Independent Financial Group, LLC	0.27%	150,233	$14.2M
24	Koshinski Asset Management, Inc.	0.25%	49,961	$4.7M
25	Traction Financial Partners, LLC	0.23%	4,504	$426K

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 — 5 quarters in a row: For 5 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 — 62% buying: Last quarter: 120 funds were net buyers (39 opened a brand new position + 81 added to an existing one). Only 73 were sellers (55 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDT holders?

Elite ownership — 56% AUM from top-100 funds: 18 of 203 holders are among the 100 largest funds by AUM, controlling 56% 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?

46% of holders stayed for 2+ years: 94 out of 203 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 Q2 hedge fund 13F filings?

As of today, FDT has moved -0.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (June 30, 2026), FDT has gained +0.5% vs +2.3% 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.

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First Tr Exch Trd Alphdx Fd (FDT)

Smart Money Signals — FDT

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +75% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~39 new funds per quarter

46% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 56% veterans vs 34% newcomers

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — FDT

Hedge Fund Ownership: FDT

Market Analysis: FDT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FDT

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

Hedge Fund Positioning: FDT

Statistics: FDT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exch Trd Alphdx Fd (FDT)

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