Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (FVD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — FVD

Based on 557 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 FVD 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
557 hedge funds hold FVD 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 — +6% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

239 buying279 selling
Last quarter: 279 funds reduced or exited vs 239 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 (+38 vs last Q)

new funds entering per quarter
Funds opening a new FVD position: 45 → 37 → 40 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 15% new
362 out of 557 hedge funds have held FVD 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

63 → 45 → 37 → 40 → 78 new funds/Q
New funds entering each quarter: 45 → 37 → 40 → 78. A growing number of institutions are discovering FVD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 23% new
Of 557 current holders: 359 (64%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
18 of 557 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FVD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: FVD

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

Market Analysis: FVD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FVD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 10 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: FVD
2026 Q1 Stats Unlock in 20 days 557 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 557 520 7.12%
13F Shares 114M 121M -6.05%
Total Value $5.23B $5.60B -6.48%
New Positions 78 40 +38
Increased Positions 161 161 -
Closed Positions 41 40 +1
Reduced Positions 238 234 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FVD

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

557 + investors

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

Top 25 institutional holders of FVD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Plus Group Wealth Advisors LLC 9.30% 179,708 $8.5M
2 Claris Financial LLC 6.42% 244,382 $11.3M
3 Center for Wealth Management Advisory 5.78% 170,067 $7.8M
4 WealthCare Investment Partners, LLC 4.01% 307,314 $14.5M
5 Petix & Botte Co 3.40% 324,767 $15.3M
6 Hobart Private Capital, LLC 3.29% 356,142 $16.7M
7 Towerpoint Wealth, LLC 2.77% 146,006 $6.9M
8 Worthington Financial Partners, LLC 2.64% 65,367 $3.1M
9 Higgins & Schmidt Wealth Strategies LLC 2.51% 116,919 $5.5M
10 COTTONWOOD CAPITAL ADVISORS, LLC 2.50% 75,488 $3.6M
11 Golden State Wealth Management, LLC 2.48% 483,139 $22.7M
12 Morey & Quinn Wealth Partners, LLC 2.43% 72,612 $3.4M
13 Beacon Financial Advisory LLC 2.38% 224,352 $10.6M
14 BEACON FINANCIAL GROUP 1.91% 417,255 $19.2M
15 Proactive Wealth Strategies LLC 1.84% 207,927 $9.8M
16 BALANCED WEALTH GROUP LLC 1.82% 107,953 $5.1M
17 Family Capital Management, Inc. 1.75% 83,784 $3.9M
18 Finward Bancorp 1.68% 44,700 $2.1M
19 Wisconsin Wealth Advisors, LLC 1.60% 34,656 $1.6M
20 Crumly & Associates Inc. 1.57% 158,900 $7.5M
21 FLAGSTAR ADVISORS INC 1.53% 90,029 $4.2M
22 RETIREMENT GUYS FORMULA LLC 1.42% 65,819 $3.1M
23 Kaydan Wealth Management, Inc. 1.35% 86,042 $4.0M
24 TRUE BLUE FINANCIAL, LLC 1.21% 32,766 $1.5M
25 PURSUE WEALTH PARTNERS LLC 1.18% 42,049 $2.0M
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 (FVD)

What does the Smart Money Trend signal show for FVD?

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

More sellers than buyers — 46% buying: Last quarter: 279 funds reduced or exited vs 239 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 FVD holders?

Elite ownership — 54% AUM from top-100 funds: 18 of 557 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FVD. 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 FVD?

65% of holders stayed for 2+ years: 362 out of 557 hedge funds have held FVD 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.