Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchange-Traded Fd (FVD)

637 + Investors. Track Smart Money conviction in FVD. 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
↑ +7
Streak
5Q ▲
Buyers last Q
41%

Smart Money Signals — FVD

Based on 639 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 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
639 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 — +12% more funds vs a year ago

fund count last 6Q
+69 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

237 buying342 selling
Last quarter: 342 funds reduced or exited vs 237 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 46 → 85 → 67 → 52. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 21% medium 16% new
403 out of 639 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.
➡️

Steady discovery — ~52 new funds/quarter

45 → 46 → 85 → 67 → 52 new funds/Q
New funds entering each quarter: 46 → 85 → 67 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

65% veterans 15% 1-2yr 20% new
Entry-cohort mix of 639 holders: 416 (65%) are 2+ year veterans, 94 entered 1–2 years ago, and 129 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
28 of 639 holders are among the 100 largest funds by AUM, controlling 57% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — FVD

In 2026 Q2, 237 hedge funds were net buyers of FVD (52 opened a new position, 185 added to an existing one), while 342 reduced or exited (297 trimmed, 45 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in FVD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 639.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 14 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FVD
637 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 637 632 0.79%
13F Shares 107M 110M -2.47%
Total Value $5.06B $5.04B 0.46%
New Positions 51 67 -16
Increased Positions 184 184 -
Closed Positions 46 43 +3
Reduced Positions 297 286 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FVD

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Institutional Holders (2026 Q2)

637 + investors

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

QUARTER:
Top 25 FVD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Solano Wealth Investment Advisors LLC 8.17% 372,837 $18.0M
2 Plus Group Wealth Advisors LLC 7.86% 173,524 $8.4M
3 Center for Wealth Management Advisory 5.55% 183,653 $8.8M
4 IFS Group,LLC 5.41% 81,839 $3.9M
5 Holistic Financial Partners 4.26% 144,711 $7.0M
6 Stonehaven Wealth & Tax Solutions, LLC 4.14% 107,361 $5.2M
7 WealthCare Investment Partners, LLC 3.74% 319,921 $15.4M
8 New England Private Wealth Advisors LLC 3.67% 761,405 $38.0M
9 Cherry Creek Investment Advisors, Inc. 3.30% 173,960 $8.4M
10 Intellus Advisors LLC 3.28% 560,870 $27.0M
11 BlueChip Wealth Advisors LLC 3.09% 169,228 $8.2M
12 Petix & Botte Co 2.77% 285,990 $13.8M
13 Worthington Financial Partners, LLC 2.68% 67,315 $3.2M
14 Kraematon Investment Advisors, Inc 2.63% 73,274 $3.5M
15 Concentrum Wealth Management 2.59% 224,937 $10.8M
16 Towerpoint Wealth, LLC 2.45% 147,084 $7.1M
17 Xcelsior Advisor Partners LLC 2.38% 374,997 $18.1M
18 Hobart Private Capital, LLC 2.30% 278,240 $13.4M
19 Higgins & Schmidt Wealth Strategies LLC 2.29% 114,938 $5.5M
20 1776 Wealth LLC 2.19% 129,159 $6.2M
21 Cottonwood Capital Advisors, LLC 2.19% 75,439 $3.6M
22 Morey & Quinn Wealth Partners, LLC 2.16% 69,542 $3.4M
23 Troutman Wealth Management, LLC 2.08% 56,085 $2.7M
24 Barrett & Company, INC. 1.98% 146,592 $7.1M
25 Beacon Financial Advisory LLC 1.91% 201,229 $9.7M
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 Exchange-Traded Fd (FVD)

What does the Smart Money Trend signal show for FVD?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, 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 — 41% buying: Last quarter: 342 funds reduced or exited vs 237 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 — 57% AUM from top-100 funds: 28 of 639 holders are among the 100 largest funds by AUM, controlling 57% 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?

63% of holders stayed for 2+ years: 403 out of 639 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.

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