Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (GDEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
40%

Smart Money Signals — GDEC

Based on 110 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added GDEC 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
110 hedge funds hold GDEC 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 — +8% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

33 buying50 selling
Last quarter: 50 funds reduced or exited vs 33 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 38 → 16 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 35% entered in last year

■ 21% conviction (2yr+) ■ 45% medium ■ 35% new
Only 23 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

14 → 4 → 38 → 16 → 16 new funds/Q
New funds entering each quarter: 4 → 38 → 16 → 16. GDEC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 24% veterans, 39% new entrants

■ 24% veterans ■ 37% 1-2yr ■ 39% new
Of 110 current holders: 26 (24%) held 2+ years, 41 held 1–2 years, 43 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
10 of 110 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — GDEC

In 2026 Q2, 33 hedge funds were net buyers of GDEC (16 opened a new position, 17 added to an existing one), while 50 reduced or exited (39 trimmed, 11 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 110.

Hedge Fund Ownership: GDEC

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

Market Analysis: GDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDEC

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: GDEC
109 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 109 105 3.81%
13F Shares 6M 6M -7.11%
Total Value $224M $223M 0.4%
New Positions 15 16 -1
Increased Positions 17 31 -14
Closed Positions 11 18 -7
Reduced Positions 39 29 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GDEC

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Institutional Holders (2026 Q2)

109 + investors

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

QUARTER:
Top 25 GDEC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First International Bank of Israel Ltd. 11.20% 1,032,000 $41.1M
2 Hollencrest Capital Management 2.78% 1,073,956 $42.7M
3 Archer Investment Corp 2.55% 326,230 $13.0M
4 New Wave Wealth Advisors LLC 2.40% 221,872 $8.8M
5 Tanglewood Legacy Advisors, LLC 0.55% 42,501 $1.7M
6 BFI Wealth Solutions, LLC 0.55% 18,498 $736K
7 Beck Capital Management, LLC 0.49% 67,528 $2.7M
8 Bullseye Investment Management, LLC 0.49% 25,286 $1.0M
9 Reicon Wealth Advisors, LLC 0.20% 8,304 $331K
10 Fsb Premier Wealth Management, INC. 0.20% 18,116 $721K
11 Triumph Capital Management 0.18% 25,000 $995K
12 Summit Wealth Group LLC / Co 0.18% 54,449 $2.2M
13 Grantvest Financial Group LLC 0.15% 6,477 $258K
14 Gladstone Institutional Advisory LLC 0.15% 118,200 $4.7M
15 Sequent Planning LLC 0.14% 16,920 $673K
16 Alpha Financial Partners LLC 0.14% 6,645 $264K
17 Integras Partners LLC 0.13% 6,000 $239K
18 Uptick Partners, LLC 0.12% 19,841 $790K
19 REAP Financial Group, LLC 0.11% 16,452 $655K
20 Chris Bulman Inc 0.11% 7,432 $296K
21 Madrona Financial Services, LLC 0.11% 14,515 $578K
22 Capasso Planning Partners LLC 0.11% 5,303 $211K
23 DHJJ Financial Advisors, Ltd. 0.10% 8,849 $352K
24 Founders Financial Securities LLC 0.10% 48,852 $1.9M
25 Harbour Investments, INC. 0.09% 174,568 $6.9M
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 Exchng Traded Fd VI (GDEC)

What does the Smart Money Trend signal show for GDEC?

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

More sellers than buyers — 40% buying: Last quarter: 50 funds reduced or exited vs 33 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 GDEC holders?

Smaller funds dominant — 5% AUM from top-100: 10 of 110 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GDEC?

Mostly new holders — 35% entered in last year: Only 23 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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