FIRST TR EXCHNG TRADED FD VI (GSEP): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCHNG TRADED FD VI (GSEP)

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

Smart Money Signals — GSEP

Based on 117 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 GSEP 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

117 hedge funds hold GSEP 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 — +67% more funds vs a year ago

fund count last 6Q

+47 new funds entered over the past year (+67% 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.

🟡

Slight buying edge — 59% buying

66 buying46 selling

Last quarter: 66 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 13 → 31 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 26% long-term, 49% new

■ 26% conviction (2yr+) ■ 26% medium ■ 49% new

Of the 117 current holders: 30 (26%) held >2 years, 30 held 1–2 years, and 57 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

🚀

Acceleration phase — new buyers rushing in

21 → 7 → 13 → 31 → 36 new funds/Q

New funds entering each quarter: 7 → 13 → 31 → 36. 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.

🌱

Early stage — 57% of holders entered in last year

■ 16% veterans ■ 26% 1-2yr ■ 57% new

Of 117 current holders: 67 (57%) entered in the past year, only 19 (16%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

9 of 117 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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	117	97	20.62%
13F Shares	8M	6M	28.46%
Total Value	$289M	$223M	29.95%
New Positions	36	31	+5
Increased Positions	30	34	-4
Closed Positions	16	11	+5
Reduced Positions	30	17	+13
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

117

20.62%

13F Shares

28.46%

Total Value

$289M

$223M

29.95%

New Positions

Increased Positions

-4

Closed Positions

Reduced Positions

+13

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

117 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GSEP. 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 GSEP — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wellment Financial	9.05%	191,928	$7.3M
2	Integrated Wealth Management	2.75%	62,840	$2.4M
3	Networth Advisors, LLC	1.93%	71,568	$2.7M
4	Outlook Wealth Advisors, LLC	1.25%	135,262	$5.2M
5	FWG Investments, LLC.	0.67%	27,709	$1.1M
6	Blackston Financial Advisory Group, LLC	0.65%	27,011	$1.0M
7	SMART Wealth LLC	0.59%	52,815	$2.0M
8	CITY HOLDING CO	0.26%	54,295	$2.1M
9	LEGACY SOLUTIONS, LLC	0.23%	6,450	$246K
10	HOWARD BAILEY SECURITIES, LLC	0.22%	14,112	$538K
11	Noble Wealth Management PBC	0.17%	8,720	$332K
12	Tanglewood Legacy Advisors, LLC	0.16%	11,373	$433K
13	LifeWealth Investments, LLC	0.15%	13,262	$505K
14	Elevated Capital Advisors, LLC	0.15%	15,154	$578K
15	Diligent Investors, LLC	0.14%	15,200	$579K
16	DHJJ Financial Advisors, Ltd.	0.13%	10,625	$405K
17	FOUNDERS FINANCIAL SECURITIES LLC	0.11%	45,942	$1.8M
18	Lifestyle Asset Management, Inc.	0.08%	6,050	$231K
19	First Heartland Consultants, Inc.	0.06%	20,710	$789K
20	Csenge Advisory Group	0.04%	25,199	$960K
21	Kestra Advisory Services, LLC	0.04%	293,761	$11.2M
22	Ignite Planners, LLC	0.04%	6,452	$246K
23	NBC SECURITIES, INC.	0.03%	10,607	$404K
24	NorthCrest Asset Manangement, LLC	0.03%	23,112	$884K
25	Clear Creek Financial Management, LLC	0.03%	9,030	$344K

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 (GSEP)

What does the Smart Money Trend signal show for GSEP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added GSEP 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 GSEP?

Slight buying edge — 59% buying: Last quarter: 66 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GSEP holders?

Smaller funds dominant — 4% AUM from top-100: 9 of 117 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GSEP?

Mixed — 26% long-term, 49% new: Of the 117 current holders: 30 (26%) held >2 years, 30 held 1–2 years, and 57 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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 EXCHNG TRADED FD VI (GSEP)

Smart Money Signals — GSEP

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +67% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~36 new funds per quarter

Mixed — 26% long-term, 49% new

Acceleration phase — new buyers rushing in

Early stage — 57% of holders entered in last year

Smaller funds dominant — 4% AUM from top-100

Hedge Fund Ownership: GSEP

Market Analysis: GSEP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GSEP

Hedge Fund Positioning: GSEP

Statistics: GSEP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCHNG TRADED FD VI (GSEP)

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