Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (LDSF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — LDSF

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their LDSF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
52 funds currently hold this stock — 80% of the 3.0-year high of 65 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold LDSF compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

23 buying22 selling
Last quarter: 23 funds bought or added vs 22 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 8 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 25% medium ■ 13% new
32 out of 52 hedge funds have held LDSF 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 — ~5 new funds/quarter

5 → 1 → 8 → 7 → 5 new funds/Q
New funds entering each quarter: 1 → 8 → 7 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 13% newcomers

■ 67% veterans ■ 19% 1-2yr ■ 13% new
Entry-cohort mix of 52 holders: 35 (67%) are 2+ year veterans, 10 entered 1–2 years ago, and 7 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
7 of 52 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in LDSF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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.

Institutional Sentiment Summary — LDSF

In 2026 Q1, 23 hedge funds were net buyers of LDSF (5 opened a new position, 18 added to an existing one), while 22 reduced or exited (15 trimmed, 7 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 55% of total institutional value in LDSF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 52.

Hedge Fund Ownership: LDSF

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

Market Analysis: LDSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LDSF

-- --

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

Is It Too Late to Buy First Tr Exchng Traded Fd VI (LDSF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LDSF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
LDSF
nan%
SPY
+13.9%

LDSF outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
LDSF
nan%
SPY
+0.2%

Since the filing became public, LDSF outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: LDSF
52 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 54 -3.7%
13F Shares 6M 6M 9.25%
Total Value $120M $111M 7.73%
New Positions 5 7 -2
Increased Positions 18 14 +4
Closed Positions 7 8 -1
Reduced Positions 15 20 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDSF

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Short % of Float --

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Institutional Holders (2026 Q1)

52 + investors

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

QUARTER:
Top 25 LDSF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arax Advisory Partners 0.30% 566,953 $10.7M
2 Proactive Wealth Strategies LLC 0.26% 74,492 $1.4M
3 Capital Asset Advisory Services LLC 0.19% 265,279 $5.1M
4 Barrett & Company, INC. 0.14% 21,525 $407K
5 StoneX Group Inc. 0.11% 105,609 $2.0M
6 Silver Oak Securities, Incorporated 0.09% 62,012 $1.2M
7 Crusonia Wealth Advisors LLC 0.04% 10,870 $206K
8 Independent Advisor Alliance 0.03% 142,513 $2.7M
9 Sanctuary Advisors, LLC 0.02% 232,698 $4.4M
10 Prospera Financial Services Inc 0.02% 77,475 $1.5M
11 XML Financial, LLC 0.02% 14,989 $284K
12 Sigma Planning Corp 0.02% 34,525 $653K
13 Ameritas Advisory Services, LLC 0.02% 23,165 $438K
14 Kovack Advisors, Inc. 0.01% 14,363 $272K
15 RFG Advisory, LLC 0.01% 40,821 $772K
16 Tidemark, LLC 0.01% 2,922 $55K
17 Mutual Advisors, LLC 0.01% 28,788 $545K
18 D.A. Davidson & CO. 0.01% 85,556 $1.6M
19 Mml Investors Services, LLC 0.01% 164,803 $3.1M
20 LPL Financial LLC 0.01% 1,693,918 $32.0M
21 Geneos Wealth Management Inc. 0.01% 14,820 $280K
22 Royal Bank of Canada 0.01% 1,654,575 $31.3M
23 Mariner, LLC 0.01% 241,798 $4.6M
24 Principal Securities, INC. 0.00% 17,700 $335K
25 Apollon Wealth Management, LLC 0.00% 15,000 $284K
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 (LDSF)

What does the Smart Money Trend signal show for LDSF?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their LDSF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LDSF?

Slight buying edge — 51% buying: Last quarter: 23 funds bought or added vs 22 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 LDSF holders?

Elite ownership — 55% AUM from top-100 funds: 7 of 52 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in LDSF. 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 LDSF?

62% of holders stayed for 2+ years: 32 out of 52 hedge funds have held LDSF 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 Exchng Traded Fd VI (LDSF) following the 2026 Q1 hedge fund 13F filings?

As of today, LDSF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), LDSF has gained nan% vs +13.9% 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.

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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