Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (OCTM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
26%

Smart Money Signals — OCTM

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OCTM 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 — 86% of 1.8Y peak

86% of all-time peak
36 funds currently hold this stock — 86% of the 1.8-year high of 42 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 26% buying

7 buying20 selling
Last quarter: 20 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 15 → 2. 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.
🔄

Mostly new holders — 33% entered in last year

■ 0% conviction (2yr+) ■ 67% medium ■ 33% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~2 new funds/quarter

4 → 5 → 5 → 15 → 2 new funds/Q
New funds entering each quarter: 5 → 5 → 15 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 53% new entrants

■ 0% veterans ■ 47% 1-2yr ■ 53% new
Of 36 current holders: 0 (0%) held 2+ years, 17 held 1–2 years, 19 (53%) 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
2 of 36 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — OCTM

In 2026 Q1, 7 hedge funds were net buyers of OCTM (2 opened a new position, 5 added to an existing one), while 20 reduced or exited (12 trimmed, 8 sold completely) — a 26% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: OCTM

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

Market Analysis: OCTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCTM

-- --

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

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

Signal Freshness measures how much OCTM 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 · 83d ago
OCTM
+3.2%
SPY
+15.1%

OCTM outperformed SPY by -11.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
OCTM
+0.6%
SPY
+1.3%

Since the filing became public, OCTM outperformed SPY by -0.7% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: OCTM
35 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 42 -16.67%
13F Shares 508K 514K -1.33%
Total Value $15M $17M -12.55%
New Positions 2 15 -13
Increased Positions 4 10 -6
Closed Positions 9 5 +4
Reduced Positions 12 10 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCTM

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

35 + investors

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

QUARTER:
Top 25 OCTM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FWG Investments, LLC. 0.43% 20,569 $669K
2 Capasso Planning Partners LLC 0.41% 23,318 $759K
3 Wealthgarden F.S. LLC 0.21% 9,474 $308K
4 BostonPremier Wealth LLC 0.21% 12,508 $407K
5 Madrona Financial Services, LLC 0.13% 18,531 $603K
6 Maia Wealth LLC 0.10% 18,749 $610K
7 Beacon Financial Advisory LLC 0.10% 13,570 $441K
8 LVZ, Inc. 0.10% 26,614 $866K
9 Evolution Wealth Management INC. 0.08% 3,532 $115K
10 Integrity Financial Corp /WA 0.08% 4,810 $156K
11 Financial Network Wealth Advisors LLC 0.07% 2,249 $73K
12 Buck Wealth Strategies, LLC 0.07% 18,140 $590K
13 Anfield Capital Management, LLC 0.05% 5,420 $176K
14 Milestone Asset Management, LLC 0.04% 6,733 $219K
15 Harbour Investments, INC. 0.02% 40,009 $1.3M
16 Apollon Wealth Management, LLC 0.02% 32,862 $1.1M
17 Americana Partners, LLC 0.01% 16,407 $534K
18 Mgo One Seven LLC 0.01% 15,417 $502K
19 Gallagher Fiduciary Advisors, LLC 0.01% 6,933 $226K
20 Kestra Advisory Services, LLC 0.01% 70,940 $2.3M
21 Geneos Wealth Management Inc. 0.01% 8,600 $280K
22 Atria Investments, Inc 0.00% 11,958 $389K
23 Capital Investment Advisory Services, LLC 0.00% 600 $20K
24 Commonwealth Equity Services, LLC 0.00% 24,083 $783K
25 Farther Finance Advisors, LLC 0.00% 2,464 $80K
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 (OCTM)

What does the Smart Money Trend signal show for OCTM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OCTM 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 OCTM?

Heavy selling pressure — only 26% buying: Last quarter: 20 funds sold vs only 7 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OCTM holders?

Smaller funds dominant — 5% AUM from top-100: 2 of 36 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 OCTM?

Mostly new holders — 33% entered in last year: Only 0 funds (0%) 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.

Is it too late to buy First Tr Exchng Traded Fd VI (OCTM) following the 2026 Q1 hedge fund 13F filings?

As of today, OCTM has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), OCTM has gained +3.2% vs +15.1% 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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