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 — 1% AUM from top-100

1% from top-100 AUM funds
1 of 36 holders rank in the top 100 by AUM, but together hold only 1% 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.

Loading signal freshness…
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
2026 Q2 Stats Unlock in 1 days 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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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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. 0.37% 20,569 $691K
2 Wealthgarden F.S. LLC 0.18% 9,465 $318K
3 BostonPremier Wealth LLC 0.18% 12,508 $420K
4 Madrona Financial Services, LLC 0.11% 18,531 $623K
5 LVZ, Inc. 0.10% 29,688 $998K
6 Maia Wealth LLC 0.09% 18,202 $612K
7 Beacon Financial Advisory LLC 0.09% 13,570 $456K
8 Financial Network Wealth Advisors LLC 0.08% 2,249 $76K
9 Integrity Financial Corp /WA 0.07% 4,449 $149K
10 Evolution Wealth Management INC. 0.07% 3,529 $119K
11 Buck Wealth Strategies, LLC 0.06% 18,140 $609K
12 Tounjian Advisory Partners, LLC 0.04% 2,987 $100K
13 Precedent Wealth Partners, LLC 0.04% 7,554 $254K
14 Milestone Asset Management, LLC 0.03% 6,119 $206K
15 Harbour Investments, INC. 0.02% 42,783 $1.4M
16 Apollon Wealth Management, LLC 0.01% 32,362 $1.1M
17 Old Mission Capital LLC 0.01% 23,142 $778K
18 Americana Partners, LLC 0.01% 15,760 $530K
19 Mgo One Seven LLC 0.01% 15,417 $518K
20 Gallagher Fiduciary Advisors, LLC 0.01% 6,933 $233K
21 Ameritas Advisory Services, LLC 0.01% 11,150 $375K
22 Geneos Wealth Management Inc. 0.01% 10,600 $356K
23 Kestra Advisory Services, LLC 0.01% 54,694 $1.8M
24 Atria Investments, Inc 0.00% 11,548 $388K
25 Capital Investment Advisory Services, LLC 0.00% 600 $20K
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 — 1% AUM from top-100: 1 of 36 holders rank in the top 100 by AUM, but together hold only 1% 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.

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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