Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchange-Traded Fd (QCLN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
4Q ▲
Buyers last Q
49%

Smart Money Signals — QCLN

Based on 182 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added QCLN 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.
📊

High ownership — 75% of 3.0Y peak

75% of all-time peak
182 funds currently hold this stock — 75% of the 3.0-year high of 242 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+30% 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.
🟠

More sellers than buyers — 49% buying

74 buying78 selling
Last quarter: 78 funds reduced or exited vs 74 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 — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 30 → 30 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 15% medium 18% new
121 out of 182 hedge funds have held QCLN 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.
💰

Value +87% but shares only +41% — price-driven

Value
+87%
Shares
+41%
Last quarter: the total dollar value of institutional holdings rose +87%, but actual share count only changed +41%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~31 new funds/quarter

11 → 29 → 30 → 30 → 31 new funds/Q
New funds entering each quarter: 29 → 30 → 30 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 74% veterans vs 18% newcomers

74% veterans 8% 1-2yr 18% new
Entry-cohort mix of 183 holders: 136 (74%) are 2+ year veterans, 14 entered 1–2 years ago, and 33 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
28 of 182 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in QCLN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — QCLN

In 2026 Q2, 74 hedge funds were net buyers of QCLN (31 opened a new position, 43 added to an existing one), while 78 reduced or exited (54 trimmed, 24 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 70% of total institutional value in QCLN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 182.

Hedge Fund Ownership: QCLN

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

Market Analysis: QCLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QCLN

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: QCLN
182 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 182 175 4.0%
13F Shares 5M 3M 41.02%
Total Value $269M $144M 87.01%
New Positions 31 30 +1
Increased Positions 42 34 +8
Closed Positions 24 12 +12
Reduced Positions 54 52 +2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QCLN

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Institutional Holders (2026 Q2)

182 + investors

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

QUARTER:
Top 25 QCLN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ameriflex Group, INC. 0.17% 6,708 $411K
2 Silver Grove Financial Group, Inc. 0.13% 4,019 $246K
3 Walkner Condon Financial Advisors LLC 0.13% 18,797 $1.2M
4 Beto Financial Group, LLC 0.12% 4,381 $225K
5 Quadrature Capital Ltd 0.10% 195,594 $12.0M
6 Basso Capital Management, L.P. 0.10% 7,461 $458K
7 Nilsine Partners, LLC 0.09% 21,488 $1.3M
8 Central Valley Advisors, LLC 0.09% 5,690 $349K
9 Townsend Asset Management Corp /Nc/ /Adv 0.09% 4,537 $278K
10 Private Advisory Group LLC 0.06% 18,729 $1.1M
11 Onyx Bridge Wealth Group LLC 0.06% 10,607 $650K
12 Paragon Private Wealth Management, LLC 0.06% 3,581 $220K
13 Nwam LLC 0.06% 18,220 $1.1M
14 KERR FINANCIAL PLANNING Corp 0.05% 784 $48K
15 Factor Wealth Management LTD 0.05% 5,458 $335K
16 Parcion Private Wealth LLC 0.05% 14,718 $903K
17 Gladstone Institutional Advisory LLC 0.05% 24,801 $1.5M
18 Camden National Bank 0.05% 5,758 $353K
19 Oppenheimer & Co Inc 0.04% 68,068 $4.2M
20 Financial Partners Group, Inc 0.04% 5,665 $347K
21 Legacy Edge Advisors, LLC 0.03% 7,718 $252K
22 Cdkv Holdings LLC 0.03% 675 $41K
23 Glassman Wealth Services 0.03% 4,375 $268K
24 Fiduciary Financial Advisors 0.03% 5,096 $312K
25 Arbor Investment Advisors, LLC 0.03% 4,292 $263K
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 Exchange-Traded Fd (QCLN)

What does the Smart Money Trend signal show for QCLN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added QCLN 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 QCLN?

More sellers than buyers — 49% buying: Last quarter: 78 funds reduced or exited vs 74 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 QCLN holders?

Elite ownership — 70% AUM from top-100 funds: 28 of 182 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in QCLN. 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 QCLN?

66% of holders stayed for 2+ years: 121 out of 182 hedge funds have held QCLN 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.

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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