Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (QTEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
44%

Smart Money Signals — QTEC

Based on 364 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added QTEC 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
364 hedge funds hold QTEC 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

131 buying168 selling
Last quarter: 168 funds reduced or exited vs 131 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 62 → 33 → 43 → 36. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 23% medium ■ 13% new
232 out of 364 hedge funds have held QTEC 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.
📊

Peak discovery — momentum slowing

34 → 62 → 33 → 43 → 36 new funds/Q
New funds entering each quarter: 62 → 33 → 43 → 36. QTEC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 64% veterans vs 20% newcomers

■ 64% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 365 holders: 235 (64%) are 2+ year veterans, 56 entered 1–2 years ago, and 74 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
24 of 362 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in QTEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — QTEC

In 2026 Q1, 131 hedge funds were net buyers of QTEC (36 opened a new position, 95 added to an existing one), while 168 reduced or exited (135 trimmed, 33 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in QTEC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 364.

Hedge Fund Ownership: QTEC

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

Market Analysis: QTEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QTEC

-- --

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

Is It Too Late to Buy First Tr Exchange-Traded Fd (QTEC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QTEC 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 · 79d ago
QTEC
+50.2%
SPY
+13.9%

QTEC outperformed SPY by +36.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
QTEC
+11.7%
SPY
+0.2%

Since the filing became public, QTEC outperformed SPY by +11.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 3 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: QTEC
361 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 361 361 -
13F Shares 7M 9M -23.11%
Total Value $1.51B $1.72B -11.96%
New Positions 35 43 -8
Increased Positions 95 90 +5
Closed Positions 35 32 +3
Reduced Positions 133 131 +2
Total Calls 2 3 -33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QTEC

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Institutional Holders (2026 Q1)

361 + investors

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

QUARTER:
Top 25 QTEC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nwm Advisors, LLC 3.88% 19,739 $4.3M
2 Mainsail Financial Group, LLC 3.28% 36,396 $7.9M
3 Journey Beyond Wealth, LLC 3.03% 16,321 $3.5M
4 Southland Equity Partners LLC 2.54% 60,384 $13.0M
5 Sun Financial Inc 1.86% 12,626 $3.7M
6 Delos Wealth Advisors, LLC 1.56% 12,643 $2.7M
7 Holistic Financial Partners 1.56% 19,395 $4.2M
8 RVW Wealth, LLC 1.41% 83,826 $18.1M
9 Concentrum Wealth Management 1.31% 20,565 $4.4M
10 Novak & Powell Financial Services, Inc. 1.26% 10,867 $2.3M
11 Midwest Financial Network, LLC 1.10% 6,395 $1.4M
12 Plotkin Financial Advisors, LLC 1.05% 9,663 $2.1M
13 Independent Wealth Network Inc. 0.99% 15,451 $3.3M
14 MTM Investment Management, LLC 0.99% 14,405 $3.1M
15 TradeWell Securities, LLC. 0.93% 10,285 $2.2M
16 Pacific Excel Wealth Advisors, Inc. 0.92% 4,031 $871K
17 Iams Wealth Management, LLC 0.80% 10,676 $2.3M
18 PCG Wealth Advisors, LLC 0.75% 13,823 $3.0M
19 Syntegra Private Wealth Group, LLC 0.75% 36,545 $7.9M
20 Eagle Wealth Advisors LLC 0.75% 3,753 $811K
21 Maridea Wealth Management LLC 0.72% 22,864 $4.9M
22 Pursue Wealth Partners LLC 0.70% 5,460 $1.2M
23 Santori & Peters, Inc. 0.68% 10,113 $2.2M
24 Pacific Sun Financial Corp 0.62% 5,927 $1.3M
25 Z3 Capital Partners, LLC 0.60% 10,801 $2.5M
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 (QTEC)

What does the Smart Money Trend signal show for QTEC?

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

More sellers than buyers — 44% buying: Last quarter: 168 funds reduced or exited vs 131 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 QTEC holders?

Elite ownership — 52% AUM from top-100 funds: 24 of 362 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in QTEC. 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 QTEC?

64% of holders stayed for 2+ years: 232 out of 364 hedge funds have held QTEC 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 Exchange-Traded Fd (QTEC) following the 2026 Q1 hedge fund 13F filings?

As of today, QTEC has moved +11.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +11.5%. Since the quarter end (March 31, 2026), QTEC has gained +50.2% vs +13.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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