Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (QTEC)

341 + Investors. Track Smart Money conviction in QTEC. 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
↑ +11
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — QTEC

Based on 340 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
340 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 — +8% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

129 buying154 selling
Last quarter: 154 funds reduced or exited vs 129 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new QTEC position: 32 → 55 → 28 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 22% medium 14% new
216 out of 340 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.
💎

Buying through price weakness — shares +38%, value +9%

Value
+9%
Shares
+37%
Last quarter: funds added +38% more shares while total portfolio value only changed +9%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

34 → 32 → 55 → 28 → 40 new funds/Q
New funds entering each quarter: 32 → 55 → 28 → 40. 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.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 16% 1-2yr 20% new
Of 341 current holders: 220 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
18 of 340 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 2 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: QTEC
2026 Q1 Stats Unlock in 22 days 341 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 341 333 2.4%
13F Shares 9M 7M 37.88%
Total Value $1.71B $1.56B 9.3%
New Positions 40 28 +12
Increased Positions 91 75 +16
Closed Positions 31 26 +5
Reduced Positions 125 145 -20
Total Calls 3 3 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: QTEC

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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 Q1)

341 + investors

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

Top 25 institutional holders of QTEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mainsail Financial Group, LLC 3.28% 36,396 $7.9M
2 Journey Beyond Wealth, LLC 3.03% 16,321 $3.5M
3 Southland Equity Partners LLC 2.54% 60,384 $13.0M
4 RVW Wealth, LLC 1.41% 83,826 $18.1M
5 Aurora Private Wealth, Inc. 1.27% 7,749 $2K
6 Independent Wealth Network Inc. 0.99% 15,451 $3.3M
7 TradeWell Securities, LLC. 0.93% 10,285 $2.2M
8 IAMS WEALTH MANAGEMENT, LLC 0.80% 10,676 $2.3M
9 PCG Wealth Advisors, LLC 0.75% 13,823 $3.0M
10 Syntegra Private Wealth Group, LLC 0.75% 36,545 $7.9M
11 Eagle Wealth Advisors LLC 0.75% 3,753 $811K
12 Maridea Wealth Management LLC 0.72% 22,864 $4.9M
13 PURSUE WEALTH PARTNERS LLC 0.70% 5,460 $1.2M
14 Ayalon Insurance Comp Ltd. 0.55% 12,356 $3K
15 Fingerlakes Wealth Management, Inc. 0.35% 2,463 $532K
16 Apeiron RIA LLC 0.30% 6,020 $1.3M
17 Sensible Money, LLC 0.28% 4,266 $921K
18 Blackston Financial Advisory Group, LLC 0.25% 1,839 $397K
19 Register Financial Advisors LLC 0.24% 2,950 $637K
20 Financial Partners Group, Inc 0.22% 8,561 $1.8M
21 Three Cord True Wealth Management, LLC 0.19% 1,567 $338K
22 Total Clarity Wealth Management, Inc. 0.18% 3,611 $780K
23 Morey & Quinn Wealth Partners, LLC 0.17% 1,075 $232K
24 Castle Rock Wealth Management, LLC 0.15% 3,204 $704K
25 CATALYST PRIVATE WEALTH, LLC 0.15% 1,251 $270K
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 — 3 quarters in a row: For 3 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 — 46% buying: Last quarter: 154 funds reduced or exited vs 129 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 — 53% AUM from top-100 funds: 18 of 340 holders are among the 100 largest funds by AUM, controlling 53% 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: 216 out of 340 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.

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.