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

446 + 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
↑ +85
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — QTEC

Based on 449 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
449 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+101 new funds entered over the past year (+29% 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.
🟡

Slight buying edge — 56% buying

209 buying164 selling
Last quarter: 209 funds bought or added vs 164 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+70 vs last Q)

new funds entering per quarter
Funds opening a new QTEC position: 34 → 44 → 36 → 106. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 17% medium ■ 25% new
260 out of 449 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.
💰

Value +111% but shares only +36% — price-driven

Value
+110%
Shares
+35%
Last quarter: the total dollar value of institutional holdings rose +111%, but actual share count only changed +36%. 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.
🚀

Acceleration phase — new buyers rushing in

63 → 34 → 44 → 36 → 106 new funds/Q
New funds entering each quarter: 34 → 44 → 36 → 106. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Entry-cohort mix of 453 holders: 272 (60%) are 2+ year veterans, 58 entered 1–2 years ago, and 123 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
27 of 448 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 209 hedge funds were net buyers of QTEC (106 opened a new position, 103 added to an existing one), while 164 reduced or exited (143 trimmed, 21 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 64% of total institutional value in QTEC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +85 funds (more new holders than closures). Total institutional holders: 449.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 4 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: QTEC
446 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 446 364 22.53%
13F Shares 10M 7M 35.85%
Total Value $3.19B $1.51B 110.84%
New Positions 104 36 +68
Increased Positions 103 95 +8
Closed Positions 21 35 -14
Reduced Positions 141 134 +7
Total Calls 3 2 50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: QTEC

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Financial Highlights

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Institutional Holders (2026 Q2)

446 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maxele Advisors, LLC 6.80% 29,084 $9.7M
2 Nwm Advisors, LLC 5.14% 19,513 $6.5M
3 Mainsail Financial Group, LLC 4.49% 39,528 $13.2M
4 Journey Beyond Wealth, LLC 4.06% 15,551 $5.2M
5 Southland Equity Partners LLC 3.55% 60,558 $20.3M
6 Delos Wealth Advisors, LLC 2.19% 12,757 $4.3M
7 Holistic Financial Partners 2.12% 10,350 $3.5M
8 RVW Wealth, LLC 1.84% 83,527 $28.0M
9 Sun Financial Inc 1.77% 11,851 $3.7M
10 Novak & Powell Financial Services, Inc. 1.71% 10,867 $3.6M
11 Wagner Wealth Management, Corp 1.70% 6,287 $2.1M
12 Concentrum Wealth Management 1.65% 20,632 $6.9M
13 Nilsine Partners, LLC 1.40% 60,647 $20.3M
14 MTM Investment Management, LLC 1.37% 14,305 $4.8M
15 Plotkin Financial Advisors, LLC 1.34% 9,621 $3.2M
16 TradeWell Securities, LLC. 1.23% 10,324 $3.5M
17 Vaquero Private Wealth, Ltd 1.21% 17,538 $5.9M
18 Midwest Financial Network, LLC 1.21% 5,273 $1.8M
19 Pursue Wealth Partners LLC 1.18% 6,278 $2.1M
20 PCG Wealth Advisors, LLC 1.08% 14,486 $4.8M
21 Independent Wealth Network Inc. 1.04% 12,208 $4.1M
22 Iams Wealth Management, LLC 0.99% 9,831 $3.3M
23 Eagle Wealth Advisors LLC 0.96% 3,753 $1.3M
24 Syntegra Private Wealth Group, LLC 0.93% 36,033 $12.1M
25 Santori & Peters, Inc. 0.89% 9,435 $3.2M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 56% buying: Last quarter: 209 funds bought or added vs 164 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QTEC holders?

Elite ownership — 64% AUM from top-100 funds: 27 of 448 holders are among the 100 largest funds by AUM, controlling 64% 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?

58% of holders stayed for 2+ years: 260 out of 449 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.

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