Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE TRADED FD (RDVY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +74
Streak
3Q ▲
Buyers last Q
69%

Smart Money Signals — RDVY

Based on 683 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 RDVY 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
683 hedge funds hold RDVY 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 — +15% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 69% buying

446 buying196 selling
Last quarter: 446 funds were net buyers (108 opened a brand new position + 338 added to an existing one). Only 196 were sellers (162 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new RDVY position: 46 → 53 → 52 → 108. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
384 out of 683 hedge funds have held RDVY 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.
🚀

Acceleration phase — new buyers rushing in

89 → 46 → 53 → 52 → 108 new funds/Q
New funds entering each quarter: 46 → 53 → 52 → 108. 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.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 16% 1-2yr ■ 29% new
Of 683 current holders: 382 (56%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
19 of 683 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in RDVY. 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: RDVY

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

Market Analysis: RDVY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RDVY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 44 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: RDVY
2026 Q1 Stats Unlock in 22 days 683 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 683 609 12.15%
13F Shares 198M 185M 7.24%
Total Value $13.84B $12.32B 12.38%
New Positions 108 52 +56
Increased Positions 338 331 +7
Closed Positions 34 39 -5
Reduced Positions 162 153 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RDVY

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

683 + investors

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

Top 25 institutional holders of RDVY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Advisory Services, Inc. 18.77% 537,012 $36.7M
2 Rise Advisors, LLC 11.46% 472,396 $32.5M
3 tru Independence LLC 8.69% 257,442 $17.6M
4 Hobart Private Capital, LLC 6.93% 516,607 $35.3M
5 AFFINITY WEALTH MANAGEMENT LLC 6.86% 663,446 $45.3M
6 NESTEGG ADVISORS, INC. 6.83% 113,820 $7.8M
7 Key Client Fiduciary Advisors, LLC 6.52% 280,764 $19.2M
8 Chris Bulman Inc 6.44% 215,268 $14.7M
9 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 6.39% 119,382 $8.2M
10 AVAII WEALTH MANAGEMENT, LLC 5.81% 243,929 $16.7M
11 Next Level Private LLC 5.59% 362,555 $24.8M
12 BARNES PETTEY FINANCIAL ADVISORS, LLC 5.07% 170,391 $11.6M
13 Mainsail Financial Group, LLC 4.96% 174,465 $11.9M
14 BELLEVUE ASSET MANAGEMENT, LLC 4.91% 143,799 $9.8M
15 AJ Advisors, LLC 4.53% 178,747 $12.2M
16 Financial Partners Group, Inc 4.44% 543,025 $37.1M
17 Crumly & Associates Inc. 4.39% 305,910 $20.9M
18 O'Connor Financial Group LLC 4.33% 155,159 $10.6M
19 COTTONWOOD CAPITAL ADVISORS, LLC 4.22% 87,629 $6.0M
20 Envision Financial LLC 4.11% 111,842 $7.6M
21 Peak Planning Group, LLC 4.04% 213,284 $14.6M
22 Uniting Wealth Partners, LLC 3.92% 269,997 $18.4M
23 DENVER WEALTH MANAGEMENT, INC. 3.74% 159,258 $10.9M
24 Wisconsin Wealth Advisors, LLC 3.54% 52,645 $3.6M
25 WILLNER & HELLER, LLC 3.45% 67,778 $4.6M
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 (RDVY)

What does the Smart Money Trend signal show for RDVY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added RDVY 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 RDVY?

More buyers than sellers — 69% buying: Last quarter: 446 funds were net buyers (108 opened a brand new position + 338 added to an existing one). Only 196 were sellers (162 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDVY holders?

Elite ownership — 49% AUM from top-100 funds: 19 of 683 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in RDVY. 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 RDVY?

56% of holders stayed for 2+ years: 384 out of 683 hedge funds have held RDVY 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.