Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (RDVY)

746 + 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
↑ +14
Streak
4Q ▲
Buyers last Q
64%

Smart Money Signals — RDVY

Based on 754 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 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
754 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 — +20% more funds vs a year ago

fund count last 6Q
+127 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

464 buying264 selling
Last quarter: 464 funds were net buyers (78 opened a brand new position + 386 added to an existing one). Only 264 were sellers (200 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-39 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 59 → 60 → 117 → 78. 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.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new
401 out of 754 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

54 → 59 → 60 → 117 → 78 new funds/Q
New funds entering each quarter: 59 → 60 → 117 → 78. 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 — 54% of holders stayed 2+ years

■ 54% veterans ■ 19% 1-2yr ■ 27% new
Of 754 current holders: 404 (54%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
26 of 754 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.9
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 — RDVY

In 2026 Q1, 464 hedge funds were net buyers of RDVY (78 opened a new position, 386 added to an existing one), while 264 reduced or exited (200 trimmed, 64 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in RDVY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 754.

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

-- --

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

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

Signal Freshness measures how much RDVY 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 · 73d ago
RDVY
+10.8%
SPY
+11.7%

RDVY outperformed SPY by -0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
RDVY
+2.7%
SPY
-1.7%

Since the filing became public, RDVY outperformed SPY by +4.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 52 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: RDVY
746 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 746 740 0.81%
13F Shares 214M 200M 6.72%
Total Value $14.15B $13.99B 1.14%
New Positions 76 117 -41
Increased Positions 384 363 +21
Closed Positions 70 38 +32
Reduced Positions 197 176 +21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RDVY

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Institutional Holders (2026 Q1)

746 + investors

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

QUARTER:
Top 25 RDVY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Advisory Services, Inc. 18.77% 537,012 $36.7M
2 Liberty Square Wealth Partners LLC 15.34% 805,324 $55.0M
3 Spectrum Wealth Advisory Group, LLC 13.51% 532,040 $36.3M
4 Ascension Capital Advisors, Inc. 12.58% 585,365 $40.0M
5 Integrity Wealth Advisors, INC. 12.36% 303,538 $20.7M
6 Rise Advisors, LLC 11.46% 472,396 $32.5M
7 Traction Financial Partners, LLC 10.00% 237,780 $16.2M
8 Sentinel Advisory Group, LLC 8.86% 266,200 $18.2M
9 tru Independence LLC 8.69% 257,442 $17.6M
10 ODonnell Financial Services, LLC 8.51% 362,140 $24.7M
11 Hobart Private Capital, LLC 6.93% 516,607 $35.3M
12 Premier Private Wealth Management LLC 6.88% 95,606 $6.5M
13 Affinity Wealth Management LLC 6.86% 663,446 $45.3M
14 Nestegg Advisors, INC. 6.83% 113,820 $7.8M
15 Fairway Financial, LLC 6.82% 131,394 $9.0M
16 Plotkin Financial Advisors, LLC 6.54% 190,637 $13.0M
17 Key Client Fiduciary Advisors, LLC 6.52% 280,764 $19.2M
18 Gaddis Premier Wealth Advisors LLC 6.48% 128,736 $8.8M
19 Chris Bulman Inc 6.44% 215,268 $14.7M
20 Stewardship Concepts Financial Services LLC 6.39% 119,382 $8.2M
21 Park Square Financial Group, LLC 6.35% 12,241 $836K
22 Juno Financial Group LLC 6.15% 229,897 $15.7M
23 HFG Advisors, Inc. 6.07% 126,396 $8.6M
24 Avaii Wealth Management, LLC 5.81% 243,929 $16.7M
25 Next Level Private LLC 5.59% 362,555 $24.8M
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 — 4 quarters in a row: For 4 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 — 64% buying: Last quarter: 464 funds were net buyers (78 opened a brand new position + 386 added to an existing one). Only 264 were sellers (200 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDVY holders?

Elite ownership — 50% AUM from top-100 funds: 26 of 754 holders are among the 100 largest funds by AUM, controlling 50% 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?

53% of holders stayed for 2+ years: 401 out of 754 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.

Is it too late to buy First Tr Exchange Traded Fd (RDVY) following the 2026 Q1 hedge fund 13F filings?

As of today, RDVY has moved +2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), RDVY has gained +10.8% vs +11.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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