Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (RDVY)

804 + 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
↑ +60
Streak
5Q ▲
Buyers last Q
65%

Smart Money Signals — RDVY

Based on 817 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
817 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.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+172 new funds entered over the past year (+27% 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.
🟢

More buyers than sellers — 65% buying

503 buying268 selling
Last quarter: 503 funds were net buyers (107 opened a brand new position + 396 added to an existing one). Only 268 were sellers (221 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new RDVY position: 60 → 118 → 80 → 107. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new
424 out of 817 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.
💰

Value +24% but shares only +4% — price-driven

Value
+23%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +4%. 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.
➡️

Steady discovery — ~107 new funds/quarter

60 → 60 → 118 → 80 → 107 new funds/Q
New funds entering each quarter: 60 → 118 → 80 → 107. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 28% newcomers

■ 54% veterans ■ 18% 1-2yr ■ 28% new
Entry-cohort mix of 817 holders: 444 (54%) are 2+ year veterans, 145 entered 1–2 years ago, and 228 (28%) 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
29 of 817 holders are among the 100 largest funds by AUM, controlling 52% 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 Q2, 503 hedge funds were net buyers of RDVY (107 opened a new position, 396 added to an existing one), while 268 reduced or exited (221 trimmed, 47 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in RDVY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +60 funds (more new holders than closures). Total institutional holders: 817.

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

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

Loading signal freshness…
Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

25 top-rated funds 57 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: RDVY
804 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 804 757 6.21%
13F Shares 223M 214M 4.18%
Total Value $17.57B $14.19B 23.83%
New Positions 101 80 +21
Increased Positions 393 386 +7
Closed Positions 54 65 -11
Reduced Positions 220 200 +20
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 Q2)

804 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Advisory Services, Inc. 17.85% 523,280 $42.4M
2 Liberty Square Wealth Partners LLC 16.62% 860,676 $69.8M
3 Ascension Capital Advisors, Inc. 12.87% 565,306 $45.8M
4 Rise Advisors, LLC 11.19% 490,602 $39.8M
5 Paradiem, LLC 10.67% 610,726 $49.5M
6 Traction Financial Partners, LLC 10.35% 240,426 $19.5M
7 tru Independence LLC 9.24% 260,568 $21.1M
8 Sentinel Advisory Group, LLC 9.13% 275,966 $22.4M
9 ODonnell Financial Services, LLC 8.98% 376,288 $30.5M
10 Milestones Private Investment Advisors LLC 7.58% 117,367 $9.5M
11 Fairway Financial, LLC 7.30% 131,657 $10.7M
12 Nestegg Advisors, INC. 7.15% 124,730 $10.1M
13 Affinity Wealth Management LLC 6.93% 663,879 $53.8M
14 Chris Bulman Inc 6.92% 233,836 $19.0M
15 Premier Private Wealth Management LLC 6.86% 96,741 $7.8M
16 Gaddis Premier Wealth Advisors LLC 6.67% 135,538 $11.0M
17 Key Client Fiduciary Advisors, LLC 6.67% 285,320 $23.1M
18 Stewardship Concepts Financial Services LLC 6.61% 121,182 $9.8M
19 HFG Advisors, Inc. 6.55% 129,507 $10.5M
20 Park Square Financial Group, LLC 6.50% 8,882 $720K
21 Plotkin Financial Advisors, LLC 6.50% 193,183 $15.7M
22 Juno Financial Group LLC 6.46% 224,835 $18.2M
23 Next Level Private LLC 6.01% 378,597 $30.7M
24 Avaii Wealth Management, LLC 5.99% 251,696 $20.4M
25 Hobart Private Capital, LLC 5.96% 428,601 $34.7M
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 — 5 quarters in a row: For 5 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 — 65% buying: Last quarter: 503 funds were net buyers (107 opened a brand new position + 396 added to an existing one). Only 268 were sellers (221 trimmed + 47 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDVY holders?

Elite ownership — 52% AUM from top-100 funds: 29 of 817 holders are among the 100 largest funds by AUM, controlling 52% 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?

52% of holders stayed for 2+ years: 424 out of 817 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.

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