Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (RSDE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — RSDE

Based on 24 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added RSDE 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
24 hedge funds hold RSDE right now — the highest count in 1.8 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 — +33% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+33% 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 — 67% buying

16 buying8 selling
Last quarter: 16 funds were net buyers (7 opened a brand new position + 9 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 54% entered in last year

■ 0% conviction (2yr+) ■ 46% medium ■ 54% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~7 new funds/quarter

12 → 1 → 3 → 8 → 7 new funds/Q
New funds entering each quarter: 1 → 3 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 88% of holders entered in last year

■ 0% veterans ■ 12% 1-2yr ■ 88% new
Of 24 current holders: 21 (88%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
2 of 24 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — RSDE

In 2026 Q1, 16 hedge funds were net buyers of RSDE (7 opened a new position, 9 added to an existing one), while 8 reduced or exited (6 trimmed, 2 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 24.

Hedge Fund Ownership: RSDE

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

Market Analysis: RSDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RSDE

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: RSDE
2026 Q2 Stats Unlock in 1 days 24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 19 26.32%
13F Shares 3M 3M 12.79%
Total Value $66M $59M 12.78%
New Positions 7 8 -1
Increased Positions 9 3 +6
Closed Positions 2 3 -1
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RSDE

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Institutional Holders (2026 Q2)

24 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 RSDE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hollencrest Capital Management 2.51% 1,639,997 $38.5M
2 Maia Wealth LLC 0.45% 129,000 $3.0M
3 Diligent Investors, LLC 0.29% 56,340 $1.3M
4 Maltin Wealth Management, Inc. 0.27% 34,968 $821K
5 Fiduciary Financial Advisors 0.18% 75,580 $1.8M
6 Novem Group 0.06% 24,436 $574K
7 Silver Oak Securities, Incorporated 0.02% 13,533 $318K
8 Farther Finance Advisors, LLC 0.02% 104,151 $2.4M
9 Old Mission Capital LLC 0.02% 41,616 $977K
10 Sigma Planning Corp 0.01% 22,866 $537K
11 Thurston, Springer, Miller, Herd & Titak, INC. 0.01% 1,320 $31K
12 Brookstone Capital Management 0.01% 33,776 $793K
13 Clearstead Advisors, LLC 0.00% 22,410 $526K
14 Lanark Financial, INC. 0.00% 2,438 $57K
15 Arkadios Wealth Advisors 0.00% 9,500 $223K
16 Cetera Investment Advisers 0.00% 102,285 $2.4M
17 Capital Investment Advisory Services, LLC 0.00% 1,215 $29K
18 Osaic Holdings, INC. 0.00% 58,281 $1.4M
19 Envestnet Portfolio Solutions, Inc. 0.00% 12,918 $303K
20 Kestra Advisory Services, LLC 0.00% 10,180 $239K
21 Harbour Investments, INC. 0.00% 2,149 $50K
22 Commonwealth Equity Services, LLC 0.00% 20,775 $488K
23 Envestnet Asset Management Inc 0.00% 58,536 $1.4M
24 US Bancorp \de\ 0.00% 10,792 $253K
25 Susquehanna International Group, LLP 0.00% 18,476 $434K
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 Exchng Traded Fd VI (RSDE)

What does the Smart Money Trend signal show for RSDE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RSDE 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 RSDE?

More buyers than sellers — 67% buying: Last quarter: 16 funds were net buyers (7 opened a brand new position + 9 added to an existing one). Only 8 were sellers (6 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RSDE holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 24 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RSDE?

Mostly new holders — 54% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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