Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (SAUG)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
39%

Smart Money Signals — SAUG

Based on 53 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SAUG 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
53 hedge funds hold SAUG right now — the highest count in 2.8 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 39% buying

18 buying28 selling
Last quarter: 28 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 12 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 32% new

28% conviction (2yr+) 40% medium 32% new
Of the 53 current holders: 15 (28%) held >2 years, 21 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~9 new funds/quarter

12 → 3 → 2 → 12 → 9 new funds/Q
New funds entering each quarter: 3 → 2 → 12 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 23% veterans, 45% new entrants

23% veterans 32% 1-2yr 45% new
Of 53 current holders: 12 (23%) held 2+ years, 17 held 1–2 years, 24 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
4 of 53 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Hedge Fund Ownership: SAUG

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

Market Analysis: SAUG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SAUG

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: SAUG
2026 Q1 Stats Unlock in 16 days 53 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 53 50 6.0%
13F Shares 2M 2M -16.05%
Total Value $39M $45M -14.38%
New Positions 9 12 -3
Increased Positions 9 12 -3
Closed Positions 6 2 +4
Reduced Positions 22 17 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SAUG

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + investors

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

Top 23 institutional holders of SAUG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SECURED RETIREMENT ADVISORS, LLC 0.67% 46,213 $1.2M
2 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.31% 87,337 $2.2M
3 Ignite Planners, LLC 0.12% 29,553 $761K
4 DHJJ Financial Advisors, Ltd. 0.06% 6,728 $173K
5 Diligent Investors, LLC 0.05% 8,150 $210K
6 NorthCrest Asset Manangement, LLC 0.03% 31,168 $808K
7 SILVER OAK SECURITIES, INCORPORATED 0.03% 13,283 $342K
8 Integrated Advisors Network LLC 0.01% 8,312 $214K
9 Vise Technologies, Inc. 0.01% 22,137 $565K
10 Kestra Advisory Services, LLC 0.01% 98,779 $2.5M
11 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 6,018 $155K
12 Prospera Financial Services Inc 0.01% 16,939 $436K
13 Spire Wealth Management 0.01% 6,231 $160K
14 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 10,700 $275K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 65,957 $1.7M
16 CX Institutional 0.00% 2,824
17 TRUIST FINANCIAL CORP 0.00% 50,409 $1.3M
18 Cambridge Investment Research Advisors, Inc. 0.00% 26,141
19 NBC SECURITIES, INC. 0.00% 843 $22K
20 Merit Financial Group, LLC 0.00% 8,245 $212K
21 ENVESTNET ASSET MANAGEMENT INC 0.00% 64,169 $1.7M
22 Farther Finance Advisors, LLC 0.00% 350 $9K
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 31,808 $17K
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 (SAUG)

What does the Smart Money Trend signal show for SAUG?

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

Heavy selling pressure — only 39% buying: Last quarter: 28 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SAUG holders?

Smaller funds dominant — 10% AUM from top-100: 4 of 53 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SAUG?

Mixed — 28% long-term, 32% new: Of the 53 current holders: 15 (28%) held >2 years, 21 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.