Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCH TRADED FD III (SDVD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — SDVD

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SDVD 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
91 hedge funds hold SDVD 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 — +34% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+34% 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 — 66% buying

63 buying33 selling
Last quarter: 63 funds were net buyers (21 opened a brand new position + 42 added to an existing one). Only 33 were sellers (22 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SDVD position: 15 → 12 → 13 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 35% entered in last year

■ 12% conviction (2yr+) ■ 53% medium ■ 35% new
Only 11 funds (12%) 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.
📈

Growing discovery — still being found

20 → 15 → 12 → 13 → 21 new funds/Q
New funds entering each quarter: 15 → 12 → 13 → 21. A growing number of institutions are discovering SDVD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 56% of holders entered in last year

■ 4% veterans ■ 40% 1-2yr ■ 56% new
Of 91 current holders: 51 (56%) entered in the past year, only 4 (4%) 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 — 12% AUM from top-100

12% from top-100 AUM funds
5 of 91 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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: SDVD

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

Market Analysis: SDVD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDVD

-- --

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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SDVD
2026 Q1 Stats Unlock in 15 days 91 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 91 81 12.35%
13F Shares 12M 12M 3.06%
Total Value $254M $246M 3.46%
New Positions 21 13 +8
Increased Positions 42 44 -2
Closed Positions 11 14 -3
Reduced Positions 22 17 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDVD

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Valuation Measures Data as of: --

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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)

91 + investors

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

Top 25 institutional holders of SDVD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RiverTree Advisors, LLC 2.45% 178,486 $3.9M
2 CHIRON CAPITAL MANAGEMENT, LLC 1.83% 82,448 $1.8M
3 G&S Capital LLC 1.37% 179,779 $3.9M
4 Whipplewood Advisors, LLC 0.66% 58,986 $1.3M
5 Indivisible Partners 0.61% 318,807 $6.9M
6 Trueblood Wealth Management, LLC 0.48% 56,096 $1.2M
7 SOUTHERN CAPITAL SERVICES INC /ADV 0.33% 23,560 $511K
8 CREATIVE FINANCIAL DESIGNS INC /ADV 0.32% 244,017 $5.3M
9 Cambridge Advisors Inc. 0.26% 62,897 $1.4M
10 Next Level Private LLC 0.24% 49,819 $1.1M
11 TKG Advisors, LLC 0.22% 25,034 $543K
12 TrueWealth Advisors, LLC 0.20% 35,749 $776K
13 STEPHENS INC /AR/ 0.18% 660,624 $14.3M
14 Capital Investment Advisors, LLC 0.13% 388,329 $8.4M
15 Balboa Wealth Partners 0.12% 32,216 $699K
16 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.10% 64,611 $1.4M
17 Quad-Cities Investment Group, LLC 0.08% 9,748 $212K
18 SILVER OAK SECURITIES, INCORPORATED 0.08% 51,169 $1.1M
19 IFP Advisors, Inc 0.07% 152,918 $3.3M
20 Kestra Advisory Services, LLC 0.04% 522,516 $11.3M
21 Faithward Advisors, LLC 0.04% 12,328 $268K
22 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% 30,450 $661K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.03% 1,118,015 $24.3M
24 Private Advisor Group, LLC 0.03% 288,592 $6.3M
25 RFG Advisory, LLC 0.03% 69,137 $1.5M
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 EXCH TRADED FD III (SDVD)

What does the Smart Money Trend signal show for SDVD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SDVD 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 SDVD?

More buyers than sellers — 66% buying: Last quarter: 63 funds were net buyers (21 opened a brand new position + 42 added to an existing one). Only 33 were sellers (22 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDVD holders?

Smaller funds dominant — 12% AUM from top-100: 5 of 91 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SDVD?

Mostly new holders — 35% entered in last year: Only 11 funds (12%) 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.