Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Traded Fd III (SDVD)

104 + 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
2Q ▲
Buyers last Q
72%

Smart Money Signals — SDVD

Based on 104 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 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
104 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 — +35% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+35% 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 — 72% buying

76 buying30 selling
Last quarter: 76 funds were net buyers (18 opened a brand new position + 58 added to an existing one). Only 30 were sellers (22 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 13 → 23 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 14% conviction (2yr+) ■ 48% medium ■ 38% new
Only 15 funds (14%) 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.
🚀

Acceleration phase — new buyers rushing in

15 → 13 → 13 → 23 → 18 new funds/Q
New funds entering each quarter: 13 → 13 → 23 → 18. 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.
📊

Mixed cohorts — 12% veterans, 54% new entrants

■ 12% veterans ■ 35% 1-2yr ■ 54% new
Of 104 current holders: 12 (12%) held 2+ years, 36 held 1–2 years, 56 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
9 of 104 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — SDVD

In 2026 Q1, 76 hedge funds were net buyers of SDVD (18 opened a new position, 58 added to an existing one), while 30 reduced or exited (22 trimmed, 8 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 104.

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.

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

Signal Freshness measures how much SDVD 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 · 80d ago
SDVD
nan%
SPY
+13.9%

SDVD outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
SDVD
nan%
SPY
+0.2%

Since the filing became public, SDVD outperformed SPY by nan% .

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.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: SDVD
104 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 104 94 10.64%
13F Shares 15M 12M 22.8%
Total Value $313M $258M 21.26%
New Positions 18 23 -5
Increased Positions 58 42 +16
Closed Positions 8 11 -3
Reduced Positions 22 23 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDVD

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

104 + investors

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

QUARTER:
Top 25 SDVD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advisory Advocates, LLC 3.06% 143,180 $3.1M
2 RiverTree Advisors, LLC 2.45% 178,486 $3.9M
3 Chiron Capital Management, LLC 1.83% 82,448 $1.8M
4 Z3 Capital Partners, LLC 1.70% 330,357 $7.1M
5 Elevation Advisory Partners LLC 1.53% 73,138 $1.6M
6 G&S Capital LLC 1.37% 179,779 $3.9M
7 Winnow Wealth LLC 0.79% 47,170 $1.0M
8 Stonebridge Financial Planning Group, LLC 0.77% 96,819 $2.1M
9 MTM Investment Management, LLC 0.75% 108,540 $2.4M
10 Wealthspire Retirement, LLC 0.69% 645,000 $11.4M
11 Whipplewood Advisors, LLC 0.66% 58,986 $1.3M
12 Indivisible Partners 0.61% 318,807 $6.9M
13 Trueblood Wealth Management, LLC 0.48% 56,096 $1.2M
14 Delta Investment Management, LLC 0.36% 91,646 $2.0M
15 1776 Wealth LLC 0.35% 40,690 $883K
16 Southern Capital Services Inc /Adv 0.33% 23,560 $511K
17 Creative Financial Designs Inc /Adv 0.32% 244,017 $5.3M
18 Signature Equity Partners, LLC 0.28% 24,167 $524K
19 Cambridge Advisors Inc. 0.26% 62,897 $1.4M
20 Next Level Private LLC 0.24% 49,819 $1.1M
21 TKG Advisors, LLC 0.22% 25,034 $543K
22 Core Wealth Partners LLC 0.22% 21,828 $474K
23 TrueWealth Advisors, LLC 0.20% 35,749 $776K
24 Stephens Inc /Ar/ 0.18% 660,624 $14.3M
25 Maia Wealth LLC 0.16% 43,356 $941K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 72% buying: Last quarter: 76 funds were net buyers (18 opened a brand new position + 58 added to an existing one). Only 30 were sellers (22 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDVD holders?

Smaller funds dominant — 16% AUM from top-100: 9 of 104 holders rank in the top 100 by AUM, but together hold only 16% 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 — 38% entered in last year: Only 15 funds (14%) 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.

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

As of today, SDVD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SDVD has gained nan% vs +13.9% 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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