Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE TRADED FD (SDVY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — SDVY

Based on 484 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 SDVY 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
484 hedge funds hold SDVY 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

324 buying153 selling
Last quarter: 324 funds were net buyers (71 opened a brand new position + 253 added to an existing one). Only 153 were sellers (124 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new SDVY position: 42 → 42 → 45 → 71. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 21% new

■ 36% conviction (2yr+) ■ 43% medium ■ 21% new
Of the 484 current holders: 172 (36%) held >2 years, 209 held 1–2 years, and 103 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.
💎

Buying through price weakness — shares +7%, value -44%

Value
-44%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -44%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

112 → 42 → 42 → 45 → 71 new funds/Q
New funds entering each quarter: 42 → 42 → 45 → 71. A growing number of institutions are discovering SDVY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 36% new entrants

■ 34% veterans ■ 30% 1-2yr ■ 36% new
Of 484 current holders: 163 (34%) held 2+ years, 147 held 1–2 years, 174 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
20 of 484 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SDVY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: SDVY

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

Market Analysis: SDVY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDVY

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 20 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: SDVY
2026 Q1 Stats Unlock in 22 days 484 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 484 442 9.5%
13F Shares 189M 177M 6.9%
Total Value $7.30B $13.10B -44.31%
New Positions 71 45 +26
Increased Positions 253 241 +12
Closed Positions 29 36 -7
Reduced Positions 124 122 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDVY

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
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)

484 + investors

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

Top 25 institutional holders of SDVY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 S Harris Financial Group, LLC 10.23% 284,420 $11.2M
2 Randall & Associates Wealth Management 7.49% 281,674 $11.1M
3 Catalyst Investment Management LLC 4.71% 100,646 $4.3M
4 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 4.66% 150,973 $6.0M
5 Econ Financial Services Corp 4.42% 241,302 $9.5M
6 PARK NATIONAL CORP /OH/ 4.17% 3,472,041 $136.9M
7 Boyer Financial Services, Inc. 4.05% 96,951 $3.8M
8 LCW Services, LLC 4.02% 205,084 $8.1M
9 Wisconsin Wealth Advisors, LLC 4.00% 103,069 $4.1M
10 Wagner Wealth Management, LLC 3.89% 488,665 $19.3M
11 IFC & Insurance Marketing, Inc. 3.64% 88,394 $3.5M
12 Crumly & Associates Inc. 3.59% 433,507 $17.1M
13 DAGCO, INC. 3.53% 413,183 $16.3M
14 Capital Investment Advisors, LLC 2.89% 4,575,086 $180.4M
15 TrueWealth Advisors, LLC 2.64% 266,637 $10.5M
16 OakTrust Wealth Advisors, LLC 2.42% 67,549 $2.7M
17 Bravera Wealth 2.41% 125,525 $4.8M
18 Chris Bulman Inc 2.40% 138,692 $5.5M
19 PRECEDENT WEALTH PARTNERS, LLC 2.31% 293,256 $11.6M
20 Baron Wealth Management LLC 2.22% 187,931 $7.4M
21 Ameliora Wealth Management Ltd. 2.20% 175,394 $6.9M
22 Key Client Fiduciary Advisors, LLC 2.16% 161,187 $6.4M
23 PMG Wealth Management, Inc. 2.00% 70,316 $2.8M
24 Hobart Private Capital, LLC 1.89% 244,264 $9.6M
25 Stegent Equity Advisors, Inc. 1.84% 54,653 $2.2M
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 (SDVY)

What does the Smart Money Trend signal show for SDVY?

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

More buyers than sellers — 68% buying: Last quarter: 324 funds were net buyers (71 opened a brand new position + 253 added to an existing one). Only 153 were sellers (124 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDVY holders?

Elite ownership — 44% AUM from top-100 funds: 20 of 484 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SDVY. 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 SDVY?

Mixed — 36% long-term, 21% new: Of the 484 current holders: 172 (36%) held >2 years, 209 held 1–2 years, and 103 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.