Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (SDVY)

552 + 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
↑ +37
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — SDVY

Based on 558 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
558 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 — +19% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

347 buying200 selling
Last quarter: 347 funds were net buyers (72 opened a brand new position + 275 added to an existing one). Only 200 were sellers (165 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 49 → 52 → 79 → 72. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 36% long-term, 25% new

■ 36% conviction (2yr+) ■ 39% medium ■ 25% new
Of the 558 current holders: 201 (36%) held >2 years, 219 held 1–2 years, and 138 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.
📈

Growing discovery — still being found

46 → 49 → 52 → 79 → 72 new funds/Q
New funds entering each quarter: 49 → 52 → 79 → 72. 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, 31% new entrants

■ 34% veterans ■ 35% 1-2yr ■ 31% new
Of 560 current holders: 190 (34%) held 2+ years, 197 held 1–2 years, 173 (31%) 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
27 of 558 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — SDVY

In 2026 Q1, 347 hedge funds were net buyers of SDVY (72 opened a new position, 275 added to an existing one), while 200 reduced or exited (165 trimmed, 35 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in SDVY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 558.

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

-- --

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

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

Signal Freshness measures how much SDVY 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 · 75d ago
SDVY
+7.5%
SPY
+14.1%

SDVY outperformed SPY by -6.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SDVY
+3.9%
SPY
+0.3%

Since the filing became public, SDVY outperformed SPY by +3.6% .

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.

20 top-rated funds 28 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SDVY
552 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 552 521 5.95%
13F Shares 202M 191M 6.28%
Total Value $7.81B $7.36B 6.19%
New Positions 71 79 -8
Increased Positions 271 267 +4
Closed Positions 40 32 +8
Reduced Positions 164 132 +32
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: SDVY

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

552 + investors

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

QUARTER:
Top 25 SDVY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LVZ, Inc. 12.03% 2,674,296 $105.4M
2 S Harris Financial Group, LLC 10.23% 284,420 $11.2M
3 Solano Wealth Investment Advisors LLC 8.35% 425,107 $16.8M
4 Advantage Trust Co 7.84% 443,500 $17.5M
5 Randall & Associates Wealth Management 7.49% 281,674 $11.1M
6 JSF Financial, LLC 6.89% 891,631 $35.2M
7 Stonehaven Wealth & Tax Solutions, LLC 6.04% 173,094 $6.8M
8 Decker Wealth Management LLC 5.62% 628,685 $24.8M
9 Catalyst Investment Management LLC 4.71% 100,646 $4.3M
10 Stewardship Concepts Financial Services LLC 4.66% 150,973 $6.0M
11 My Portfolio Guide, LLC 4.55% 208,576 $8.2M
12 Gaddis Premier Wealth Advisors LLC 4.42% 152,033 $6.0M
13 Econ Financial Services Corp 4.42% 241,302 $9.5M
14 Park National Corp /Oh/ 4.17% 3,472,041 $136.9M
15 Boyer Financial Services, Inc. 4.05% 96,951 $3.8M
16 LCW Services, LLC 4.02% 205,084 $8.1M
17 Wisconsin Wealth Advisors, LLC 4.00% 103,069 $4.1M
18 Aft, Forsyth & Sober, LLC 3.96% 329,600 $13.0M
19 Wagner Wealth Management, LLC 3.89% 488,665 $19.3M
20 Sanchez Wealth Management Group 3.85% 451,725 $17.8M
21 IFC & Insurance Marketing, Inc. 3.64% 88,394 $3.5M
22 Virtus Family Office LLC 3.63% 107,918 $4.3M
23 Crumly & Associates Inc. 3.59% 433,507 $17.1M
24 Dagco, INC. 3.53% 413,183 $16.3M
25 IMG Wealth Management, Inc. 3.51% 139,732 $5.5M
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 Exchange Traded Fd (SDVY)

What does the Smart Money Trend signal show for SDVY?

Buying streak — 3 quarters in a row: For 3 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 — 63% buying: Last quarter: 347 funds were net buyers (72 opened a brand new position + 275 added to an existing one). Only 200 were sellers (165 trimmed + 35 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: 27 of 558 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, 25% new: Of the 558 current holders: 201 (36%) held >2 years, 219 held 1–2 years, and 138 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.

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

As of today, SDVY has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.6%. Since the quarter end (March 31, 2026), SDVY has gained +7.5% vs +14.1% 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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