Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (SEPM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — SEPM

Based on 30 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SEPM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
30 hedge funds hold SEPM right now — the highest count in 1.8 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 — +20% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

16 buying12 selling
Last quarter: 16 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 47% entered in last year

■ 0% conviction (2yr+) ■ 53% medium ■ 47% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~6 new funds/quarter

14 → 5 → 5 → 9 → 6 new funds/Q
New funds entering each quarter: 5 → 5 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 77% of holders entered in last year

■ 3% veterans ■ 20% 1-2yr ■ 77% new
Of 30 current holders: 23 (77%) entered in the past year, only 1 (3%) 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 — 0% AUM from top-100

0% from top-100 AUM funds
1 of 30 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — SEPM

In 2025 Q4, 16 hedge funds were net buyers of SEPM (6 opened a new position, 10 added to an existing one), while 12 reduced or exited (5 trimmed, 7 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 30.

Hedge Fund Ownership: SEPM

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

Market Analysis: SEPM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEPM

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: SEPM
2026 Q1 Stats Unlock in 1 days 30 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 30 31 -3.23%
13F Shares 495K 448K 10.47%
Total Value $16M $14M 11.78%
New Positions 6 9 -3
Increased Positions 10 10 -
Closed Positions 7 8 -1
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SEPM

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Institutional Holders (2026 Q1)

30 + investors

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

QUARTER:
Top 25 institutional holders of SEPM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ASHTON THOMAS SECURITIES, LLC 0.16% 40,992 $1.3M
2 HBW ADVISORY SERVICES LLC 0.09% 25,589 $810K
3 Encompass More Asset Management 0.07% 13,890 $440K
4 Anfield Capital Management, LLC 0.07% 8,336 $264K
5 LVZ, Inc. 0.04% 11,799 $374K
6 NOVEM GROUP 0.04% 10,870 $344K
7 Ashton Thomas Private Wealth, LLC 0.02% 32,622 $1.0M
8 OLD MISSION CAPITAL LLC 0.02% 41,442 $1.3M
9 Americana Partners, LLC 0.02% 21,148 $670K
10 PARK AVENUE SECURITIES LLC 0.01% 51,323 $2K
11 Gallagher Fiduciary Advisors, LLC 0.01% 7,315 $232K
12 IFP Advisors, Inc 0.01% 10,180 $322K
13 HARBOUR INVESTMENTS, INC. 0.01% 13,149 $416K
14 Mutual Advisors, LLC 0.00% 7,092 $225K
15 Atria Investments, Inc 0.00% 12,273 $389K
16 FOUNDATIONS INVESTMENT ADVISORS, LLC 0.00% 8,260 $261K
17 Waverly Advisors, LLC 0.00% 11,632 $368K
18 Capital Analysts, LLC 0.00% 3,107 —
19 Kestra Advisory Services, LLC 0.00% 20,235 $641K
20 AE Wealth Management LLC 0.00% 12,809 $406K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 48,589 $1.5M
22 Cambridge Investment Research Advisors, Inc. 0.00% 13,530 —
23 Cetera Investment Advisers 0.00% 31,930 $1.0M
24 Advisory Services Network, LLC 0.00% 2,445 $77K
25 Mariner, LLC 0.00% 19,345 $612K
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 (SEPM)

What does the Smart Money Trend signal show for SEPM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SEPM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SEPM?

Slight buying edge — 57% buying: Last quarter: 16 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SEPM holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 30 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SEPM?

Mostly new holders — 47% entered in last year: Only 0 funds (0%) 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.