Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (SFEB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
71%

Smart Money Signals — SFEB

Based on 53 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 SFEB 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
53 hedge funds hold SFEB 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 — +43% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+43% 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 — 71% buying

37 buying15 selling
Last quarter: 37 funds were net buyers (20 opened a brand new position + 17 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new SFEB position: 7 → 5 → 8 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 47% entered in last year

■ 21% conviction (2yr+) ■ 32% medium ■ 47% new
Only 11 funds (21%) 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.
💎

Buying through price weakness — shares +68%, value +49%

Value
+49%
Shares
+68%
Last quarter: funds added +68% more shares while total portfolio value only changed +49%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

5 → 7 → 5 → 8 → 20 new funds/Q
New funds entering each quarter: 7 → 5 → 8 → 20. 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 — 2% veterans, 47% new entrants

■ 2% veterans ■ 51% 1-2yr ■ 47% new
Of 53 current holders: 1 (2%) held 2+ years, 27 held 1–2 years, 25 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
5 of 53 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — SFEB

In 2026 Q1, 37 hedge funds were net buyers of SFEB (20 opened a new position, 17 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: SFEB

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

Market Analysis: SFEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SFEB

-- --

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

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

Signal Freshness measures how much SFEB 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
SFEB
nan%
SPY
+13.9%

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

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

Since the filing became public, SFEB 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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SFEB
53 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 53 38 39.47%
13F Shares 2M 1M 68.12%
Total Value $39M $26M 49.33%
New Positions 20 8 +12
Increased Positions 17 4 +13
Closed Positions 5 4 +1
Reduced Positions 10 16 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SFEB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + investors

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

QUARTER:
Top 25 SFEB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BFI Wealth Solutions, LLC 3.20% 139,169 $3.3M
2 Diligent Investors, LLC 0.61% 104,290 $2.5M
3 Grantvest Financial Group LLC 0.49% 31,991 $760K
4 Maia Wealth LLC 0.41% 102,725 $2.4M
5 Keystone Wealth Services, LLC 0.11% 20,941 $497K
6 SOA Wealth Advisors, LLC. 0.09% 19,471 $462K
7 Marshall Financial Group, LLC 0.06% 14,966 $355K
8 Mgo One Seven LLC 0.05% 104,682 $2.5M
9 DHJJ Financial Advisors, Ltd. 0.05% 6,060 $144K
10 Benson Wealth Management INC 0.05% 1,442 $34K
11 Crusonia Wealth Advisors LLC 0.04% 8,550 $203K
12 Jaffetilchin Investment Partners, LLC 0.03% 21,561 $512K
13 Silver Oak Securities, Incorporated 0.03% 16,719 $397K
14 Fragasso Financial Advisors Inc 0.03% 19,768 $475K
15 Sunbelt Securities, Inc. 0.02% 15,143 $360K
16 Dunhill Financial, LLC 0.02% 2,860 $68K
17 NorthCrest Asset Manangement, LLC 0.02% 20,987 $502K
18 Kovack Advisors, Inc. 0.02% 12,125 $289K
19 Harbour Investments, INC. 0.01% 35,978 $854K
20 StoneX Group Inc. 0.01% 8,600 $204K
21 Noble Wealth Management PBC 0.01% 800 $19K
22 Arkadios Wealth Advisors 0.01% 21,747 $516K
23 Old Mission Capital LLC 0.01% 21,703 $515K
24 Ameritas Advisory Services, LLC 0.01% 8,402 $200K
25 Kestra Advisory Services, LLC 0.01% 81,145 $1.9M
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 (SFEB)

What does the Smart Money Trend signal show for SFEB?

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

More buyers than sellers — 71% buying: Last quarter: 37 funds were net buyers (20 opened a brand new position + 17 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SFEB holders?

Smaller funds dominant — 12% AUM from top-100: 5 of 53 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 SFEB?

Mostly new holders — 47% entered in last year: Only 11 funds (21%) 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 Exchng Traded Fd VI (SFEB) following the 2026 Q1 hedge fund 13F filings?

As of today, SFEB 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), SFEB 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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