Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (SFEB)

52 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — SFEB

Based on 52 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SFEB 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 (98% of max)

98% of all-time peak
52 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 — +37% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+37% 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 sellers than buyers — 40% buying

21 buying32 selling
Last quarter: 32 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 20 → 10. 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 — 29% long-term, 50% new

■ 29% conviction (2yr+) ■ 21% medium ■ 50% new
Of the 52 current holders: 15 (29%) held >2 years, 11 held 1–2 years, and 26 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.
💰

Price up while funds trimmed (+5% value, -13% shares)

Value
+5%
Shares
-12%
Last quarter: total value of institutional SFEB holdings rose +5% even though funds reduced share count by 13%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~10 new funds/quarter

7 → 5 → 8 → 20 → 10 new funds/Q
New funds entering each quarter: 5 → 8 → 20 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 21% veterans, 54% new entrants

■ 21% veterans ■ 25% 1-2yr ■ 54% new
Of 52 current holders: 11 (21%) held 2+ years, 13 held 1–2 years, 28 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
3 of 52 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 Q2, 21 hedge funds were net buyers of SFEB (10 opened a new position, 11 added to an existing one), while 32 reduced or exited (21 trimmed, 11 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 52.

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.

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

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SFEB
52 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 52 53 -1.89%
13F Shares 2M 2M -12.63%
Total Value $41M $39M 5.22%
New Positions 10 20 -10
Increased Positions 11 17 -6
Closed Positions 11 5 +6
Reduced Positions 21 10 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SFEB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

52 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BFI Wealth Solutions, LLC 1.19% 61,374 $1.6M
2 Diligent Investors, LLC 0.61% 103,835 $2.7M
3 Grantvest Financial Group LLC 0.50% 32,842 $862K
4 Maia Wealth LLC 0.38% 97,769 $2.6M
5 Keystone Wealth Services, LLC 0.10% 20,941 $550K
6 Quad-Cities Investment Group, LLC 0.09% 9,488 $249K
7 Harvest Investment Services, LLC 0.08% 20,764 $545K
8 SOA Wealth Advisors, LLC. 0.08% 18,809 $494K
9 Marshall Financial Group, LLC 0.07% 17,050 $447K
10 DHJJ Financial Advisors, Ltd. 0.05% 6,060 $159K
11 Mgo One Seven LLC 0.04% 86,925 $2.3M
12 Crusonia Wealth Advisors LLC 0.04% 8,550 $224K
13 Benson Wealth Management INC 0.04% 1,377 $36K
14 Silver Oak Securities, Incorporated 0.03% 17,329 $455K
15 Fragasso Financial Advisors Inc 0.02% 15,700 $412K
16 Dunhill Financial, LLC 0.02% 2,860 $75K
17 Main Street Financial Solutions, LLC 0.01% 8,450 $201K
18 NorthCrest Asset Manangement, LLC 0.01% 19,355 $507K
19 Noble Wealth Management PBC 0.01% 800 $21K
20 Fiduciary Financial Advisors 0.01% 3,325 $87K
21 Arkadios Wealth Advisors 0.01% 18,628 $489K
22 Harbour Investments, INC. 0.01% 20,148 $529K
23 Kestra Advisory Services, LLC 0.01% 79,410 $2.1M
24 Old Mission Capital LLC 0.01% 14,936 $392K
25 Sigma Planning Corp 0.01% 9,190 $241K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SFEB 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 SFEB?

More sellers than buyers — 40% buying: Last quarter: 32 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SFEB holders?

Smaller funds dominant — 11% AUM from top-100: 3 of 52 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SFEB?

Mixed — 29% long-term, 50% new: Of the 52 current holders: 15 (29%) held >2 years, 11 held 1–2 years, and 26 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.

Full history →