Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (SFEB)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
39%

Smart Money Signals — SFEB

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
37 funds currently hold this stock — 92% of the 3.0-year high of 40 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold SFEB compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

12 buying19 selling
Last quarter: 19 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 30% entered in last year

3% conviction (2yr+) 68% medium 30% new
Only 1 funds (3%) 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 — ~8 new funds/quarter

11 → 5 → 7 → 5 → 8 new funds/Q
New funds entering each quarter: 5 → 7 → 5 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 5% veterans, 41% new entrants

5% veterans 54% 1-2yr 41% new
Of 37 current holders: 2 (5%) held 2+ years, 20 held 1–2 years, 15 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
3 of 37 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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

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

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: SFEB
2026 Q1 Stats Unlock in 17 days 37 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 33 12.12%
13F Shares 1M 1M -6.49%
Total Value $26M $26M -3.37%
New Positions 8 5 +3
Increased Positions 4 9 -5
Closed Positions 4 9 -5
Reduced Positions 15 13 +2
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 Q1)

37 + investors

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

Top 18 institutional holders of SFEB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Diligent Investors, LLC 0.61% 104,290 $2.5M
2 Marshall Financial Group, LLC 0.06% 14,966 $355K
3 DHJJ Financial Advisors, Ltd. 0.05% 6,060 $144K
4 SILVER OAK SECURITIES, INCORPORATED 0.03% 16,719 $397K
5 Fragasso Financial Advisors Inc 0.03% 19,768 $475K
6 NorthCrest Asset Manangement, LLC 0.02% 20,987 $502K
7 Cambridge Investment Research Advisors, Inc. 0.01% 165,374 $4K
8 Noble Wealth Management PBC 0.01% 800 $19K
9 Kestra Advisory Services, LLC 0.01% 81,145 $1.9M
10 Spire Wealth Management 0.01% 7,639 $181K
11 Topsail Wealth Management, LLC 0.00% 1,050 $25K
12 PARK AVENUE SECURITIES LLC 0.00% 19,675
13 CX Institutional 0.00% 4,082
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 76,067 $1.8M
15 Private Advisor Group, LLC 0.00% 21,865 $519K
16 TRUIST FINANCIAL CORP 0.00% 59,794 $1.4M
17 Janney Montgomery Scott LLC 0.00% 12,485
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 30,270 $222K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Heavy selling pressure — only 39% buying: Last quarter: 19 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SFEB holders?

Smaller funds dominant — 9% AUM from top-100: 3 of 37 holders rank in the top 100 by AUM, but together hold only 9% 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 — 30% entered in last year: Only 1 funds (3%) 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.