Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange Traded Fd (TDIV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — TDIV

Based on 445 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added TDIV 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
445 hedge funds hold TDIV 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 — +22% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+22% 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.
🟡

Slight buying edge — 53% buying

210 buying184 selling
Last quarter: 210 funds bought or added vs 184 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.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new TDIV position: 41 → 47 → 40 → 75. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 22% new
247 out of 445 hedge funds have held TDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +30% but shares only +5% — price-driven

Value
+29%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

49 → 41 → 47 → 40 → 75 new funds/Q
New funds entering each quarter: 41 → 47 → 40 → 75. A growing number of institutions are discovering TDIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 447 holders: 254 (57%) are 2+ year veterans, 77 entered 1–2 years ago, and 116 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
27 of 445 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in TDIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — TDIV

In 2026 Q2, 210 hedge funds were net buyers of TDIV (75 opened a new position, 135 added to an existing one), while 184 reduced or exited (157 trimmed, 27 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in TDIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +48 funds (more new holders than closures). Total institutional holders: 445.

Hedge Fund Ownership: TDIV

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

Market Analysis: TDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDIV

-- --

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

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

Signal Freshness measures how much TDIV has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 88d ago
TDIV
-0.7%
SPY
+5.8%

TDIV outperformed SPY by -6.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 43d ago
TDIV
-2.2%
SPY
+1.6%

Since the filing became public, TDIV outperformed SPY by -3.8% .

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.

7 top-rated funds 6 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: TDIV
440 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 440 397 10.83%
13F Shares 24M 23M 3.85%
Total Value $2.62B $2.05B 27.95%
New Positions 72 40 +32
Increased Positions 135 149 -14
Closed Positions 29 30 -1
Reduced Positions 155 136 +19
Total Calls 2 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDIV

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Institutional Holders (2026 Q2)

440 + investors

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

QUARTER:
Top 25 TDIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kirkwood Financial Services 9.11% 277,423 $31.9M
2 Cherry Creek Investment Advisors, Inc. 6.20% 137,187 $15.8M
3 Mainstay Capital Management LLC /Adv 5.91% 695,257 $79.9M
4 Catalyst Investment Management LLC 5.61% 53,785 $6.2M
5 Private Wealth Group, LLC 4.27% 96,271 $11.1M
6 Pursue Wealth Partners LLC 4.12% 64,104 $7.4M
7 Flaharty Asset Management, LLC 3.61% 22,589 $2.5M
8 Concorde Asset Management, LLC 3.51% 52,841 $6.1M
9 Morey & Quinn Wealth Partners, LLC 2.86% 38,715 $4.4M
10 Cottonwood Capital Advisors, LLC 2.68% 38,669 $4.4M
11 Defined Wealth Management, LLC 2.67% 45,083 $5.2M
12 Sagace Wealth Management LLC 2.44% 33,890 $3.9M
13 Paller Financial Services Inc 2.40% 27,923 $3.2M
14 Crumly & Associates Inc. 2.20% 99,902 $11.5M
15 Aprio Wealth Management, LLC 2.16% 379,768 $43.6M
16 Vaquero Private Wealth, Ltd 2.15% 90,845 $10.4M
17 Midwest Financial Network, LLC 2.03% 25,867 $3.0M
18 Wealth Management Associates, Inc. 1.78% 56,227 $6.5M
19 BlueChip Wealth Advisors LLC 1.67% 38,234 $4.4M
20 Ballew Advisors, Inc 1.66% 28,860 $3.2M
21 Ranch Capital Advisors Inc. 1.59% 43,584 $5.0M
22 New England Private Wealth Advisors LLC 1.48% 143,275 $15.4M
23 Randall & Associates Wealth Management 1.33% 18,729 $2.2M
24 Iams Wealth Management, LLC 1.31% 37,891 $4.4M
25 Hobart Private Capital, LLC 1.16% 59,030 $6.8M
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 (TDIV)

What does the Smart Money Trend signal show for TDIV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added TDIV 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 TDIV?

Slight buying edge — 53% buying: Last quarter: 210 funds bought or added vs 184 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 TDIV holders?

Elite ownership — 50% AUM from top-100 funds: 27 of 445 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in TDIV. 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 TDIV?

56% of holders stayed for 2+ years: 247 out of 445 hedge funds have held TDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy First Tr Exchange Traded Fd (TDIV) following the 2026 Q2 hedge fund 13F filings?

As of today, TDIV has moved -2.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -3.8%. Since the quarter end (June 30, 2026), TDIV has gained -0.7% vs +5.8% 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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