Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE TRADED FD (TDIV)

360 + 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
↑ +13
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — TDIV

Based on 360 hedge funds · latest filing: 2025 Q4 · 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
360 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

174 buying158 selling
Last quarter: 174 funds bought or added vs 158 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 — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 40 → 39 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 26% medium 18% new
203 out of 360 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.
📈

Growing discovery — still being found

37 → 29 → 40 → 39 → 39 new funds/Q
New funds entering each quarter: 29 → 40 → 39 → 39. A growing number of institutions are discovering TDIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 19% 1-2yr 24% new
Of 360 current holders: 204 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
17 of 360 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 4 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: TDIV
2026 Q1 Stats Unlock in 17 days 360 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 360 347 3.75%
13F Shares 23M 23M 1.87%
Total Value $2.23B $2.24B -0.32%
New Positions 39 39 -
Increased Positions 135 137 -2
Closed Positions 26 28 -2
Reduced Positions 132 114 +18
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDIV

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Institutional Holders (2026 Q1)

360 + investors

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

Top 25 institutional holders of TDIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cherry Creek Investment Advisors, Inc. 5.62% 138,106 $12.9M
2 Catalyst Investment Management LLC 5.44% 46,964 $4.9M
3 Private Wealth Group, LLC 4.29% 98,281 $9.2M
4 PURSUE WEALTH PARTNERS LLC 3.76% 67,137 $6.3M
5 Morey & Quinn Wealth Partners, LLC 2.58% 38,795 $3.6M
6 COTTONWOOD CAPITAL ADVISORS, LLC 2.57% 38,879 $3.6M
7 DEFINED WEALTH MANAGEMENT, LLC 2.53% 46,045 $4.3M
8 Paller Financial Services Inc 2.32% 29,914 $2.8M
9 Sagace Wealth Management LLC 2.14% 34,052 $3.2M
10 Crumly & Associates Inc. 2.05% 104,426 $9.8M
11 Ballew Advisors, Inc 1.59% 29,144 $2.8M
12 IAMS WEALTH MANAGEMENT, LLC 1.28% 39,072 $3.7M
13 Plus Group Wealth Advisors LLC 1.27% 12,332 $1.2M
14 Randall & Associates Wealth Management 1.16% 18,317 $1.7M
15 Hobart Private Capital, LLC 1.14% 61,714 $5.8M
16 Kaydan Wealth Management, Inc. 0.94% 29,973 $2.8M
17 Financial Planning Hawaii, Inc. 0.78% 14,033 $1.3M
18 PARK NATIONAL CORP /OH/ 0.74% 260,389 $24.4M
19 Capital Advisors, Ltd. LLC 0.70% 65,912 $6K
20 Ayalon Insurance Comp Ltd. 0.61% 31,674 $3K
21 DHJJ Financial Advisors, Ltd. 0.60% 19,272 $1.8M
22 HENGEHOLD CAPITAL MANAGEMENT LLC 0.50% 61,486 $5.8M
23 Centerpoint Advisory Group 0.50% 7,060 $661K
24 Nova Wealth Management, Inc. 0.45% 7,345 $688K
25 TCFG WEALTH MANAGEMENT, LLC 0.42% 12,050 $1.1M
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 — 52% buying: Last quarter: 174 funds bought or added vs 158 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 — 47% AUM from top-100 funds: 17 of 360 holders are among the 100 largest funds by AUM, controlling 47% 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: 203 out of 360 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.

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.