TDVI Hedge Fund Ownership (Q1 2026)

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

As of today, TDVI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), TDVI gained +0.8% vs +4.0% 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.

First Tr Exchange-Traded Fd (TDVI)

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

Smart Money Signals — TDVI

Based on 67 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added TDVI 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

67 hedge funds hold TDVI right now — the highest count in 2.8 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 — +139% more funds vs a year ago

fund count last 6Q

+39 new funds entered over the past year (+139% 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 — 67% buying

46 buying23 selling

Last quarter: 46 funds were net buyers (10 opened a brand new position + 36 added to an existing one). Only 23 were sellers (17 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 12 → 16 → 21 → 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.

🔄

Mostly new holders — 60% entered in last year

■ 6% conviction (2yr+) ■ 34% medium ■ 60% new

Only 4 funds (6%) 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 — ~10 new funds/quarter

12 → 12 → 16 → 21 → 10 new funds/Q

New funds entering each quarter: 12 → 16 → 21 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 79% of holders entered in last year

■ 6% veterans ■ 15% 1-2yr ■ 79% new

Of 67 current holders: 53 (79%) entered in the past year, only 4 (6%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

5 of 67 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.1

out of 10

Moderate Exit Risk

Exit risk score 6.1/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	67	63	6.35%
13F Shares	5M	5M	3.42%
Total Value	$126M	$130M	-2.51%
New Positions	10	21	-11
Increased Positions	36	26	+10
Closed Positions	6	4	+2
Reduced Positions	17	12	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

6.35%

13F Shares

3.42%

Total Value

$126M

$130M

-2.51%

New Positions

-11

Increased Positions

+10

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

67 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TDVI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Southern Capital Services Inc /Adv	9.66%	542,063	$17.2M
2	Luken Investment Analytics, LLC	8.85%	797,531	$25.3M
3	Benson Wealth Management INC	0.94%	29,294	$930K
4	Sequent Planning LLC	0.57%	84,555	$2.7M
5	Advisory Advocates, LLC	0.55%	20,330	$646K
6	RiverTree Advisors, LLC	0.44%	23,437	$744K
7	Owen LaRue, LLC	0.34%	30,936	$983K
8	Mission Financial Group, LLC	0.23%	8,799	$279K
9	Greenberg Financial Group	0.22%	18,820	$598K
10	Triad Wealth Partners, LLC	0.19%	105,914	$3.3M
11	Aft, Forsyth & Company, INC.	0.18%	12,010	$381K
12	Core Wealth Partners LLC	0.18%	13,300	$422K
13	Accel Wealth Management	0.14%	20,266	$644K
14	Uniting Wealth Partners, LLC	0.14%	21,899	$696K
15	Endeavor Private Wealth, INC.	0.13%	16,210	$515K
16	Triumph Capital Management	0.11%	19,421	$617K
17	G&S Capital LLC	0.10%	11,309	$359K
18	Intrua Financial, LLC	0.09%	30,151	$958K
19	Independent Financial Group, LLC	0.08%	140,181	$4.5M
20	Capital Investment Advisory Services, LLC	0.08%	38,685	$1.2M
21	Gladstone Institutional Advisory LLC	0.07%	66,454	$2.1M
22	Calton & Associates, INC.	0.05%	10,668	$339K
23	Faithward Advisors, LLC	0.04%	9,657	$307K
24	Balboa Wealth Partners	0.04%	8,284	$263K
25	Silver Oak Securities, Incorporated	0.03%	17,623	$560K

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 (TDVI)

What does the Smart Money Trend signal show for TDVI?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added TDVI 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 TDVI?

More buyers than sellers — 67% buying: Last quarter: 46 funds were net buyers (10 opened a brand new position + 36 added to an existing one). Only 23 were sellers (17 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDVI holders?

Strong quality — 24% AUM from major funds: 5 of 67 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TDVI?

Mostly new holders — 60% entered in last year: Only 4 funds (6%) 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 Exchange-Traded Fd (TDVI) following the 2026 Q2 hedge fund 13F filings?

As of today, TDVI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), TDVI has gained +0.8% vs +4.0% 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.

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First Tr Exchange-Traded Fd (TDVI)

Smart Money Signals — TDVI

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +139% more funds vs a year ago

More buyers than sellers — 67% buying

Fewer new buyers each quarter (-11 vs last Q)

Mostly new holders — 60% entered in last year

Steady discovery — ~10 new funds/quarter

Early stage — 79% of holders entered in last year

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — TDVI

Hedge Fund Ownership: TDVI

Market Analysis: TDVI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TDVI

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

Hedge Fund Positioning: TDVI

Statistics: TDVI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (TDVI)

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