Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (UCON)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — UCON

Based on 256 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 UCON 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 (96% of max)

96% of all-time peak
256 hedge funds hold UCON 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold UCON compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

160 buying107 selling
Last quarter: 160 funds were net buyers (48 opened a brand new position + 112 added to an existing one). Only 107 were sellers (81 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

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

new funds entering per quarter
Funds opening a new UCON position: 33 → 20 → 13 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 27% medium ■ 19% new
139 out of 256 hedge funds have held UCON 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

39 → 33 → 20 → 13 → 48 new funds/Q
New funds entering each quarter: 33 → 20 → 13 → 48. A growing number of institutions are discovering UCON each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 18% 1-2yr ■ 29% new
Of 256 current holders: 137 (54%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
13 of 256 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in UCON. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: UCON

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

Market Analysis: UCON

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UCON

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 8 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: UCON
2026 Q1 Stats Unlock in 12 days 256 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 256 234 9.4%
13F Shares 103M 93M 11.65%
Total Value $2.60B $2.33B 11.58%
New Positions 48 13 +35
Increased Positions 112 111 +1
Closed Positions 26 32 -6
Reduced Positions 81 101 -20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UCON

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

256 + investors

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

Top 25 institutional holders of UCON — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arch Global Advisors, LLC 8.08% 624,974 $15.5M
2 Appalachian Capital Management Ltd 7.14% 359,962 $8.9M
3 Boyce & Associates Wealth Consulting, Inc. 6.66% 355,244 $8.8M
4 Collaborative Wealth Managment Inc. 6.46% 567,904 $14.1M
5 EdgeRock Capital LLC 5.30% 790,536 $19.6M
6 Wagner Wealth Management, LLC 5.17% 1,033,196 $25.6M
7 Live Oak Investment Partners 5.09% 348,032 $8.6M
8 Holistic Financial Partners 4.65% 504,537 $12.5M
9 Etesian Wealth Advisors, Inc. 4.48% 567,078 $14.0M
10 Gaddis Premier Wealth Advisors LLC 4.45% 243,498 $6.0M
11 Navalign, LLC 3.74% 598,694 $14.8M
12 My Portfolio Guide, LLC 3.27% 238,296 $5.9M
13 Darwin Wealth Management, LLC 3.22% 416,747 $10.3M
14 Wagner Wealth Management, Corp 3.17% 142,402 $3.5M
15 Commonwealth Financial Services, LLC 3.00% 765,621 $19.0M
16 Prasad Wealth Partners, LLC 2.69% 398,932 $9.9M
17 Nova Wealth Management, Inc. 2.59% 160,823 $4.0M
18 Walkner Condon Financial Advisors LLC 2.42% 740,026 $18.3M
19 Bensler, LLC 2.16% 845,423 $20.9M
20 Csenge Advisory Group 1.69% 1,490,172 $36.9M
21 TrueWealth Advisors, LLC 1.63% 261,874 $6.5M
22 Trilogy Capital Inc. 1.62% 1,480,371 $36.7M
23 RiverTree Advisors, LLC 1.60% 102,124 $2.5M
24 DEFINED WEALTH MANAGEMENT, LLC 1.54% 106,438 $2.6M
25 Capital Investment Advisory Services, LLC 1.47% 813,598 $20.2M
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 (UCON)

What does the Smart Money Trend signal show for UCON?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UCON 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 UCON?

More buyers than sellers — 60% buying: Last quarter: 160 funds were net buyers (48 opened a brand new position + 112 added to an existing one). Only 107 were sellers (81 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UCON holders?

Elite ownership — 41% AUM from top-100 funds: 13 of 256 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in UCON. 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 UCON?

54% of holders stayed for 2+ years: 139 out of 256 hedge funds have held UCON 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.