Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (UCON)

271 + 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
↓ -1
Streak
2Q ▼
Buyers last Q
53%

Smart Money Signals — UCON

Based on 272 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their UCON positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
272 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UCON is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

153 buying133 selling
Last quarter: 153 funds bought or added vs 133 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 — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 51 → 32 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 27% medium ■ 20% new
144 out of 272 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.
➡️

Steady discovery — ~33 new funds/quarter

24 → 16 → 51 → 32 → 33 new funds/Q
New funds entering each quarter: 16 → 51 → 32 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 53% veterans vs 25% newcomers

■ 53% veterans ■ 23% 1-2yr ■ 25% new
Entry-cohort mix of 272 holders: 143 (53%) are 2+ year veterans, 62 entered 1–2 years ago, and 67 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
16 of 272 holders are among the 100 largest funds by AUM, controlling 44% 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.

Institutional Sentiment Summary — UCON

In 2026 Q2, 153 hedge funds were net buyers of UCON (33 opened a new position, 120 added to an existing one), while 133 reduced or exited (99 trimmed, 34 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 44% of total institutional value in UCON is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 272.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 12 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: UCON
271 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 271 273 -0.73%
13F Shares 112M 110M 1.79%
Total Value $2.75B $2.67B 3.23%
New Positions 32 32 -
Increased Positions 120 131 -11
Closed Positions 34 36 -2
Reduced Positions 99 94 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UCON

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Institutional Holders (2026 Q2)

271 + investors

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

QUARTER:
Top 25 UCON holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arch Global Advisors, LLC 8.63% 783,525 $19.5M
2 Appalachian Capital Management Ltd 6.54% 362,396 $9.0M
3 Wealth Advisory Team LLC 6.51% 321,889 $8.0M
4 Collaborative Wealth Managment Inc. 6.31% 604,554 $15.0M
5 Boyce & Associates Wealth Consulting, Inc. 6.17% 357,500 $8.9M
6 Park Square Financial Group, LLC 5.37% 23,904 $595K
7 Stonehaven Wealth & Tax Solutions, LLC 4.88% 244,917 $6.1M
8 Live Oak Investment Partners 4.76% 355,723 $8.9M
9 EdgeRock Capital LLC 4.75% 842,625 $21.0M
10 Gaddis Premier Wealth Advisors LLC 3.97% 262,644 $6.5M
11 Wagner Wealth Management, LLC 3.95% 859,217 $21.4M
12 Etesian Wealth Advisors, Inc. 3.94% 536,383 $13.3M
13 Mach-1 Financial Group, LLC 3.89% 404,016 $10.1M
14 Navalign, LLC 3.60% 620,228 $15.4M
15 Nova Wealth Management, Inc. 3.00% 218,384 $5.4M
16 Wagner Wealth Management, Corp 2.99% 148,920 $3.7M
17 Darwin Wealth Management, LLC 2.92% 428,366 $10.7M
18 Fairway Financial, LLC 2.61% 153,163 $3.8M
19 Holistic Financial Partners 2.56% 168,531 $4.2M
20 Prasad Wealth Partners, LLC 2.44% 407,632 $10.1M
21 Walkner Condon Financial Advisors LLC 2.30% 806,300 $20.1M
22 RiverTree Advisors, LLC 1.99% 135,348 $3.4M
23 Twin Peaks Wealth Advisors, LLC 1.59% 281,760 $7.0M
24 Csenge Advisory Group 1.54% 1,528,668 $38.0M
25 Trilogy Capital Inc. 1.52% 1,572,195 $39.1M
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 Exchng Traded Fd VI (UCON)

What does the Smart Money Trend signal show for UCON?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their UCON positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UCON?

Slight buying edge — 53% buying: Last quarter: 153 funds bought or added vs 133 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 UCON holders?

Elite ownership — 44% AUM from top-100 funds: 16 of 272 holders are among the 100 largest funds by AUM, controlling 44% 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?

53% of holders stayed for 2+ years: 144 out of 272 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.

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