Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (XDEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
21%

Smart Money Signals — XDEC

Based on 77 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

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

High ownership — 90% of 3.0Y peak

90% of all-time peak
77 funds currently hold this stock — 90% of the 3.0-year high of 86 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold XDEC compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 21% buying

14 buying54 selling
Last quarter: 54 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 13 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 38% medium ■ 5% new
44 out of 77 hedge funds have held XDEC 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.
📊

Peak discovery — momentum slowing

21 → 8 → 13 → 7 → 6 new funds/Q
New funds entering each quarter: 8 → 13 → 7 → 6. XDEC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 23% 1-2yr ■ 21% new
Of 77 current holders: 43 (56%) 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.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
7 of 77 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Hedge Fund Ownership: XDEC

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

Market Analysis: XDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XDEC

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

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: XDEC
2026 Q1 Stats Unlock in 20 days 77 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 77 84 -8.33%
13F Shares 3M 4M -29.2%
Total Value $113M $156M -27.73%
New Positions 6 7 -1
Increased Positions 8 15 -7
Closed Positions 13 9 +4
Reduced Positions 41 38 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XDEC

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

77 + investors

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

Top 25 institutional holders of XDEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sequent Planning LLC 1.23% 126,364 $5.1M
2 BEACON FINANCIAL GROUP 0.87% 213,199 $8.7M
3 QTR Family Wealth, LLC 0.26% 14,809 $616K
4 PFS Partners, LLC 0.23% 12,268 $495K
5 Diligent Investors, LLC 0.17% 17,000 $685K
6 DHJJ Financial Advisors, Ltd. 0.13% 9,460 $381K
7 Bouchey Financial Group Ltd 0.11% 35,188 $1.5M
8 Outlook Wealth Advisors, LLC 0.10% 9,831 $396K
9 Cambridge Advisors Inc. 0.08% 9,735 $392K
10 LifeWealth Investments, LLC 0.07% 6,056 $244K
11 SageGuard Financial Group, LLC 0.07% 10,846 $437K
12 First Heartland Consultants, Inc. 0.06% 20,143 $812K
13 Triad Wealth Partners, LLC 0.04% 13,484 $544K
14 SILVER OAK SECURITIES, INCORPORATED 0.03% 11,543 $465K
15 Janney Montgomery Scott LLC 0.03% 334,354 $13K
16 Onyx Bridge Wealth Group LLC 0.03% 7,306 $295K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.03% 559,079 $22.5M
18 LVZ, Inc. 0.03% 5,908 $238K
19 Wagner Wealth Management, LLC 0.02% 2,686 $108K
20 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 17,235 $695K
21 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% 9,370 $378K
22 IFP Advisors, Inc 0.00% 3,606 $145K
23 Park Place Capital Corp 0.00% 128 $5K
24 NBC SECURITIES, INC. 0.00% 145 $6K
25 TRUIST FINANCIAL CORP 0.00% 5,067 $204K
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 (XDEC)

What does the Smart Money Trend signal show for XDEC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their XDEC 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 XDEC?

Heavy selling pressure — only 21% buying: Last quarter: 54 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for XDEC holders?

Smaller funds dominant — 3% AUM from top-100: 7 of 77 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XDEC?

57% of holders stayed for 2+ years: 44 out of 77 hedge funds have held XDEC 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.