Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (YDEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
38%

Smart Money Signals — YDEC

Based on 63 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added YDEC 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
63 hedge funds hold YDEC 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.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+40% 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.
🔴

Heavy selling pressure — only 38% buying

19 buying31 selling
Last quarter: 31 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 16 → 12 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 33% new

■ 38% conviction (2yr+) ■ 29% medium ■ 33% new
Of the 63 current holders: 24 (38%) held >2 years, 18 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +27%, value +2%

Value
+1%
Shares
+26%
Last quarter: funds added +27% more shares while total portfolio value only changed +2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~13 new funds/quarter

11 → 9 → 16 → 12 → 13 new funds/Q
New funds entering each quarter: 9 → 16 → 12 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 43% newcomers

■ 48% veterans ■ 10% 1-2yr ■ 43% new
Entry-cohort mix of 63 holders: 30 (48%) are 2+ year veterans, 6 entered 1–2 years ago, and 27 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
5 of 63 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

Institutional Sentiment Summary — YDEC

In 2026 Q2, 19 hedge funds were net buyers of YDEC (13 opened a new position, 6 added to an existing one), while 31 reduced or exited (20 trimmed, 11 sold completely) — a 38% buyer ratio, indicating net institutional distribution. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: YDEC

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

Market Analysis: YDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YDEC

-- --

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: YDEC
63 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 63 61 3.28%
13F Shares 3M 3M 26.82%
Total Value $65M $64M 1.79%
New Positions 13 12 +1
Increased Positions 6 19 -13
Closed Positions 11 4 +7
Reduced Positions 20 19 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YDEC

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Financial Highlights

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Institutional Holders (2026 Q2)

63 + investors

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

QUARTER:
Top 25 YDEC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Luken Investment Analytics, LLC 5.55% 576,492 $15.9M
2 BFI Wealth Solutions, LLC 0.47% 22,835 $629K
3 Mission Financial Group, LLC 0.43% 18,847 $519K
4 1776 Wealth LLC 0.39% 40,304 $1.1M
5 Winnacle Wealth LLC 0.21% 11,340 $312K
6 DHJJ Financial Advisors, Ltd. 0.15% 18,348 $505K
7 Integrity Financial Corp /WA 0.14% 10,523 $290K
8 Grantvest Financial Group LLC 0.13% 8,030 $221K
9 Diligent Investors, LLC 0.07% 10,800 $297K
10 Ignite Planners, LLC 0.05% 14,105 $389K
11 SOA Wealth Advisors, LLC. 0.04% 9,504 $262K
12 Asset Allocation Strategies LLC 0.03% 8,023 $221K
13 Fiduciary Financial Advisors 0.03% 10,649 $293K
14 NorthCrest Asset Manangement, LLC 0.03% 38,300 $1.1M
15 Silver Oak Securities, Incorporated 0.02% 13,996 $386K
16 First Heartland Consultants, Inc. 0.02% 12,790 $352K
17 Kovack Advisors, Inc. 0.02% 14,189 $390K
18 Fragasso Financial Advisors Inc 0.02% 10,597 $292K
19 Main Street Financial Solutions, LLC 0.02% 7,840 $206K
20 Old Mission Capital LLC 0.01% 32,784 $903K
21 Avidian Wealth Enterprises, LLC 0.01% 15,371 $423K
22 Insigneo Advisory Services, LLC 0.01% 10,636 $293K
23 Lanark Financial, INC. 0.01% 5,776 $159K
24 Pinnacle Wealth Planning Services, Inc. 0.01% 4,026 $111K
25 Harbour Investments, INC. 0.01% 26,460 $729K
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 (YDEC)

What does the Smart Money Trend signal show for YDEC?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added YDEC 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 YDEC?

Heavy selling pressure — only 38% buying: Last quarter: 31 funds sold vs only 19 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 YDEC holders?

Smaller funds dominant — 10% AUM from top-100: 5 of 63 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YDEC?

Mixed — 38% long-term, 33% new: Of the 63 current holders: 24 (38%) held >2 years, 18 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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