Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (YDEC)

60 + 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
↑ +8
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — YDEC

Based on 61 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
61 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 — +74% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+74% 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.
🟡

Slight buying edge — 57% buying

31 buying23 selling
Last quarter: 31 funds bought or added vs 23 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 9 → 16 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 43% new

■ 36% conviction (2yr+) ■ 21% medium ■ 43% new
Of the 61 current holders: 22 (36%) held >2 years, 13 held 1–2 years, and 26 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.
📈

Growing discovery — still being found

4 → 11 → 9 → 16 → 12 new funds/Q
New funds entering each quarter: 11 → 9 → 16 → 12. A growing number of institutions are discovering YDEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 49% new entrants

■ 38% veterans ■ 13% 1-2yr ■ 49% new
Of 61 current holders: 23 (38%) held 2+ years, 8 held 1–2 years, 30 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
2 of 61 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 Q1, 31 hedge funds were net buyers of YDEC (12 opened a new position, 19 added to an existing one), while 23 reduced or exited (19 trimmed, 4 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 61.

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.

Is It Too Late to Buy First Tr Exchng Traded Fd VI (YDEC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YDEC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
YDEC
nan%
SPY
+15.1%

YDEC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
YDEC
nan%
SPY
+1.3%

Since the filing became public, YDEC outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
1.1
/ 10
conviction
Hedge Fund Positioning: YDEC
60 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 60 53 13.21%
13F Shares 3M 2M 53.21%
Total Value $64M $43M 47.12%
New Positions 12 16 -4
Increased Positions 19 16 +3
Closed Positions 5 7 -2
Reduced Positions 18 8 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YDEC

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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)

60 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Luken Investment Analytics, LLC 5.49% 545,343 $14.3M
2 BFI Wealth Solutions, LLC 0.58% 22,841 $606K
3 Mission Financial Group, LLC 0.49% 20,062 $528K
4 1776 Wealth LLC 0.42% 40,304 $1.1M
5 Winnow Wealth LLC 0.24% 11,600 $305K
6 DHJJ Financial Advisors, Ltd. 0.17% 19,343 $509K
7 Integrity Financial Corp /WA 0.16% 12,191 $321K
8 Anfield Capital Management, LLC 0.15% 20,117 $529K
9 Grantvest Financial Group LLC 0.14% 8,246 $217K
10 Park Square Financial Group, LLC 0.12% 586 $15K
11 Diligent Investors, LLC 0.07% 10,800 $284K
12 Ignite Planners, LLC 0.06% 14,950 $393K
13 Clear Creek Financial Management, LLC 0.05% 26,868 $707K
14 SOA Wealth Advisors, LLC. 0.05% 9,504 $250K
15 Asset Allocation Strategies LLC 0.04% 8,023 $211K
16 Harbour Investments, INC. 0.03% 80,757 $2.1M
17 NorthCrest Asset Manangement, LLC 0.03% 38,300 $1.0M
18 Csenge Advisory Group 0.03% 24,441 $643K
19 Silver Oak Securities, Incorporated 0.03% 13,996 $368K
20 First Heartland Consultants, Inc. 0.03% 12,790 $336K
21 Insigneo Advisory Services, LLC 0.02% 10,636 $280K
22 Kovack Advisors, Inc. 0.02% 13,906 $369K
23 Signature Equity Partners, LLC 0.02% 1,331 $35K
24 Fragasso Financial Advisors Inc 0.02% 10,597 $280K
25 Avidian Wealth Enterprises, LLC 0.01% 15,371 $404K
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 57% buying: Last quarter: 31 funds bought or added vs 23 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 YDEC holders?

Smaller funds dominant — 8% AUM from top-100: 2 of 61 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YDEC?

Mixed — 36% long-term, 43% new: Of the 61 current holders: 22 (36%) held >2 years, 13 held 1–2 years, and 26 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.

Is it too late to buy First Tr Exchng Traded Fd VI (YDEC) following the 2026 Q1 hedge fund 13F filings?

As of today, YDEC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), YDEC has gained nan% vs +15.1% 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.

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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