Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (YSEP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
24%

Smart Money Signals — YSEP

Based on 61 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 YSEP 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 — 88% of 3.0Y peak

88% of all-time peak
61 funds currently hold this stock — 88% of the 3.0-year high of 69 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+22% 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 24% buying

12 buying38 selling
Last quarter: 38 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 20 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 34% new

■ 31% conviction (2yr+) ■ 34% medium ■ 34% new
Of the 61 current holders: 19 (31%) held >2 years, 21 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.
⚠️

Saturation — most institutions already know this story

8 → 8 → 20 → 4 → 5 new funds/Q
New funds entering each quarter: 8 → 20 → 4 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 33% veterans, 46% new entrants

■ 33% veterans ■ 21% 1-2yr ■ 46% new
Of 61 current holders: 20 (33%) held 2+ years, 13 held 1–2 years, 28 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
3 of 61 holders rank in the top 100 by AUM, but together hold only 7% 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 — YSEP

In 2026 Q2, 12 hedge funds were net buyers of YSEP (5 opened a new position, 7 added to an existing one), while 38 reduced or exited (28 trimmed, 10 sold completely) — a 24% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 61.

Hedge Fund Ownership: YSEP

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

Market Analysis: YSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YSEP

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: YSEP
61 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 66 -7.58%
13F Shares 2M 3M -36.05%
Total Value $44M $60M -26.4%
New Positions 5 4 +1
Increased Positions 7 14 -7
Closed Positions 10 7 +3
Reduced Positions 28 23 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YSEP

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Institutional Holders (2026 Q2)

61 + investors

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

QUARTER:
Top 25 YSEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avantra Family Wealth, Inc. 1.01% 57,562 $1.6M
2 SOA Wealth Advisors, LLC. 0.41% 89,438 $2.5M
3 Wealthgarden F.S. LLC 0.39% 24,656 $679K
4 Noble Wealth Management PBC 0.34% 27,275 $751K
5 Winnacle Wealth LLC 0.23% 12,062 $332K
6 Five Pine Wealth Management 0.22% 14,167 $390K
7 Legacy Solutions, LLC 0.20% 8,955 $247K
8 Grantvest Financial Group LLC 0.16% 10,040 $277K
9 1776 Wealth LLC 0.12% 12,339 $340K
10 Ignite Planners, LLC 0.11% 28,744 $792K
11 Benson Wealth Management INC 0.10% 3,533 $97K
12 Diligent Investors, LLC 0.08% 12,350 $340K
13 Fiduciary Financial Advisors 0.07% 24,348 $670K
14 Silver Oak Securities, Incorporated 0.06% 38,055 $1.0M
15 NorthCrest Asset Manangement, LLC 0.04% 63,081 $1.7M
16 DHJJ Financial Advisors, Ltd. 0.04% 5,249 $145K
17 Whipplewood Advisors, LLC 0.04% 1,940 $53K
18 Kintra Wealth, LLC 0.03% 23,539 $666K
19 Integrity Financial Corp /WA 0.03% 2,481 $68K
20 Signature Equity Partners, LLC 0.02% 1,565 $43K
21 Kovack Advisors, Inc. 0.02% 14,417 $397K
22 Modern Wealth Management, LLC 0.02% 52,764 $1.5M
23 Ameritas Investment Partners, Inc. 0.02% 21,683 $597K
24 Pinnacle Wealth Planning Services, Inc. 0.01% 5,700 $157K
25 Harbour Investments, INC. 0.01% 29,474 $812K
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 (YSEP)

What does the Smart Money Trend signal show for YSEP?

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

Heavy selling pressure — only 24% buying: Last quarter: 38 funds sold vs only 12 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 YSEP holders?

Smaller funds dominant — 7% AUM from top-100: 3 of 61 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YSEP?

Mixed — 31% long-term, 34% new: Of the 61 current holders: 19 (31%) held >2 years, 21 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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