DFEB Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy First Tr Exchng Traded Fd VI (DFEB) following the 2026 Q2 hedge fund 13F filings?

As of today, DFEB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DFEB gained +1.9% vs +4.0% 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.

First Tr Exchng Traded Fd VI (DFEB)

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

Smart Money Signals — DFEB

Based on 142 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added DFEB 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 (97% of max)

97% of all-time peak

142 hedge funds hold DFEB 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.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

64 buying60 selling

Last quarter: 64 funds bought or added vs 60 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.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new DFEB position: 29 → 12 → 16 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 34% medium ■ 21% new

64 out of 142 hedge funds have held DFEB 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 — ~23 new funds/quarter

38 → 29 → 12 → 16 → 23 new funds/Q

New funds entering each quarter: 29 → 12 → 16 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 46% veterans vs 38% newcomers

■ 46% veterans ■ 15% 1-2yr ■ 38% new

Entry-cohort mix of 142 holders: 66 (46%) are 2+ year veterans, 22 entered 1–2 years ago, and 54 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

10 of 142 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.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	139	137	1.46%
13F Shares	4M	3M	21.77%
Total Value	$184M	$160M	15.0%
New Positions	23	16	+7
Increased Positions	41	13	+28
Closed Positions	21	16	+5
Reduced Positions	40	63	-23
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

139

137

1.46%

13F Shares

21.77%

Total Value

$184M

$160M

15.0%

New Positions

Increased Positions

+28

Closed Positions

Reduced Positions

-23

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

139 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DFEB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Spectrum Asset Management, Inc. (NB/CA)	1.96%	139,879	$7.1M
2	Camelot Portfolios, LLC	1.07%	30,414	$1.5M
3	Uptick Partners, LLC	0.95%	121,216	$6.1M
4	LifeWealth Investments, LLC	0.88%	65,247	$3.3M
5	Tanglewood Legacy Advisors, LLC	0.84%	51,607	$2.6M
6	Advance Capital Management, Inc.	0.70%	431,637	$21.8M
7	Integrity Financial Corp /WA	0.58%	24,233	$1.2M
8	Oder Investment Management, LLC	0.57%	16,821	$849K
9	Cascade Investment Group, INC.	0.49%	17,335	$875K
10	Nova Wealth Management, Inc.	0.39%	13,853	$699K
11	Oakmont Advisory Group, LLC	0.37%	8,687	$439K
12	REAP Financial Group, LLC	0.37%	42,693	$2.2M
13	Sun Financial Inc	0.34%	14,183	$728K
14	Beacon Financial Group	0.34%	74,494	$3.8M
15	Precedent Wealth Partners, LLC	0.34%	40,701	$2.1M
16	SMART Wealth LLC	0.33%	30,537	$1.5M
17	Keystone Wealth Services, LLC	0.31%	32,896	$1.7M
18	Castleview Partners, LLC	0.27%	12,222	$617K
19	Lakeridge Wealth Management LLC	0.26%	13,968	$705K
20	Winnacle Wealth LLC	0.22%	6,419	$324K
21	Grantvest Financial Group LLC	0.22%	7,431	$375K
22	Jim Saulnier & Associates, LLC	0.20%	10,014	$506K
23	Luminist Capital LLC	0.20%	3,579	$181K
24	Ignite Planners, LLC	0.20%	29,258	$1.5M
25	Founders Financial Securities LLC	0.20%	78,268	$4.0M

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 (DFEB)

What does the Smart Money Trend signal show for DFEB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DFEB 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 DFEB?

Slight buying edge — 52% buying: Last quarter: 64 funds bought or added vs 60 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 DFEB holders?

Smaller funds dominant — 8% AUM from top-100: 10 of 142 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 DFEB?

45% of holders stayed for 2+ years: 64 out of 142 hedge funds have held DFEB 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.

Is it too late to buy First Tr Exchng Traded Fd VI (DFEB) following the 2026 Q2 hedge fund 13F filings?

As of today, DFEB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DFEB has gained +1.9% vs +4.0% 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.

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First Tr Exchng Traded Fd VI (DFEB)

Smart Money Signals — DFEB

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 52% buying

More new buyers each quarter (+7 vs last Q)

45% of holders stayed for 2+ years

Steady discovery — ~23 new funds/quarter

Veteran-anchored — 46% veterans vs 38% newcomers

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — DFEB

Hedge Fund Ownership: DFEB

Market Analysis: DFEB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFEB

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

Hedge Fund Positioning: DFEB

Statistics: DFEB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (DFEB)

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