Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DOCT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — DOCT

Based on 111 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DOCT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
111 hedge funds hold DOCT 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 — +31% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+31% 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 35% buying

29 buying55 selling
Last quarter: 55 funds sold vs only 29 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 7 → 31 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 31% medium ■ 26% new
48 out of 111 hedge funds have held DOCT 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 — ~9 new funds/quarter

8 → 11 → 7 → 31 → 9 new funds/Q
New funds entering each quarter: 11 → 7 → 31 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 34% newcomers

■ 43% veterans ■ 23% 1-2yr ■ 34% new
Entry-cohort mix of 111 holders: 48 (43%) are 2+ year veterans, 25 entered 1–2 years ago, and 38 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
7 of 111 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — DOCT

In 2026 Q1, 29 hedge funds were net buyers of DOCT (9 opened a new position, 20 added to an existing one), while 55 reduced or exited (45 trimmed, 10 sold completely) — a 35% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 111.

Hedge Fund Ownership: DOCT

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

Market Analysis: DOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DOCT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much DOCT has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 45d ago
DOCT
+2.0%
SPY
+3.9%

DOCT outperformed SPY by -1.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
DOCT
+0.0%
SPY
+0.0%

Since the filing became public, DOCT outperformed SPY by +0.0% .

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 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: DOCT
2026 Q2 Stats Unlock in 5 days 108 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 108 111 -2.7%
13F Shares 4M 4M -5.63%
Total Value $151M $178M -15.29%
New Positions 9 31 -22
Increased Positions 20 36 -16
Closed Positions 12 6 +6
Reduced Positions 42 26 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DOCT

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Short % of Float --

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Institutional Holders (2026 Q2)

108 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DOCT. 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.
Top 25 DOCT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winnacle Wealth LLC 3.48% 109,598 $5.1M
2 Lcnb Corp 1.75% 122,306 $5.7M
3 REAP Financial Group, LLC 1.72% 215,278 $10.0M
4 Castleview Partners, LLC 0.66% 32,290 $1.5M
5 Per Stirling Capital Management, LLC. 0.63% 143,115 $6.7M
6 Foguth Wealth Management, LLC. 0.48% 90,264 $4.2M
7 Evolution Wealth Management INC. 0.44% 15,888 $742K
8 SMART Wealth LLC 0.39% 38,853 $1.8M
9 Integrity Financial Corp /WA 0.39% 17,404 $812K
10 WealthTrust Asset Management, LLC 0.38% 15,163 $708K
11 Tounjian Advisory Partners, LLC 0.36% 17,957 $838K
12 Commonwealth Financial Services, LLC 0.29% 46,400 $2.2M
13 Arbor Capital Management Inc /Adv 0.28% 6,140 $286K
14 Sequent Planning LLC 0.26% 26,314 $1.2M
15 LifeWealth Investments, LLC 0.22% 17,877 $834K
16 Spectrum Asset Management, Inc. (NB/CA) 0.20% 15,460 $722K
17 Founders Financial Securities LLC 0.20% 83,678 $3.9M
18 Oppenheimer & Co Inc 0.20% 400,877 $18.7M
19 Harvest Investment Services, LLC 0.20% 27,438 $1.3M
20 Money Concepts Capital Corp 0.20% 90,348 $4.2M
21 Tanglewood Legacy Advisors, LLC 0.18% 12,246 $572K
22 Ritter Daniher Financial Advisory LLC / DE 0.16% 23,165 $1.1M
23 Madrona Financial Services, LLC 0.15% 17,238 $805K
24 1776 Wealth LLC 0.15% 8,920 $416K
25 Ignite Planners, LLC 0.13% 20,827 $972K
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 (DOCT)

What does the Smart Money Trend signal show for DOCT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DOCT 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 DOCT?

Heavy selling pressure — only 35% buying: Last quarter: 55 funds sold vs only 29 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 DOCT holders?

Smaller funds dominant — 6% AUM from top-100: 7 of 111 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DOCT?

43% of holders stayed for 2+ years: 48 out of 111 hedge funds have held DOCT 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 (DOCT) following the 2026 Q2 hedge fund 13F filings?

As of today, DOCT 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), DOCT has gained +2.0% vs +3.9% 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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