Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DSEP)

109 + Investors. Track Smart Money conviction in DSEP. 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
32%

Smart Money Signals — DSEP

Based on 112 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DSEP 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
112 hedge funds hold DSEP 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 — +18% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 32% buying

29 buying63 selling
Last quarter: 63 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 (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 15 → 25 → 13. 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.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 31% medium ■ 29% new
45 out of 112 hedge funds have held DSEP 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.
📈

Growing discovery — still being found

12 → 5 → 15 → 25 → 13 new funds/Q
New funds entering each quarter: 5 → 15 → 25 → 13. A growing number of institutions are discovering DSEP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 41% veterans vs 35% newcomers

■ 41% veterans ■ 24% 1-2yr ■ 35% new
Entry-cohort mix of 112 holders: 46 (41%) are 2+ year veterans, 27 entered 1–2 years ago, and 39 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
6 of 112 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — DSEP

In 2026 Q1, 29 hedge funds were net buyers of DSEP (13 opened a new position, 16 added to an existing one), while 63 reduced or exited (52 trimmed, 11 sold completely) — a 32% 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: 112.

Hedge Fund Ownership: DSEP

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

Market Analysis: DSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSEP

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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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: DSEP
2026 Q2 Stats Unlock in 2 days 109 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 109 110 -0.91%
13F Shares 3M 3M -5.79%
Total Value $133M $152M -12.1%
New Positions 13 25 -12
Increased Positions 16 27 -11
Closed Positions 14 11 +3
Reduced Positions 51 35 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DSEP

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Institutional Holders (2026 Q2)

109 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DSEP. 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 DSEP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winnacle Wealth LLC 3.55% 109,924 $5.2M
2 Spectrum Asset Management, Inc. (NB/CA) 3.35% 254,816 $12.1M
3 REAP Financial Group, LLC 1.81% 222,958 $10.6M
4 Hardworking Capital Advisors, LLC 1.64% 42,426 $2.0M
5 LifeWealth Investments, LLC 0.71% 55,849 $2.6M
6 Tounjian Advisory Partners, LLC 0.51% 24,897 $1.2M
7 Nova Wealth Management, Inc. 0.45% 17,244 $818K
8 Maia Wealth LLC 0.44% 62,732 $3.0M
9 Legacy Solutions, LLC 0.43% 11,089 $526K
10 Integrity Financial Corp /WA 0.42% 18,461 $876K
11 Arbor Capital Management Inc /Adv 0.29% 6,191 $293K
12 Schwallier Wealth Management LLC 0.25% 8,377 $397K
13 DWM Financial Group, Inc. 0.25% 6,268 $281K
14 Ignite Planners, LLC 0.25% 38,301 $1.8M
15 Advyzon Investment Management, LLC 0.25% 71,876 $3.4M
16 Cascade Investment Group, INC. 0.24% 8,988 $426K
17 Founders Financial Securities LLC 0.20% 82,148 $3.9M
18 Mission Financial Group, LLC 0.19% 4,778 $227K
19 Evolution Wealth Management INC. 0.18% 6,340 $301K
20 Financial Guidance Group, Inc. 0.18% 9,900 $470K
21 Grantvest Financial Group LLC 0.12% 4,372 $207K
22 Accel Wealth Management 0.12% 11,118 $527K
23 Precedent Wealth Partners, LLC 0.12% 14,814 $703K
24 Wealth Group Ltd 0.10% 10,954 $520K
25 TCFG Investment Advisors, LLC 0.09% 5,878 $279K
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 (DSEP)

What does the Smart Money Trend signal show for DSEP?

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

Heavy selling pressure — only 32% buying: Last quarter: 63 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 DSEP holders?

Smaller funds dominant — 13% AUM from top-100: 6 of 112 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DSEP?

40% of holders stayed for 2+ years: 45 out of 112 hedge funds have held DSEP 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.

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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