Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchange-Traded Fd (EDOW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — EDOW

Based on 79 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EDOW 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
79 hedge funds hold EDOW 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 — +23% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+23% 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.
🟠

More sellers than buyers — 47% buying

34 buying39 selling
Last quarter: 39 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 16 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 16% medium 22% new
49 out of 79 hedge funds have held EDOW 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

9 → 10 → 9 → 16 → 11 new funds/Q
New funds entering each quarter: 10 → 9 → 16 → 11. A growing number of institutions are discovering EDOW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 27% newcomers

63% veterans 10% 1-2yr 27% new
Entry-cohort mix of 79 holders: 50 (63%) are 2+ year veterans, 8 entered 1–2 years ago, and 21 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
14 of 79 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in EDOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — EDOW

In 2026 Q2, 34 hedge funds were net buyers of EDOW (11 opened a new position, 23 added to an existing one), while 39 reduced or exited (27 trimmed, 12 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in EDOW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 79.

Hedge Fund Ownership: EDOW

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

Market Analysis: EDOW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDOW

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: EDOW
78 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 78 80 -2.5%
13F Shares 5M 6M -5.11%
Total Value $236M $223M 5.8%
New Positions 10 16 -6
Increased Positions 23 34 -11
Closed Positions 12 7 +5
Reduced Positions 27 16 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDOW

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Institutional Holders (2026 Q2)

78 + investors

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

QUARTER:
Top 25 EDOW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kirkwood Financial Services 1.76% 140,147 $6.2M
2 Regatta Research & Money Management 1.07% 25,719 $1.1M
3 Ignite Planners, LLC 0.57% 94,330 $4.2M
4 Modern Wealth Management, LLC 0.34% 648,710 $28.6M
5 Vestmark Advisory Solutions, Inc. 0.24% 569,810 $25.1M
6 TCFG Investment Advisors, LLC 0.23% 15,804 $697K
7 Harvest Investment Services, LLC 0.21% 31,353 $1.4M
8 Guardian Wealth Advisors, LLC / Nc 0.21% 84,278 $3.7M
9 Camelot Portfolios, LLC 0.19% 6,081 $268K
10 Gratus Wealth Advisors, LLC 0.15% 25,955 $1.1M
11 Kovack Advisors, Inc. 0.14% 65,057 $2.9M
12 Wealth Effects LLC 0.08% 6,422 $283K
13 Wealthcare Advisory Partners LLC 0.06% 77,225 $3.4M
14 Ameriflex Group, INC. 0.06% 3,450 $152K
15 POM Investment Strategies, LLC 0.06% 1,206 $53K
16 Gateway Wealth Partners, LLC 0.06% 21,996 $970K
17 Proactive Wealth Strategies LLC 0.06% 7,827 $345K
18 Beck Capital Management, LLC 0.05% 6,406 $282K
19 Ameritas Advisory Services, LLC 0.04% 43,551 $1.9M
20 Atlas Wealth LLC 0.03% 5,419 $239K
21 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% 5,005 $221K
22 REAP Financial Group, LLC 0.02% 2,729 $120K
23 International Assets Investment Management, LLC 0.02% 6,493 $288K
24 Glassman Wealth Services 0.02% 3,159 $139K
25 Commonwealth Equity Services, LLC 0.01% 244,102 $10.8M
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 Exchange-Traded Fd (EDOW)

What does the Smart Money Trend signal show for EDOW?

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

More sellers than buyers — 47% buying: Last quarter: 39 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EDOW holders?

Elite ownership — 50% AUM from top-100 funds: 14 of 79 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in EDOW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EDOW?

62% of holders stayed for 2+ years: 49 out of 79 hedge funds have held EDOW 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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