Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (FDEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — FDEC

Based on 138 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FDEC 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
138 hedge funds hold FDEC 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 — +8% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

75 buying53 selling
Last quarter: 75 funds bought or added vs 53 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.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 10 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 34% medium ■ 17% new
68 out of 138 hedge funds have held FDEC 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 — ~18 new funds/quarter

29 → 21 → 10 → 16 → 18 new funds/Q
New funds entering each quarter: 21 → 10 → 16 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 24% 1-2yr ■ 31% new
Of 138 current holders: 62 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
7 of 138 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — FDEC

In 2025 Q4, 75 hedge funds were net buyers of FDEC (18 opened a new position, 57 added to an existing one), while 53 reduced or exited (39 trimmed, 14 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 138.

Hedge Fund Ownership: FDEC

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

Market Analysis: FDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDEC

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: FDEC
2026 Q1 Stats Unlock in 8 days 138 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 138 134 2.99%
13F Shares 7M 6M 4.42%
Total Value $336M $310M 8.47%
New Positions 18 16 +2
Increased Positions 57 23 +34
Closed Positions 14 16 -2
Reduced Positions 39 65 -26
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FDEC

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Institutional Holders (2026 Q1)

138 + investors

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

Top 25 institutional holders of FDEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Griffith & Werner, Inc. 11.98% 486,440 $24.2M
2 BAM Wealth Management, LLC 3.37% 90,718 $4.5M
3 FWG Investments, LLC. 1.12% 35,431 $1.8M
4 NovaPoint Capital, LLC 1.01% 80,750 $4.0M
5 REAP Financial Group, LLC 0.80% 81,572 $4.1M
6 Grantvest Financial Group LLC 0.65% 20,195 $1.0M
7 1776 Wealth LLC 0.63% 31,969 $1.6M
8 Faithward Advisors, LLC 0.61% 85,610 $4.3M
9 Catalina Capital Group, LLC 0.56% 19,061 $948K
10 Tanglewood Legacy Advisors, LLC 0.52% 28,958 $1.4M
11 NOVEM GROUP 0.46% 80,895 $4.0M
12 COMPASS CAPITAL CORP /MA/ /ADV 0.45% 23,227 $1.2M
13 LEGACY SOLUTIONS, LLC 0.38% 8,145 $405K
14 ARBOR CAPITAL MANAGEMENT INC /ADV 0.37% 9,073 $459K
15 Ignite Planners, LLC 0.34% 44,590 $2.2M
16 Nicholson Wealth Management Group, LLC 0.31% 10,609 $527K
17 Valtinson Bruner Financial Planning LLC 0.30% 21,783 $1.1M
18 DHJJ Financial Advisors, Ltd. 0.26% 16,034 $797K
19 TFB Advisors LLC 0.22% 8,378 $417K
20 Share Andrew L. 0.18% 7,650 $380K
21 Chris Bulman Inc 0.16% 7,509 $373K
22 WORLD EQUITY GROUP, INC. 0.15% 11,932 $593K
23 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.13% 18,858 $938K
24 SWMG, LLC 0.12% 8,188 $407K
25 McKinley Carter Wealth Services, Inc. 0.10% 34,931 $1.7M
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 (FDEC)

What does the Smart Money Trend signal show for FDEC?

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

Slight buying edge — 59% buying: Last quarter: 75 funds bought or added vs 53 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 FDEC holders?

Smaller funds dominant — 12% AUM from top-100: 7 of 138 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FDEC?

49% of holders stayed for 2+ years: 68 out of 138 hedge funds have held FDEC 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.