Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (FDM)

92 + Investors. Track Smart Money conviction in FDM. 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
↑ +9
Streak
9Q ▲
Buyers last Q
56%

Smart Money Signals — FDM

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added FDM 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
92 hedge funds hold FDM 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
+22 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.
🟡

Slight buying edge — 56% buying

42 buying33 selling
Last quarter: 42 funds bought or added vs 33 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 FDM position: 9 → 13 → 9 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 20% medium 24% new
52 out of 92 hedge funds have held FDM 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

7 → 9 → 13 → 9 → 16 new funds/Q
New funds entering each quarter: 9 → 13 → 9 → 16. A growing number of institutions are discovering FDM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 28% newcomers

54% veterans 17% 1-2yr 28% new
Entry-cohort mix of 92 holders: 50 (54%) are 2+ year veterans, 16 entered 1–2 years ago, and 26 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
16 of 92 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — FDM

In 2026 Q2, 42 hedge funds were net buyers of FDM (16 opened a new position, 26 added to an existing one), while 33 reduced or exited (26 trimmed, 7 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in FDM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 92.

Hedge Fund Ownership: FDM

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

Market Analysis: FDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDM

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FDM
92 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 92 83 10.84%
13F Shares 2M 2M 2.77%
Total Value $159M $140M 13.72%
New Positions 16 9 +7
Increased Positions 26 25 +1
Closed Positions 7 8 -1
Reduced Positions 26 28 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FDM

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Institutional Holders (2026 Q2)

92 + investors

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

QUARTER:
Top 25 FDM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arkansas Financial Group, INC. 1.97% 162,503 $15.1M
2 Bristlecone Value Partners, LLC 1.09% 14,565 $1.4M
3 Urban Financial Advisory Corp 0.96% 37,366 $3.5M
4 Envision Financial LLC 0.90% 20,984 $2.0M
5 Private Advisory Group LLC 0.69% 137,561 $12.8M
6 E6 Portfolios, LLC 0.69% 9,283 $864K
7 Camelot Portfolios, LLC 0.69% 10,586 $986K
8 Northbridge Financial Group, LLC 0.45% 12,565 $1.2M
9 Kendall Capital Management 0.38% 24,307 $2.3M
10 Chicago Partners Investment Group LLC 0.35% 192,679 $17.4M
11 WESCAP Management Group, Inc. 0.34% 19,536 $1.8M
12 Cogent Strategic Wealth LLC 0.33% 3,713 $346K
13 Pacific Sun Financial Corp 0.31% 8,070 $751K
14 Noble Family Wealth, LLC 0.24% 14,205 $1.3M
15 Allodium Investment Consultants, LLC 0.13% 3,403 $317K
16 Wagner Wealth Management, LLC 0.10% 5,600 $521K
17 Aspect Partners, LLC 0.09% 2,489 $232K
18 Smith, Moore & CO. 0.05% 8,862 $825K
19 Whitaker-Myers Wealth Managers, LTD. 0.05% 3,181 $296K
20 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% 35,391 $3.3M
21 Fifth Third Securities, INC. 0.05% 8,646 $805K
22 SHP Wealth Management 0.05% 7,079 $659K
23 Smithbridge Asset Management Inc/de 0.03% 2,473 $230K
24 Ausdal Financial Partners, Inc. 0.03% 7,707 $718K
25 Gemmer Asset Management LLC 0.03% 4,326 $403K
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 (FDM)

What does the Smart Money Trend signal show for FDM?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added FDM 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 FDM?

Slight buying edge — 56% buying: Last quarter: 42 funds bought or added vs 33 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 FDM holders?

Strong quality — 29% AUM from major funds: 16 of 92 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FDM?

57% of holders stayed for 2+ years: 52 out of 92 hedge funds have held FDM 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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