FDN Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (FDN) following the 2026 Q2 hedge fund 13F filings?

As of today, FDN 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), FDN gained +10.1% vs +4.0% 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.

First Tr Exchange-Traded Fd (FDN)

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

Smart Money Signals — FDN

Based on 552 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 FDN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 93% of 3.0Y peak

93% of all-time peak

552 funds currently hold this stock — 93% of the 3.0-year high of 594 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding FDN is almost the same as a year ago (+6 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🔴

Heavy selling pressure — only 35% buying

170 buying313 selling

Last quarter: 313 funds sold vs only 170 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-35 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 89 → 40 → 88 → 53. 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.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new

364 out of 552 hedge funds have held FDN 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 — ~53 new funds/quarter

58 → 89 → 40 → 88 → 53 new funds/Q

New funds entering each quarter: 89 → 40 → 88 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 66% veterans vs 19% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 19% new

Entry-cohort mix of 557 holders: 368 (66%) are 2+ year veterans, 83 entered 1–2 years ago, and 106 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

30 of 550 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FDN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	547	593	-7.76%
13F Shares	11M	15M	-27.62%
Total Value	$2.40B	$3.71B	-35.11%
New Positions	52	88	-36
Increased Positions	114	125	-11
Closed Positions	98	57	+41
Reduced Positions	217	206	+11
Total Calls	4	4	-
Total Puts	3	3	-
PUT/CALL Ratio	0.75	0.75	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

547

593

-7.76%

13F Shares

11M

15M

-27.62%

Total Value

$2.40B

$3.71B

-35.11%

New Positions

-36

Increased Positions

114

125

-11

Closed Positions

+41

Reduced Positions

217

206

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.75

Neutral

Institutional Holders (2026 Q2)

547 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FDN. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FDN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Plus Group Wealth Advisors LLC	5.57%	22,379	$5.9M
2	Warner Group LLC	4.84%	74,248	$19.7M
3	MeadowBrook Investment Advisors LLC	4.17%	19,874	$5.3M
4	Pacific Sun Financial Corp	3.07%	28,083	$7.4M
5	SFI Advisors, LLC	2.96%	12,950	$3.4M
6	Holistic Financial Partners	2.64%	16,325	$4.3M
7	Somerset Group LLC	2.14%	11,040	$3.0M
8	Wealth Management Partners, LLC	1.97%	31,647	$8.4M
9	Somerset Trust Co	1.70%	22,645	$6.0M
10	Plotkin Financial Advisors, LLC	1.68%	15,320	$4.1M
11	Earned Wealth Advisors, LLC	1.49%	87,118	$23.1M
12	Tamar Securities, LLC	1.46%	59,144	$15.7M
13	Southland Equity Partners LLC	1.46%	31,421	$8.3M
14	Novak & Powell Financial Services, Inc.	1.32%	10,546	$2.8M
15	Midwest Financial Network, LLC	1.30%	7,195	$1.9M
16	Paragon Private Wealth Management, LLC	1.20%	17,414	$4.6M
17	Vaquero Private Wealth, Ltd	1.17%	21,514	$5.7M
18	Guerra Pan Advisors, LLC	1.12%	7,600	$2.0M
19	Antonelli Financial Advisors, LLC	1.08%	5,961	$1.6M
20	Proactive Wealth Strategies LLC	1.05%	24,640	$6.5M
21	HFG Advisors, Inc.	0.92%	5,567	$1.5M
22	SeaCrest Wealth Management, LLC	0.89%	30,334	$8.0M
23	TradeWell Securities, LLC.	0.83%	8,739	$2.3M
24	Northbridge Financial Group, LLC	0.73%	7,215	$1.9M
25	Beaumont Financial Advisors, LLC	0.73%	43,410	$11.5M

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 (FDN)

What does the Smart Money Trend signal show for FDN?

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

Heavy selling pressure — only 35% buying: Last quarter: 313 funds sold vs only 170 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 FDN holders?

Elite ownership — 61% AUM from top-100 funds: 30 of 550 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in FDN. 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 FDN?

66% of holders stayed for 2+ years: 364 out of 552 hedge funds have held FDN 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 Exchange-Traded Fd (FDN) following the 2026 Q2 hedge fund 13F filings?

As of today, FDN 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), FDN has gained +10.1% vs +4.0% 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.

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First Tr Exchange-Traded Fd (FDN)

Smart Money Signals — FDN

Selling streak — 1 quarter in a row

High ownership — 93% of 3.0Y peak

Stable — ownership unchanged year-over-year

Heavy selling pressure — only 35% buying

Fewer new buyers each quarter (-35 vs last Q)

66% of holders stayed for 2+ years

Steady discovery — ~53 new funds/quarter

Veteran-anchored — 66% veterans vs 19% newcomers

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — FDN

Hedge Fund Ownership: FDN

Market Analysis: FDN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FDN

Is It Too Late to Buy First Tr Exchange-Traded Fd (FDN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: FDN

Statistics: FDN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (FDN)

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