Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (GDEC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — GDEC

Based on 103 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 GDEC 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
103 hedge funds hold GDEC 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 — +21% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+21% 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 buyers than sellers — 70% buying

63 buying27 selling
Last quarter: 63 funds were net buyers (37 opened a brand new position + 26 added to an existing one). Only 27 were sellers (18 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new GDEC position: 16 → 14 → 4 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 35% entered in last year

■ 15% conviction (2yr+) ■ 50% medium ■ 35% new
Only 15 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

45 → 16 → 14 → 4 → 37 new funds/Q
New funds entering each quarter: 16 → 14 → 4 → 37. A growing number of institutions are discovering GDEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 62% of holders entered in last year

■ 1% veterans ■ 37% 1-2yr ■ 62% new
Of 103 current holders: 64 (62%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
6 of 103 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.
3.9
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.

Hedge Fund Ownership: GDEC

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

Market Analysis: GDEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDEC

-- --

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: GDEC
2026 Q1 Stats Unlock in 11 days 103 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 103 75 37.33%
13F Shares 6M 4M 66.24%
Total Value $229M $133M 71.63%
New Positions 37 4 +33
Increased Positions 26 10 +16
Closed Positions 9 23 -14
Reduced Positions 18 39 -21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GDEC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

103 + investors

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

Top 25 institutional holders of GDEC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NEW WAVE WEALTH ADVISORS LLC 2.78% 216,522 $8.0M
2 Archer Investment Corp 2.67% 337,909 $12.5M
3 HOLLENCREST CAPITAL MANAGEMENT 1.53% 1,114,350 $41.3M
4 Tanglewood Legacy Advisors, LLC 0.57% 42,501 $1.6M
5 Catalina Capital Group, LLC 0.34% 15,504 $574K
6 REICON WEALTH ADVISORS, LLC 0.26% 9,194 $340K
7 SUMMIT WEALTH GROUP LLC / CO 0.21% 54,449 $2.0M
8 Sequent Planning LLC 0.15% 16,920 $626K
9 UPTICK PARTNERS, LLC 0.14% 19,023 $704K
10 Chris Bulman Inc 0.12% 7,432 $275K
11 Madrona Financial Services, LLC 0.12% 14,515 $537K
12 DHJJ Financial Advisors, Ltd. 0.11% 8,999 $333K
13 FOUNDERS FINANCIAL SECURITIES LLC 0.11% 46,410 $1.8M
14 EVOLUTION WEALTH MANAGEMENT INC. 0.10% 3,790 $140K
15 Quad-Cities Investment Group, LLC 0.09% 6,208 $230K
16 Bouchey Financial Group Ltd 0.08% 28,527 $1.1M
17 Diligent Investors, LLC 0.07% 7,500 $278K
18 HBW ADVISORY SERVICES LLC 0.07% 17,363 $643K
19 LVZ, Inc. 0.06% 14,608 $541K
20 Strategic Blueprint, LLC 0.04% 17,771 $658K
21 Lifeworks Advisors, LLC 0.04% 7,834 $290K
22 NorthCrest Asset Manangement, LLC 0.04% 31,887 $1.2M
23 Noble Wealth Management PBC 0.04% 1,900 $70K
24 Avidian Wealth Enterprises, LLC 0.03% 26,051 $964K
25 Signal Advisors Wealth, LLC 0.02% 8,067 $299K
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 (GDEC)

What does the Smart Money Trend signal show for GDEC?

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

More buyers than sellers — 70% buying: Last quarter: 63 funds were net buyers (37 opened a brand new position + 26 added to an existing one). Only 27 were sellers (18 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GDEC holders?

Smaller funds dominant — 12% AUM from top-100: 6 of 103 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 GDEC?

Mostly new holders — 35% entered in last year: Only 15 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.