Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (ILDR)

84 + Investors. Track Smart Money conviction in ILDR. 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
↑ +5
Streak
8Q ▲
Buyers last Q
63%

Smart Money Signals — ILDR

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added ILDR 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
84 hedge funds hold ILDR 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 — +155% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+155% 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 — 63% buying

52 buying31 selling
Last quarter: 52 funds were net buyers (15 opened a brand new position + 37 added to an existing one). Only 31 were sellers (21 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 25 → 19 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 52% entered in last year

14% conviction (2yr+) 33% medium 52% new
Only 12 funds (14%) 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.
📊

Peak discovery — momentum slowing

12 → 17 → 25 → 19 → 15 new funds/Q
New funds entering each quarter: 17 → 25 → 19 → 15. ILDR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 71% of holders entered in last year

17% veterans 12% 1-2yr 71% new
Of 84 current holders: 60 (71%) entered in the past year, only 14 (17%) 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.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
5 of 84 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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 — ILDR

In 2026 Q1, 52 hedge funds were net buyers of ILDR (15 opened a new position, 37 added to an existing one), while 31 reduced or exited (21 trimmed, 10 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in ILDR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: ILDR

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

Market Analysis: ILDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ILDR

-- --

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

Is It Too Late to Buy FIRST TR EXCHNG TRADED FD VI (ILDR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ILDR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
ILDR
+25.7%
SPY
+11.7%

ILDR outperformed SPY by +14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
ILDR
-0.9%
SPY
-1.7%

Since the filing became public, ILDR outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: ILDR
84 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 84 79 6.33%
13F Shares 6M 5M 11.11%
Total Value $170M $173M -1.74%
New Positions 15 19 -4
Increased Positions 37 36 +1
Closed Positions 10 6 +4
Reduced Positions 21 16 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ILDR

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Institutional Holders (2026 Q1)

84 + investors

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

QUARTER:
Top 25 institutional holders of ILDR — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Merkkuri Wealth Advisors LLC 1.36% 68,805 $2.0M
2 Mach-1 Financial Group, LLC 1.29% 123,511 $3.7M
3 Wealth Watch Advisors, INC 0.92% 73,868 $2.2M
4 Pacific Excel Wealth Advisors, Inc. 0.73% 23,438 $698K
5 Morey & Quinn Wealth Partners, LLC 0.54% 25,652 $764K
6 HBW ADVISORY SERVICES LLC 0.47% 148,261 $4.4M
7 Maia Wealth LLC 0.45% 88,708 $2.6M
8 Macro Advisors, Inc. 0.44% 36,128 $1.1M
9 Patriot Financial Group Insurance Agency, LLC 0.39% 233,684 $7.0M
10 Legacy Wealth Managment, LLC/ID 0.38% 25,860 $770K
11 Maridea Wealth Management LLC 0.33% 77,270 $2.3M
12 Chris Bulman Inc 0.26% 20,038 $597K
13 Proactive Wealth Strategies LLC 0.23% 41,756 $1.2M
14 Garden State Investment Advisory Services LLC 0.21% 32,010 $953K
15 Newman Dignan & Sheerar, Inc. 0.14% 22,500 $670K
16 Prospera Financial Services Inc 0.11% 220,787 $6.6M
17 CREATIVE FINANCIAL DESIGNS INC /ADV 0.10% 56,160 $1.7M
18 Global Assets Advisory, LLC 0.10% 11,420 $340K
19 Golden State Wealth Management, LLC 0.08% 25,955 $773K
20 Triton Wealth Management, PLLC 0.08% 7,344 $224K
21 Atria Investments, Inc 0.08% 240,101 $7.2M
22 Glen Eagle Advisors, LLC 0.07% 17,078 $509K
23 Geneos Wealth Management Inc. 0.06% 90,665 $2.7M
24 U.S. Capital Wealth Advisors, LLC 0.06% 75,860 $2.3M
25 Sigma Planning Corp 0.06% 67,350 $2.0M
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 (ILDR)

What does the Smart Money Trend signal show for ILDR?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added ILDR 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 ILDR?

More buyers than sellers — 63% buying: Last quarter: 52 funds were net buyers (15 opened a brand new position + 37 added to an existing one). Only 31 were sellers (21 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ILDR holders?

Strong quality — 34% AUM from major funds: 5 of 84 holders rank in the top 100 by AUM, accounting for 34% 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 ILDR?

Mostly new holders — 52% entered in last year: Only 12 funds (14%) 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.

Is it too late to buy FIRST TR EXCHNG TRADED FD VI (ILDR) following the 2026 Q1 hedge fund 13F filings?

As of today, ILDR has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), ILDR has gained +25.7% vs +11.7% 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.

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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