Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (LDSF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — LDSF

Based on 53 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LDSF 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 — 83% of 3.0Y peak

83% of all-time peak
53 funds currently hold this stock — 83% of the 3.0-year high of 64 funds (reached 2023 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 LDSF is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

21 buying28 selling
Last quarter: 28 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 1 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 26% medium ■ 9% new
34 out of 53 hedge funds have held LDSF 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 — ~7 new funds/quarter

12 → 5 → 1 → 8 → 7 new funds/Q
New funds entering each quarter: 5 → 1 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 9% 1-2yr ■ 28% new
Of 53 current holders: 33 (62%) 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.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
5 of 53 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in LDSF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Hedge Fund Ownership: LDSF

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

Market Analysis: LDSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LDSF

-- --

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: LDSF
2026 Q1 Stats Unlock in 11 days 53 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 53 54 -1.85%
13F Shares 6M 5M 27.2%
Total Value $111M $87M 27.12%
New Positions 7 8 -1
Increased Positions 14 14 -
Closed Positions 8 3 +5
Reduced Positions 20 21 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDSF

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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)

53 + investors

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

Top 25 institutional holders of LDSF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Proactive Wealth Strategies LLC 0.26% 74,492 $1.4M
2 Capital Asset Advisory Services LLC 0.19% 265,279 $5.1M
3 BARRETT & COMPANY, INC. 0.14% 21,525 $407K
4 SILVER OAK SECURITIES, INCORPORATED 0.09% 62,012 $1.2M
5 Sanctuary Advisors, LLC 0.02% 232,698 $4.4M
6 Prospera Financial Services Inc 0.02% 77,475 $1.5M
7 XML Financial, LLC 0.02% 14,989 $284K
8 Sigma Planning Corp 0.02% 34,525 $653K
9 RFG Advisory, LLC 0.01% 40,821 $772K
10 Tidemark, LLC 0.01% 2,922 $55K
11 Mutual Advisors, LLC 0.01% 28,788 $545K
12 D.A. DAVIDSON & CO. 0.01% 85,556 $1.6M
13 MML INVESTORS SERVICES, LLC 0.01% 164,803 $3.1M
14 LPL Financial LLC 0.01% 1,693,918 $32.0M
15 Geneos Wealth Management Inc. 0.01% 14,820 $280K
16 Apollon Wealth Management, LLC 0.00% 15,000 $284K
17 PRIVATE TRUST CO NA 0.00% 2,448 $46K
18 IFP Advisors, Inc 0.00% 10,443 $198K
19 Private Advisor Group, LLC 0.00% 38,715 $732K
20 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 1,992 $38K
21 Cambridge Investment Research Advisors, Inc. 0.00% 28,670 —
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 20,048 $380K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 27,060 $512K
24 ENVESTNET ASSET MANAGEMENT INC 0.00% 92,991 $1.8M
25 AdvisorNet Financial, Inc 0.00% 410 $8K
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 (LDSF)

What does the Smart Money Trend signal show for LDSF?

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

More sellers than buyers — 43% buying: Last quarter: 28 funds reduced or exited vs 21 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LDSF holders?

Elite ownership — 48% AUM from top-100 funds: 5 of 53 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in LDSF. 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 LDSF?

64% of holders stayed for 2+ years: 34 out of 53 hedge funds have held LDSF 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.