Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (LDSF)

56 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — LDSF

Based on 56 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LDSF 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
56 funds currently hold this stock — 86% of the 3.0-year high of 65 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

27 buying24 selling
Last quarter: 27 funds bought or added vs 24 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 LDSF position: 8 → 7 → 5 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 25% medium ■ 16% new
33 out of 56 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.
📈

Growing discovery — still being found

2 → 8 → 7 → 5 → 12 new funds/Q
New funds entering each quarter: 8 → 7 → 5 → 12. A growing number of institutions are discovering LDSF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 21% newcomers

■ 61% veterans ■ 18% 1-2yr ■ 21% new
Entry-cohort mix of 56 holders: 34 (61%) are 2+ year veterans, 10 entered 1–2 years ago, and 12 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
6 of 56 holders are among the 100 largest funds by AUM, controlling 55% 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.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — LDSF

In 2026 Q2, 27 hedge funds were net buyers of LDSF (12 opened a new position, 15 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 55% of total institutional value in LDSF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 56.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: LDSF
56 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 56 52 7.69%
13F Shares 6M 6M 0.57%
Total Value $121M $120M 0.88%
New Positions 12 5 +7
Increased Positions 15 18 -3
Closed Positions 8 8 -
Reduced Positions 16 15 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDSF

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Institutional Holders (2026 Q2)

56 + investors

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

QUARTER:
Top 25 LDSF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Barrett & Company, INC. 0.22% 40,769 $771K
2 Proactive Wealth Strategies LLC 0.21% 70,470 $1.3M
3 Capital Asset Advisory Services LLC 0.17% 255,610 $4.8M
4 StoneX Group Inc. 0.11% 143,230 $2.7M
5 Silver Oak Securities, Incorporated 0.08% 69,871 $1.3M
6 Axxcess Wealth Management, LLC 0.08% 255,610 $4.8M
7 Arax Advisory Partners 0.07% 532,477 $10.1M
8 Crusonia Wealth Advisors LLC 0.03% 10,870 $205K
9 Prospera Financial Services Inc 0.02% 77,559 $1.5M
10 XML Financial, LLC 0.02% 14,989 $283K
11 International Assets Investment Management, LLC 0.02% 17,850 $337K
12 Sanctuary Advisors, LLC 0.02% 218,357 $4.1M
13 Sigma Planning Corp 0.02% 32,208 $609K
14 Kovack Advisors, Inc. 0.01% 14,532 $275K
15 Tidemark, LLC 0.01% 2,922 $55K
16 RFG Advisory, LLC 0.01% 38,338 $725K
17 Nicolet Bankshares Inc 0.01% 17,203 $325K
18 Mutual Advisors, LLC 0.01% 28,788 $544K
19 D.A. Davidson & CO. 0.01% 85,469 $1.6M
20 Ameritas Advisory Services, LLC 0.01% 23,261 $440K
21 Mml Investors Services, LLC 0.01% 209,890 $4.0M
22 LPL Financial LLC 0.01% 1,656,476 $31.3M
23 Kestra Advisory Services, LLC 0.01% 94,555 $1.8M
24 Geneos Wealth Management Inc. 0.01% 14,820 $280K
25 Royal Bank of Canada 0.00% 1,712,754 $32.4M
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?

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

Slight buying edge — 53% buying: Last quarter: 27 funds bought or added vs 24 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 LDSF holders?

Elite ownership — 55% AUM from top-100 funds: 6 of 56 holders are among the 100 largest funds by AUM, controlling 55% 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?

59% of holders stayed for 2+ years: 33 out of 56 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.

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