Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (OCTM)

37 + Investors. Track Smart Money conviction in OCTM. 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
40%

Smart Money Signals — OCTM

Based on 37 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 OCTM 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 — 88% of 2.0Y peak

88% of all-time peak
37 funds currently hold this stock — 88% of the 2.0-year high of 42 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 40% buying

10 buying15 selling
Last quarter: 15 funds reduced or exited vs 10 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 15 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 0% conviction (2yr+) ■ 68% medium ■ 32% new
Only 0 funds (0%) 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.
⚠️

Saturation — most institutions already know this story

5 → 5 → 15 → 2 → 5 new funds/Q
New funds entering each quarter: 5 → 15 → 2 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 46% new entrants

■ 0% veterans ■ 54% 1-2yr ■ 46% new
Of 37 current holders: 0 (0%) held 2+ years, 20 held 1–2 years, 17 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 37 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — OCTM

In 2026 Q2, 10 hedge funds were net buyers of OCTM (5 opened a new position, 5 added to an existing one), while 15 reduced or exited (11 trimmed, 4 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: OCTM

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

Market Analysis: OCTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCTM

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: OCTM
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 36 2.78%
13F Shares 533K 531K 0.34%
Total Value $17M $15M 9.0%
New Positions 5 2 +3
Increased Positions 5 5 -
Closed Positions 4 8 -4
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OCTM

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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 Q2)

37 + investors

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

QUARTER:
Top 25 OCTM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capasso Planning Partners LLC 0.39% 23,318 $783K
2 FWG Investments, LLC. 0.37% 20,569 $691K
3 Wealthgarden F.S. LLC 0.18% 9,465 $318K
4 BostonPremier Wealth LLC 0.18% 12,508 $420K
5 Madrona Financial Services, LLC 0.11% 18,531 $623K
6 LVZ, Inc. 0.10% 29,688 $998K
7 Maia Wealth LLC 0.09% 18,202 $612K
8 Beacon Financial Advisory LLC 0.09% 13,570 $456K
9 Financial Network Wealth Advisors LLC 0.08% 2,249 $76K
10 Integrity Financial Corp /WA 0.07% 4,449 $149K
11 Evolution Wealth Management INC. 0.07% 3,529 $119K
12 Buck Wealth Strategies, LLC 0.06% 18,140 $609K
13 Tounjian Advisory Partners, LLC 0.04% 2,987 $100K
14 Precedent Wealth Partners, LLC 0.04% 7,554 $254K
15 Milestone Asset Management, LLC 0.03% 6,119 $206K
16 Harbour Investments, INC. 0.02% 42,783 $1.4M
17 Apollon Wealth Management, LLC 0.01% 32,362 $1.1M
18 Old Mission Capital LLC 0.01% 23,142 $778K
19 Americana Partners, LLC 0.01% 15,760 $530K
20 Mgo One Seven LLC 0.01% 15,417 $518K
21 Gallagher Fiduciary Advisors, LLC 0.01% 6,933 $233K
22 Ameritas Advisory Services, LLC 0.01% 11,150 $375K
23 Geneos Wealth Management Inc. 0.01% 10,600 $356K
24 Kestra Advisory Services, LLC 0.01% 54,694 $1.8M
25 Atria Investments, Inc 0.00% 11,548 $388K
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 (OCTM)

What does the Smart Money Trend signal show for OCTM?

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

More sellers than buyers — 40% buying: Last quarter: 15 funds reduced or exited vs 10 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 OCTM holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 37 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OCTM?

Mostly new holders — 32% entered in last year: Only 0 funds (0%) 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.

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