SDVD Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (SDVD) following the 2026 Q2 hedge fund 13F filings?

As of today, SDVD has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -2.8%. Since the quarter end (June 30, 2026), SDVD gained +1.2% vs -0.2% 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.

First Tr Exchange-Traded Fd (SDVD)

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

Smart Money Signals — SDVD

Based on 107 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added SDVD 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

107 hedge funds hold SDVD 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 — +27% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+27% 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 — 71% buying

82 buying33 selling

Last quarter: 82 funds were net buyers (18 opened a brand new position + 64 added to an existing one). Only 33 were sellers (18 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 23 → 18 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 36% entered in last year

■ 23% conviction (2yr+) ■ 41% medium ■ 36% new

Only 25 funds (23%) 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.

➡️

Steady discovery — ~18 new funds/quarter

13 → 13 → 23 → 18 → 18 new funds/Q

New funds entering each quarter: 13 → 23 → 18 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 18% veterans, 46% new entrants

■ 18% veterans ■ 36% 1-2yr ■ 46% new

Of 107 current holders: 19 (18%) held 2+ years, 39 held 1–2 years, 49 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

8 of 107 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	106	104	1.92%
13F Shares	16M	15M	7.35%
Total Value	$360M	$313M	15.04%
New Positions	17	18	-1
Increased Positions	64	58	+6
Closed Positions	15	8	+7
Reduced Positions	18	22	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

106

104

1.92%

13F Shares

16M

15M

7.35%

Total Value

$360M

$313M

15.04%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

106 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SDVD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Luken Investment Analytics, LLC	4.44%	549,594	$12.7M
2	Advisory Advocates, LLC	3.09%	156,166	$3.6M
3	RiverTree Advisors, LLC	2.68%	196,412	$4.5M
4	Elevation Advisory Partners LLC	2.04%	86,046	$2.0M
5	Vima LLC	1.88%	83,358	$1.9M
6	Z3 Capital Partners, LLC	1.69%	349,449	$8.1M
7	Chiron Capital Management, LLC	1.65%	79,663	$1.8M
8	G&S Capital LLC	1.25%	186,523	$4.3M
9	Winnacle Wealth LLC	0.85%	53,962	$1.2M
10	Stonebridge Financial Planning Group, LLC	0.76%	103,280	$2.4M
11	MTM Investment Management, LLC	0.73%	110,960	$2.6M
12	Trueblood Wealth Management, LLC	0.50%	62,256	$1.4M
13	Indivisible Partners	0.43%	329,479	$7.6M
14	Delta Investment Management, LLC	0.39%	102,998	$2.4M
15	1776 Wealth LLC	0.35%	42,871	$990K
16	Van Diest Capital, LLC	0.32%	15,243	$352K
17	Signature Equity Partners, LLC	0.29%	27,353	$632K
18	Creative Financial Designs Inc /Adv	0.28%	252,242	$5.8M
19	Cambridge Advisors Inc.	0.26%	65,918	$1.5M
20	Next Level Private LLC	0.24%	52,221	$1.2M
21	TKG Advisors, LLC	0.23%	28,602	$660K
22	TrueWealth Advisors, LLC	0.19%	36,760	$849K
23	Stephens Inc /Ar/	0.18%	678,876	$15.7M
24	Atlas Wealth LLC	0.17%	51,686	$1.2M
25	Steward Partners Investment Advisory, LLC	0.15%	1,310,382	$30.3M

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 Exchange-Traded Fd (SDVD)

What does the Smart Money Trend signal show for SDVD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SDVD 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 SDVD?

More buyers than sellers — 71% buying: Last quarter: 82 funds were net buyers (18 opened a brand new position + 64 added to an existing one). Only 33 were sellers (18 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDVD holders?

Strong quality — 22% AUM from major funds: 8 of 107 holders rank in the top 100 by AUM, accounting for 22% 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 SDVD?

Mostly new holders — 36% entered in last year: Only 25 funds (23%) 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 Exchange-Traded Fd (SDVD) following the 2026 Q2 hedge fund 13F filings?

As of today, SDVD has moved -2.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -2.8%. Since the quarter end (June 30, 2026), SDVD has gained +1.2% vs -0.2% 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.

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First Tr Exchange-Traded Fd (SDVD)

Smart Money Signals — SDVD

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +27% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~18 new funds per quarter

Mostly new holders — 36% entered in last year

Steady discovery — ~18 new funds/quarter

Mixed cohorts — 18% veterans, 46% new entrants

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — SDVD

Hedge Fund Ownership: SDVD

Market Analysis: SDVD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SDVD

Is It Too Late to Buy First Tr Exchange-Traded Fd (SDVD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SDVD

Statistics: SDVD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (SDVD)

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