SFEB Hedge Fund Ownership (Q1 2026)

First Tr Exchng Traded Fd VI (SFEB)

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

Smart Money Signals — SFEB

Based on 53 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added SFEB 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

53 hedge funds hold SFEB 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 — +43% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+43% 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

37 buying15 selling

Last quarter: 37 funds were net buyers (20 opened a brand new position + 17 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new SFEB position: 7 → 5 → 8 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 47% entered in last year

■ 21% conviction (2yr+) ■ 32% medium ■ 47% new

Only 11 funds (21%) 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.

💎

Buying through price weakness — shares +68%, value +49%

Value

+49%

+68%

Last quarter: funds added +68% more shares while total portfolio value only changed +49%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

5 → 7 → 5 → 8 → 20 new funds/Q

New funds entering each quarter: 7 → 5 → 8 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 2% veterans, 47% new entrants

■ 2% veterans ■ 51% 1-2yr ■ 47% new

Of 53 current holders: 1 (2%) held 2+ years, 27 held 1–2 years, 25 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds

5 of 53 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	53	38	39.47%
13F Shares	2M	1M	68.12%
Total Value	$39M	$26M	49.33%
New Positions	20	8	+12
Increased Positions	17	4	+13
Closed Positions	5	4	+1
Reduced Positions	10	16	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

39.47%

13F Shares

68.12%

Total Value

$39M

$26M

49.33%

New Positions

+12

Increased Positions

+13

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

53 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 SFEB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BFI Wealth Solutions, LLC	1.19%	61,374	$1.6M
2	Diligent Investors, LLC	0.61%	103,835	$2.7M
3	Grantvest Financial Group LLC	0.50%	32,842	$862K
4	Maia Wealth LLC	0.38%	97,769	$2.6M
5	Keystone Wealth Services, LLC	0.10%	20,941	$550K
6	Quad-Cities Investment Group, LLC	0.09%	9,488	$249K
7	Harvest Investment Services, LLC	0.08%	20,764	$545K
8	SOA Wealth Advisors, LLC.	0.08%	18,809	$494K
9	Marshall Financial Group, LLC	0.07%	17,050	$447K
10	DHJJ Financial Advisors, Ltd.	0.05%	6,060	$159K
11	Mgo One Seven LLC	0.04%	86,925	$2.3M
12	Crusonia Wealth Advisors LLC	0.04%	8,550	$224K
13	Benson Wealth Management INC	0.04%	1,377	$36K
14	Silver Oak Securities, Incorporated	0.03%	17,329	$455K
15	Fragasso Financial Advisors Inc	0.02%	15,700	$412K
16	Dunhill Financial, LLC	0.02%	2,860	$75K
17	Main Street Financial Solutions, LLC	0.01%	8,450	$201K
18	NorthCrest Asset Manangement, LLC	0.01%	19,355	$507K
19	Noble Wealth Management PBC	0.01%	800	$21K
20	Fiduciary Financial Advisors	0.01%	3,325	$87K
21	Arkadios Wealth Advisors	0.01%	18,628	$489K
22	Harbour Investments, INC.	0.01%	20,148	$529K
23	Kestra Advisory Services, LLC	0.01%	79,410	$2.1M
24	Old Mission Capital LLC	0.01%	14,936	$392K
25	Sigma Planning Corp	0.01%	9,190	$241K

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 (SFEB)

What does the Smart Money Trend signal show for SFEB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SFEB 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 SFEB?

More buyers than sellers — 71% buying: Last quarter: 37 funds were net buyers (20 opened a brand new position + 17 added to an existing one). Only 15 were sellers (10 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SFEB holders?

Smaller funds dominant — 12% AUM from top-100: 5 of 53 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SFEB?

Mostly new holders — 47% entered in last year: Only 11 funds (21%) 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.

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First Tr Exchng Traded Fd VI (SFEB)

Smart Money Signals — SFEB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +43% more funds vs a year ago

More buyers than sellers — 71% buying

More new buyers each quarter (+12 vs last Q)

Mostly new holders — 47% entered in last year

Buying through price weakness — shares +68%, value +49%

Acceleration phase — new buyers rushing in

Mixed cohorts — 2% veterans, 47% new entrants

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — SFEB

Hedge Fund Ownership: SFEB

Market Analysis: SFEB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SFEB

Hedge Fund Positioning: SFEB

Statistics: SFEB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (SFEB)

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