Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHANGE-TRADED FD (TDVI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
5Q ▲
Buyers last Q
75%

Smart Money Signals — TDVI

Based on 60 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TDVI 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
60 hedge funds hold TDVI right now — the highest count in 2.5 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 — +253% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+253% 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 — 75% buying

45 buying15 selling
Last quarter: 45 funds were net buyers (20 opened a brand new position + 25 added to an existing one). Only 15 were sellers (11 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new TDVI position: 12 → 12 → 14 → 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 — 65% entered in last year

■ 3% conviction (2yr+) ■ 32% medium ■ 65% new
Only 2 funds (3%) 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.
📈

Growing discovery — still being found

6 → 12 → 12 → 14 → 20 new funds/Q
New funds entering each quarter: 12 → 12 → 14 → 20. A growing number of institutions are discovering TDVI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 77% of holders entered in last year

■ 2% veterans ■ 22% 1-2yr ■ 77% new
Of 60 current holders: 46 (77%) entered in the past year, only 1 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
3 of 60 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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.

Institutional Sentiment Summary — TDVI

In 2025 Q4, 45 hedge funds were net buyers of TDVI (20 opened a new position, 25 added to an existing one), while 15 reduced or exited (11 trimmed, 4 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in TDVI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 60.

Hedge Fund Ownership: TDVI

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

Market Analysis: TDVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TDVI

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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.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: TDVI
2026 Q1 Stats Unlock in 5 days 60 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 44 36.36%
13F Shares 5M 3M 54.69%
Total Value $129M $87M 48.58%
New Positions 20 14 +6
Increased Positions 25 20 +5
Closed Positions 4 5 -1
Reduced Positions 11 6 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TDVI

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Institutional Holders (2026 Q1)

60 + investors

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

Top 25 institutional holders of TDVI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SOUTHERN CAPITAL SERVICES INC /ADV 9.55% 559,518 $14.9M
2 Luken Investment Analytics, LLC 8.24% 810,557 $21.5M
3 Sequent Planning LLC 0.58% 90,157 $2.4M
4 RiverTree Advisors, LLC 0.52% 31,121 $827K
5 Advisory Advocates, LLC 0.35% 12,530 $348K
6 Mission Financial Group, LLC 0.27% 10,816 $287K
7 Core Wealth Partners LLC 0.22% 18,109 $481K
8 Benson Wealth Management INC 0.20% 5,392 $143K
9 Owen LaRue, LLC 0.17% 16,665 $443K
10 INDEPENDENT FINANCIAL GROUP, LLC 0.16% 200,108 $5.3M
11 GREENBERG FINANCIAL GROUP 0.15% 13,565 $360K
12 AFT, FORSYTH & COMPANY, INC. 0.14% 11,584 $308K
13 Accel Wealth Management 0.11% 15,320 $407K
14 G&S Capital LLC 0.11% 11,297 $300K
15 ENDEAVOR PRIVATE WEALTH, INC. 0.09% 12,158 $323K
16 Intrua Financial, LLC 0.08% 28,844 $766K
17 Capital Investment Advisory Services, LLC 0.08% 38,812 $1.0M
18 Gladstone Institutional Advisory LLC 0.07% 67,099 $1.8M
19 CALTON & ASSOCIATES, INC. 0.05% 14,302 $380K
20 Uniting Wealth Partners, LLC 0.04% 7,915 $210K
21 Arax Advisory Partners 0.04% 57,586 $1.5M
22 Balboa Wealth Partners 0.04% 8,383 $223K
23 Faithward Advisors, LLC 0.03% 9,065 $241K
24 Patriot Financial Group Insurance Agency, LLC 0.03% 17,130 $455K
25 SILVER OAK SECURITIES, INCORPORATED 0.02% 9,619 $255K
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 (TDVI)

What does the Smart Money Trend signal show for TDVI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TDVI 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 TDVI?

More buyers than sellers — 75% buying: Last quarter: 45 funds were net buyers (20 opened a brand new position + 25 added to an existing one). Only 15 were sellers (11 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDVI holders?

Strong quality — 21% AUM from major funds: 3 of 60 holders rank in the top 100 by AUM, accounting for 21% 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 TDVI?

Mostly new holders — 65% entered in last year: Only 2 funds (3%) 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.