Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (UCON)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — UCON

Based on 273 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UCON positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
273 hedge funds hold UCON 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UCON is almost the same as a year ago (-4 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

163 buying128 selling
Last quarter: 163 funds bought or added vs 128 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.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 16 → 50 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 29% medium ■ 19% new
143 out of 273 hedge funds have held UCON 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.
🚀

Acceleration phase — new buyers rushing in

38 → 23 → 16 → 50 → 32 new funds/Q
New funds entering each quarter: 23 → 16 → 50 → 32. 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.
🏛️

Veteran-anchored — 55% veterans vs 24% newcomers

■ 55% veterans ■ 21% 1-2yr ■ 24% new
Entry-cohort mix of 273 holders: 151 (55%) are 2+ year veterans, 57 entered 1–2 years ago, and 65 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
15 of 273 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in UCON. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — UCON

In 2026 Q1, 163 hedge funds were net buyers of UCON (32 opened a new position, 131 added to an existing one), while 128 reduced or exited (94 trimmed, 34 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 41% of total institutional value in UCON is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 273.

Hedge Fund Ownership: UCON

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

Market Analysis: UCON

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UCON

-- --

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

Is It Too Late to Buy First Tr Exchng Traded Fd VI (UCON) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UCON has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
UCON
+0.5%
SPY
+14.9%

UCON outperformed SPY by -14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
UCON
+1.1%
SPY
+1.1%

Since the filing became public, UCON outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 13 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: UCON
271 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 271 275 -1.45%
13F Shares 109M 105M 4.5%
Total Value $2.66B $2.64B 0.81%
New Positions 32 50 -18
Increased Positions 131 121 +10
Closed Positions 36 27 +9
Reduced Positions 92 86 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UCON

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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 Q1)

271 + investors

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

QUARTER:
Top 25 UCON holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arch Global Advisors, LLC 8.08% 624,974 $15.5M
2 Appalachian Capital Management Ltd 7.14% 359,962 $8.9M
3 Boyce & Associates Wealth Consulting, Inc. 6.66% 355,244 $8.8M
4 Collaborative Wealth Managment Inc. 6.46% 567,904 $14.1M
5 Park Square Financial Group, LLC 5.43% 28,865 $715K
6 EdgeRock Capital LLC 5.30% 790,536 $19.6M
7 Stonehaven Wealth & Tax Solutions, LLC 5.29% 241,294 $6.0M
8 Wagner Wealth Management, LLC 5.17% 1,033,196 $25.6M
9 Live Oak Investment Partners 5.09% 348,032 $8.6M
10 Capital CS Group, LLC 4.96% 97,311 $2.4M
11 Holistic Financial Partners 4.65% 504,537 $12.5M
12 Etesian Wealth Advisors, Inc. 4.48% 567,078 $14.0M
13 Gaddis Premier Wealth Advisors LLC 4.45% 243,498 $6.0M
14 Navalign, LLC 3.74% 598,694 $14.8M
15 Entruity Wealth, LLC 3.74% 222,447 $5.5M
16 Mach-1 Financial Group, LLC 3.53% 404,701 $10.0M
17 My Portfolio Guide, LLC 3.27% 238,296 $5.9M
18 Darwin Wealth Management, LLC 3.22% 416,747 $10.3M
19 Wagner Wealth Management, Corp 3.17% 142,402 $3.5M
20 Commonwealth Financial Services, LLC 3.00% 765,621 $19.0M
21 Fairway Financial, LLC 2.83% 150,359 $3.7M
22 Prasad Wealth Partners, LLC 2.69% 398,932 $9.9M
23 Nova Wealth Management, Inc. 2.59% 160,823 $4.0M
24 Walkner Condon Financial Advisors LLC 2.42% 740,026 $18.3M
25 Bensler, LLC 2.16% 845,423 $20.9M
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 (UCON)

What does the Smart Money Trend signal show for UCON?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UCON positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UCON?

Slight buying edge — 56% buying: Last quarter: 163 funds bought or added vs 128 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 UCON holders?

Elite ownership — 41% AUM from top-100 funds: 15 of 273 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in UCON. 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 UCON?

52% of holders stayed for 2+ years: 143 out of 273 hedge funds have held UCON 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.

Is it too late to buy First Tr Exchng Traded Fd VI (UCON) following the 2026 Q1 hedge fund 13F filings?

As of today, UCON has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), UCON has gained +0.5% vs +14.9% 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.

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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