Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (GJUL)

125 + Investors. Track Smart Money conviction in GJUL. 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
29%

Smart Money Signals — GJUL

Based on 126 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 GJUL 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 — 93% of 3.0Y peak

93% of all-time peak
126 funds currently hold this stock — 93% of the 3.0-year high of 136 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+24% 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.
🔴

Heavy selling pressure — only 29% buying

28 buying68 selling
Last quarter: 68 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 20 → 11 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 18% new

■ 34% conviction (2yr+) ■ 48% medium ■ 18% new
Of the 126 current holders: 43 (34%) held >2 years, 60 held 1–2 years, and 23 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

18 → 42 → 20 → 11 → 15 new funds/Q
New funds entering each quarter: 42 → 20 → 11 → 15. GJUL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 37% veterans, 34% new entrants

■ 37% veterans ■ 29% 1-2yr ■ 34% new
Of 126 current holders: 46 (37%) held 2+ years, 37 held 1–2 years, 43 (34%) 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
9 of 126 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — GJUL

In 2026 Q2, 28 hedge funds were net buyers of GJUL (15 opened a new position, 13 added to an existing one), while 68 reduced or exited (54 trimmed, 14 sold completely) — a 29% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 126.

Hedge Fund Ownership: GJUL

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

Market Analysis: GJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GJUL

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: GJUL
125 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 125 125 -
13F Shares 4M 5M -19.34%
Total Value $175M $199M -12.45%
New Positions 14 11 +3
Increased Positions 13 12 +1
Closed Positions 14 15 -1
Reduced Positions 54 50 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GJUL

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
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Financial Highlights

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Institutional Holders (2026 Q2)

125 + investors

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

QUARTER:
Top 25 GJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schulz Wealth, LTD. 2.27% 101,095 $4.4M
2 Avantra Family Wealth, Inc. 1.20% 43,372 $1.9M
3 Dagco, INC. 0.85% 106,109 $4.6M
4 Integrity Financial Corp /WA 0.32% 15,304 $666K
5 Diligent Investors, LLC 0.25% 25,993 $1.1M
6 Tanglewood Legacy Advisors, LLC 0.25% 17,783 $773K
7 Alpha Financial Partners LLC 0.25% 10,793 $469K
8 E&G Advisors, LLC 0.23% 27,150 $1.2M
9 Nvest Financial, LLC 0.19% 13,865 $603K
10 Financial Network Wealth Advisors LLC 0.19% 4,250 $185K
11 BFI Wealth Solutions, LLC 0.18% 5,611 $244K
12 Grantvest Financial Group LLC 0.15% 5,884 $256K
13 Ferguson Shapiro LLC 0.15% 11,423 $497K
14 City Holding Co 0.13% 26,775 $1.2M
15 Ergawealth Advisors, Inc. 0.12% 7,369 $320K
16 Fsb Premier Wealth Management, INC. 0.12% 9,851 $428K
17 Keystone Wealth Services, LLC 0.12% 14,788 $643K
18 Founders Financial Securities LLC 0.11% 49,666 $2.2M
19 Uptick Partners, LLC 0.10% 14,614 $636K
20 Keating Financial Advisory Services, Inc. 0.08% 14,780 $643K
21 DHJJ Financial Advisors, Ltd. 0.08% 6,733 $293K
22 Americana Partners, LLC 0.08% 81,884 $3.6M
23 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% 34,000 $1.5M
24 Reicon Wealth Advisors, LLC 0.07% 2,722 $118K
25 Ankerstar Wealth, LLC 0.07% 1,963 $85K
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 (GJUL)

What does the Smart Money Trend signal show for GJUL?

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

Heavy selling pressure — only 29% buying: Last quarter: 68 funds sold vs only 28 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for GJUL holders?

Smaller funds dominant — 12% AUM from top-100: 9 of 126 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 GJUL?

Mixed — 34% long-term, 18% new: Of the 126 current holders: 43 (34%) held >2 years, 60 held 1–2 years, and 23 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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