XAPR Hedge Fund Ownership (Q2 2026)

First Tr Exchng Traded Fd VI (XAPR)

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

Smart Money Signals — XAPR

Based on 23 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 XAPR 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 — 82% of 2.2Y peak

82% of all-time peak

23 funds currently hold this stock — 82% of the 2.2-year high of 28 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q

2 fewer hedge funds hold XAPR compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟢

More buyers than sellers — 61% buying

14 buying9 selling

Last quarter: 14 funds were net buyers (5 opened a brand new position + 9 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 6 → 1 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 26% long-term, 35% new

■ 26% conviction (2yr+) ■ 39% medium ■ 35% new

Of the 23 current holders: 6 (26%) held >2 years, 9 held 1–2 years, and 8 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.

⚠️

Saturation — most institutions already know this story

11 → 5 → 6 → 1 → 5 new funds/Q

New funds entering each quarter: 5 → 6 → 1 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

📊

Mixed cohorts — 0% veterans, 43% new entrants

■ 0% veterans ■ 57% 1-2yr ■ 43% new

Of 23 current holders: 0 (0%) held 2+ years, 13 held 1–2 years, 10 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds

2 of 23 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	23	22	4.55%
13F Shares	569K	276K	106.18%
Total Value	$21M	$10M	111.27%
New Positions	5	1	+4
Increased Positions	9	3	+6
Closed Positions	4	7	-3
Reduced Positions	5	11	-6
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

4.55%

13F Shares

569K

276K

106.18%

Total Value

$21M

$10M

111.27%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

23 + investors

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

QUARTER:

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

Top 23 XAPR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sequent Planning LLC	0.21%	26,419	$997K
2	Uptick Partners, LLC	0.09%	16,146	$610K
3	Harbour Investments, INC.	0.06%	115,323	$4.4M
4	PFS Partners, LLC	0.05%	3,015	$114K
5	Advisory Services Network, LLC	0.03%	58,723	$2.2M
6	Integrity Financial Corp /WA	0.02%	987	$37K
7	Blue Bell Private Wealth Management, LLC	0.01%	2,400	$91K
8	Old Mission Capital LLC	0.01%	16,710	$631K
9	DHJJ Financial Advisors, Ltd.	0.01%	810	$31K
10	CreativeOne Wealth, LLC	0.00%	6,054	$229K
11	Osaic Holdings, INC.	0.00%	94,156	$3.6M
12	Farther Finance Advisors, LLC	0.00%	13,483	$509K
13	Kestra Advisory Services, LLC	0.00%	30,673	$1.2M
14	Cetera Investment Advisers	0.00%	68,332	$2.6M
15	Capital Investment Advisory Services, LLC	0.00%	941	$36K
16	Commonwealth Equity Services, LLC	0.00%	32,387	$1.2M
17	Smartleaf Asset Management LLC	0.00%	1,114	$42K
18	Mather Group, LLC.	0.00%	2,570	$97K
19	Lanark Financial, INC.	0.00%	134	$5K
20	Susquehanna International Group, LLP	0.00%	66,866	$2.5M
21	Raymond James Financial Inc	0.00%	6,674	$252K
22	Barclays plc	0.00%	4,664	$176K
23	UBS Group AG	0.00%	324	$12K

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 (XAPR)

What does the Smart Money Trend signal show for XAPR?

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

More buyers than sellers — 61% buying: Last quarter: 14 funds were net buyers (5 opened a brand new position + 9 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XAPR holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 23 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XAPR?

Mixed — 26% long-term, 35% new: Of the 23 current holders: 6 (26%) held >2 years, 9 held 1–2 years, and 8 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.

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First Tr Exchng Traded Fd VI (XAPR)

Smart Money Signals — XAPR

Buying streak — 1 quarter in a row

High ownership — 82% of 2.2Y peak

Outflows — 8% fewer funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~5 new funds per quarter

Mixed — 26% long-term, 35% new

Saturation — most institutions already know this story

Mixed cohorts — 0% veterans, 43% new entrants

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — XAPR

Hedge Fund Ownership: XAPR

Market Analysis: XAPR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XAPR

Hedge Fund Positioning: XAPR

Statistics: XAPR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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