Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (XFEB)

27 + Investors. Track Smart Money conviction in XFEB. 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
58%

Smart Money Signals — XFEB

Based on 27 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 XFEB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 2.5Y peak

90% of all-time peak
27 funds currently hold this stock — 90% of the 2.5-year high of 30 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold XFEB compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

15 buying11 selling
Last quarter: 15 funds bought or added vs 11 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.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 2 → 6 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 19% new

■ 30% conviction (2yr+) ■ 52% medium ■ 19% new
Of the 27 current holders: 8 (30%) held >2 years, 14 held 1–2 years, and 5 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.
➡️

Steady discovery — ~2 new funds/quarter

9 → 2 → 2 → 6 → 2 new funds/Q
New funds entering each quarter: 2 → 2 → 6 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 33% new entrants

■ 0% veterans ■ 67% 1-2yr ■ 33% new
Of 27 current holders: 0 (0%) held 2+ years, 18 held 1–2 years, 9 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
4 of 27 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.
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.

Institutional Sentiment Summary — XFEB

In 2026 Q1, 15 hedge funds were net buyers of XFEB (2 opened a new position, 13 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 21% of total institutional value in XFEB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 27.

Hedge Fund Ownership: XFEB

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

Market Analysis: XFEB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XFEB

-- --

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

Is It Too Late to Buy FIRST TR EXCHNG TRADED FD VI (XFEB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XFEB 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 · 59d ago
XFEB
+6.0%
SPY
+16.0%

XFEB outperformed SPY by -10.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 14d ago
XFEB
+0.7%
SPY
+2.1%

Since the filing became public, XFEB outperformed SPY by -1.4% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: XFEB
27 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 27 29 -6.9%
13F Shares 645K 944K -31.75%
Total Value $23M $34M -32.75%
New Positions 2 6 -4
Increased Positions 13 2 +11
Closed Positions 4 3 +1
Reduced Positions 7 13 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XFEB

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

27 + investors

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

QUARTER:
Top 25 institutional holders of XFEB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Diligent Investors, LLC 0.61% 70,359 $2.5M
2 Clear Point Advisors Inc. 0.30% 11,012 $388K
3 LifeWealth Investments, LLC 0.17% 16,147 $568K
4 PFS Partners, LLC 0.12% 7,701 $271K
5 Americana Partners, LLC 0.07% 80,430 $2.8M
6 Sequent Planning LLC 0.06% 7,447 $262K
7 UPTICK PARTNERS, LLC 0.06% 7,854 $277K
8 DHJJ Financial Advisors, Ltd. 0.05% 4,665 $164K
9 Luken Investment Analytics, LLC 0.05% 3,387 $119K
10 Integrity Financial Corp /WA 0.03% 1,431 $50K
11 Arkadios Wealth Advisors 0.02% 37,849 $1.3M
12 Brookstone Capital Management 0.01% 26,771 $942K
13 HARBOUR INVESTMENTS, INC. 0.01% 16,369 $576K
14 IFP Advisors, Inc 0.01% 9,516 $335K
15 Kestra Advisory Services, LLC 0.00% 36,432 $1.3M
16 OneDigital Investment Advisors LLC 0.00% 12,025 $423K
17 Steward Partners Investment Advisory, LLC 0.00% 19,525 $687K
18 OSAIC HOLDINGS, INC. 0.00% 64,896 $2.3M
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 57,895 $2.0M
20 LPL Financial LLC 0.00% 108,458 $3.8M
21 Cetera Investment Advisers 0.00% 16,953 $597K
22 Advisory Services Network, LLC 0.00% 1,178 $41K
23 CX Institutional 0.00% 303 —
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 100 $4K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 8,115 $286K
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 (XFEB)

What does the Smart Money Trend signal show for XFEB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XFEB 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 XFEB?

Slight buying edge — 58% buying: Last quarter: 15 funds bought or added vs 11 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 XFEB holders?

Strong quality — 21% AUM from major funds: 4 of 27 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 XFEB?

Mixed — 30% long-term, 19% new: Of the 27 current holders: 8 (30%) held >2 years, 14 held 1–2 years, and 5 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.

Is it too late to buy FIRST TR EXCHNG TRADED FD VI (XFEB) following the 2026 Q1 hedge fund 13F filings?

As of today, XFEB has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.1% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), XFEB has gained +6.0% vs +16.0% 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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