Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XFEB)

26 + 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
↓ -1
Streak
2Q ▼
Buyers last Q
36%

Smart Money Signals — XFEB

Based on 26 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 87% of 2.8Y peak

87% of all-time peak
26 funds currently hold this stock — 87% of the 2.8-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 — 13% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold XFEB compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 36% buying

8 buying14 selling
Last quarter: 14 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 6 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 31% medium ■ 23% new
12 out of 26 hedge funds have held XFEB 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.
📊

Peak discovery — momentum slowing

2 → 2 → 6 → 2 → 3 new funds/Q
New funds entering each quarter: 2 → 6 → 2 → 3. XFEB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 42% veterans vs 23% newcomers

■ 42% veterans ■ 35% 1-2yr ■ 23% new
Entry-cohort mix of 26 holders: 11 (42%) are 2+ year veterans, 9 entered 1–2 years ago, and 6 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
3 of 26 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 8 hedge funds were net buyers of XFEB (3 opened a new position, 5 added to an existing one), while 14 reduced or exited (10 trimmed, 4 sold completely) — a 36% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 22% of total institutional value in XFEB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 26.

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

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: XFEB
26 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 26 27 -3.7%
13F Shares 549K 645K -14.8%
Total Value $21M $23M -9.51%
New Positions 3 2 +1
Increased Positions 5 13 -8
Closed Positions 4 4 -
Reduced Positions 10 7 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XFEB

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Institutional Holders (2026 Q2)

26 + 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 XFEB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Diligent Investors, LLC 0.58% 69,902 $2.6M
2 LifeWealth Investments, LLC 0.16% 16,147 $604K
3 PFS Partners, LLC 0.11% 7,375 $276K
4 Harvest Investment Services, LLC 0.07% 12,843 $480K
5 Sequent Planning LLC 0.07% 8,260 $309K
6 Uptick Partners, LLC 0.05% 7,854 $294K
7 DHJJ Financial Advisors, Ltd. 0.04% 4,160 $156K
8 Luken Investment Analytics, LLC 0.04% 3,387 $127K
9 Arkadios Wealth Advisors 0.02% 37,659 $1.4M
10 Integrity Financial Corp /WA 0.02% 907 $34K
11 Brookstone Capital Management 0.01% 29,333 $1.1M
12 Harbour Investments, INC. 0.01% 13,633 $510K
13 OneDigital Investment Advisors LLC 0.00% 12,025 $450K
14 Steward Partners Investment Advisory, LLC 0.00% 18,725 $700K
15 IFP Advisors, Inc 0.00% 4,758 $178K
16 Osaic Holdings, INC. 0.00% 67,339 $2.5M
17 Commonwealth Equity Services, LLC 0.00% 56,709 $2.1M
18 Kestra Advisory Services, LLC 0.00% 21,720 $812K
19 LPL Financial LLC 0.00% 108,458 $4.1M
20 Cetera Investment Advisers 0.00% 20,376 $762K
21 Creative Financial Designs Inc /Adv 0.00% 100 $4K
22 Farther Finance Advisors, LLC 0.00% 450 $17K
23 Susquehanna International Group, LLP 0.00% 15,151 $567K
24 Barclays plc 0.00% 5,542 $207K
25 Jpmorgan Chase & Co 0.00% 6,024 $225K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Heavy selling pressure — only 36% buying: Last quarter: 14 funds sold vs only 8 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 XFEB holders?

Strong quality — 22% AUM from major funds: 3 of 26 holders rank in the top 100 by AUM, accounting for 22% 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?

46% of holders stayed for 2+ years: 12 out of 26 hedge funds have held XFEB 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.

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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