Stock Analysis
Data Source: SEC EDGAR 13F
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First Tr Exchng Traded Fd VI (XJUL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
46%

Smart Money Signals — XJUL

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added XJUL 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
52 hedge funds hold XJUL right now — the highest count in 2.8 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+30% 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.
🟠

More sellers than buyers — 46% buying

19 buying22 selling
Last quarter: 22 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 23% new

31% conviction (2yr+) 46% medium 23% new
Of the 52 current holders: 16 (31%) held >2 years, 24 held 1–2 years, and 12 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.
📈

Growing discovery — still being found

3 → 5 → 10 → 9 → 11 new funds/Q
New funds entering each quarter: 5 → 10 → 9 → 11. A growing number of institutions are discovering XJUL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 23% newcomers

46% veterans 31% 1-2yr 23% new
Entry-cohort mix of 52 holders: 24 (46%) are 2+ year veterans, 16 entered 1–2 years ago, and 12 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
8 of 52 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — XJUL

In 2026 Q1, 19 hedge funds were net buyers of XJUL (11 opened a new position, 8 added to an existing one), while 22 reduced or exited (19 trimmed, 3 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in XJUL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 52.

Hedge Fund Ownership: XJUL

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

Market Analysis: XJUL

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: XJUL

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: XJUL
2026 Q2 Stats Unlock in 5 days 50 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 50 44 13.64%
13F Shares 1M 927K 19.76%
Total Value $43M $36M 18.5%
New Positions 11 9 +2
Increased Positions 8 6 +2
Closed Positions 5 4 +1
Reduced Positions 19 19 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJUL

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Institutional Holders (2026 Q2)

50 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 XJUL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crosspoint Financial, LLC 4.77% 51,200 $2.1M
2 Griffith & Werner, Inc. 0.56% 29,600 $1.2M
3 Diligent Investors, LLC 0.29% 31,987 $1.3M
4 Pitti Group Wealth Management, LLC 0.20% 6,815 $277K
5 PFS Partners, LLC 0.15% 9,293 $378K
6 Fsb Premier Wealth Management, INC. 0.07% 5,927 $241K
7 Silver Oak Securities, Incorporated 0.03% 13,952 $568K
8 Foguth Wealth Management, LLC. 0.03% 5,598 $228K
9 Keel Point, LLC 0.02% 9,636 $392K
10 World Investment Advisors 0.02% 32,649 $1.3M
11 CreativeOne Wealth, LLC 0.02% 20,694 $843K
12 DHJJ Financial Advisors, Ltd. 0.02% 1,519 $62K
13 Old Mission Capital LLC 0.02% 23,486 $956K
14 Guardian Wealth Advisors, LLC / Nc 0.01% 5,865 $239K
15 Triumph Capital Management 0.01% 1,600 $65K
16 IFP Advisors, Inc 0.01% 11,716 $477K
17 Summit Financial, LLC 0.01% 16,982 $691K
18 Kestra Advisory Services, LLC 0.01% 51,373 $2.1M
19 Chicago Partners Investment Group LLC 0.01% 7,450 $303K
20 Osaic Holdings, INC. 0.01% 122,929 $5.0M
21 Steward Partners Investment Advisory, LLC 0.00% 18,300 $745K
22 Commonwealth Equity Services, LLC 0.00% 57,038 $2.3M
23 Geneos Wealth Management Inc. 0.00% 3,300 $134K
24 Pinnacle Wealth Planning Services, Inc. 0.00% 664 $27K
25 Aptus Capital Advisors, LLC 0.00% 5,865 $239K
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 (XJUL)

What does the Smart Money Trend signal show for XJUL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XJUL 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 XJUL?

More sellers than buyers — 46% buying: Last quarter: 22 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XJUL holders?

Strong quality — 24% AUM from major funds: 8 of 52 holders rank in the top 100 by AUM, accounting for 24% 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 XJUL?

Mixed — 31% long-term, 23% new: Of the 52 current holders: 16 (31%) held >2 years, 24 held 1–2 years, and 12 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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