Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (XJUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
33%

Smart Money Signals — XJUN

Based on 69 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XJUN 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 — 88% of 3.0Y peak

88% of all-time peak
69 funds currently hold this stock — 88% of the 3.0-year high of 78 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold XJUN compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 33% buying

19 buying39 selling
Last quarter: 39 funds sold vs only 19 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 10 → 6 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 26% medium ■ 17% new
39 out of 69 hedge funds have held XJUN 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.
➡️

Steady discovery — ~10 new funds/quarter

20 → 7 → 10 → 6 → 10 new funds/Q
New funds entering each quarter: 7 → 10 → 6 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Of 69 current holders: 37 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
7 of 69 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — XJUN

In 2025 Q4, 19 hedge funds were net buyers of XJUN (10 opened a new position, 9 added to an existing one), while 39 reduced or exited (33 trimmed, 6 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: XJUN

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

Market Analysis: XJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XJUN

-- --

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

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
0.9
/ 10
conviction
Hedge Fund Positioning: XJUN
2026 Q1 Stats Unlock in 6 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 65 6.15%
13F Shares 2M 2M -2.72%
Total Value $95M $96M -1.25%
New Positions 10 6 +4
Increased Positions 9 13 -4
Closed Positions 6 14 -8
Reduced Positions 33 28 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJUN

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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)

69 + investors

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

Top 25 institutional holders of XJUN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LM Advisors LLC 1.47% 4,003 $93K
2 Benson Wealth Management INC 1.05% 17,911 $770K
3 WEALTHGARDEN F.S. LLC 0.80% 27,236 $1.2M
4 Legacy Edge Advisors, LLC 0.68% 151,441 $6.5M
5 VestGen Investment Management 0.50% 20,947 $900K
6 QTR Family Wealth, LLC 0.30% 16,660 $730K
7 1776 Wealth LLC 0.29% 17,431 $749K
8 TopTier Wealth Management, LLC 0.22% 8,403 $361K
9 Sequent Planning LLC 0.20% 18,965 $815K
10 PFS Partners, LLC 0.17% 8,606 $370K
11 BAM Wealth Management, LLC 0.15% 4,808 $207K
12 Millington Financial Advisors, LLC 0.15% 8,156 $359K
13 Aurora Private Wealth, Inc. 0.14% 4,729 —
14 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.14% 23,361 $1.0M
15 Diligent Investors, LLC 0.14% 12,920 $555K
16 Lakeridge Wealth Management LLC 0.11% 6,205 $267K
17 Mutual Advisors, LLC 0.09% 96,100 $4.1M
18 Grant Street Asset Management, Inc. 0.09% 10,464 $450K
19 First Heartland Consultants, Inc. 0.08% 25,563 $1.1M
20 Signal Advisors Wealth, LLC 0.08% 26,260 $1.1M
21 U.S. Capital Wealth Advisors, LLC 0.08% 71,434 $3.1M
22 Castle Rock Wealth Management, LLC 0.08% 8,218 $354K
23 SageGuard Financial Group, LLC 0.07% 10,483 $450K
24 REAP Financial Group, LLC 0.07% 7,872 $338K
25 Cambridge Advisors Inc. 0.07% 7,980 $343K
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 (XJUN)

What does the Smart Money Trend signal show for XJUN?

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

Heavy selling pressure — only 33% buying: Last quarter: 39 funds sold vs only 19 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 XJUN holders?

Smaller funds dominant — 6% AUM from top-100: 7 of 69 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XJUN?

57% of holders stayed for 2+ years: 39 out of 69 hedge funds have held XJUN 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.