Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XMAY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — XMAY

Based on 20 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 XMAY 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.
🔻

Below peak — only 61% of 2.2Y high

61% of all-time peak
Only 20 funds hold XMAY today versus a peak of 33 funds at 2024 Q4 — just 61% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 23% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold XMAY compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

9 buying10 selling
Last quarter: 10 funds reduced or exited vs 9 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 3 → 0 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 35% medium ■ 25% new
8 out of 20 hedge funds have held XMAY 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 — ~5 new funds/quarter

6 → 0 → 3 → 0 → 5 new funds/Q
New funds entering each quarter: 0 → 3 → 0 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 30% new entrants

■ 0% veterans ■ 70% 1-2yr ■ 30% new
Of 20 current holders: 0 (0%) held 2+ years, 14 held 1–2 years, 6 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
2 of 20 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.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — 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 — XMAY

In 2026 Q2, 9 hedge funds were net buyers of XMAY (5 opened a new position, 4 added to an existing one), while 10 reduced or exited (8 trimmed, 2 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 20.

Hedge Fund Ownership: XMAY

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

Market Analysis: XMAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XMAY

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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: XMAY
20 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 20 17 17.65%
13F Shares 330K 346K -4.66%
Total Value $12M $12M -1.58%
New Positions 5 0 +5
Increased Positions 4 4 -
Closed Positions 2 5 -3
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XMAY

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

20 + investors

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

QUARTER:
Top 20 XMAY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PFS Partners, LLC 0.18% 12,316 $444K
2 Wealthgarden F.S. LLC 0.12% 5,980 $216K
3 Sequent Planning LLC 0.11% 14,413 $520K
4 Diligent Investors, LLC 0.05% 6,650 $240K
5 First Heartland Consultants, Inc. 0.02% 9,311 $336K
6 DHJJ Financial Advisors, Ltd. 0.02% 1,720 $62K
7 Sigma Planning Corp 0.01% 12,587 $454K
8 Kestra Advisory Services, LLC 0.01% 91,284 $3.3M
9 Ausdal Financial Partners, Inc. 0.01% 6,299 $227K
10 Foundations Investment Advisors, LLC 0.01% 17,532 $633K
11 Apollon Wealth Management, LLC 0.01% 13,454 $486K
12 Summit Financial, LLC 0.00% 10,231 $369K
13 Osaic Holdings, INC. 0.00% 56,765 $2.0M
14 Ritter Daniher Financial Advisory LLC / DE 0.00% 320 $12K
15 Commonwealth Equity Services, LLC 0.00% 18,219 $657K
16 Cetera Investment Advisers 0.00% 10,243 $370K
17 LPL Financial LLC 0.00% 13,326 $481K
18 Susquehanna International Group, LLP 0.00% 22,504 $812K
19 Farther Finance Advisors, LLC 0.00% 175 $6K
20 Barclays plc 0.00% 7,018 $253K
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 (XMAY)

What does the Smart Money Trend signal show for XMAY?

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

More sellers than buyers — 47% buying: Last quarter: 10 funds reduced or exited vs 9 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 XMAY holders?

Smaller funds dominant — 6% AUM from top-100: 2 of 20 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 XMAY?

40% of holders stayed for 2+ years: 8 out of 20 hedge funds have held XMAY 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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