Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XOCT)

35 + Investors. Track Smart Money conviction in XOCT. 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
30%

Smart Money Signals — XOCT

Based on 35 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 XOCT 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
35 funds currently hold this stock — 90% of the 2.5-year high of 39 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 30% buying

8 buying19 selling
Last quarter: 19 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 11 → 1. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 26% entered in last year

■ 23% conviction (2yr+) ■ 51% medium ■ 26% new
Only 8 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

5 → 8 → 7 → 11 → 1 new funds/Q
New funds entering each quarter: 8 → 7 → 11 → 1. XOCT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 26% veterans, 34% new entrants

■ 26% veterans ■ 40% 1-2yr ■ 34% new
Of 35 current holders: 9 (26%) held 2+ years, 14 held 1–2 years, 12 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
5 of 35 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — XOCT

In 2026 Q1, 8 hedge funds were net buyers of XOCT (1 opened a new position, 7 added to an existing one), while 19 reduced or exited (14 trimmed, 5 sold completely) — a 30% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 35.

Hedge Fund Ownership: XOCT

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

Market Analysis: XOCT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XOCT

-- --

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 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: XOCT
2026 Q2 Stats Unlock in 5 days 35 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 39 -10.26%
13F Shares 2M 2M -18.08%
Total Value $69M $84M -18.29%
New Positions 1 11 -10
Increased Positions 7 11 -4
Closed Positions 5 6 -1
Reduced Positions 14 11 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XOCT

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XOCT. 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 XOCT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financial Guidance Group, Inc. 1.26% 85,082 $3.4M
2 Crosspoint Financial, LLC 0.87% 9,604 $379K
3 Secured Retirement Advisors, LLC 0.67% 33,093 $1.3M
4 Van Diest Capital, LLC 0.44% 12,371 $489K
5 Diligent Investors, LLC 0.24% 27,018 $1.1M
6 PFS Partners, LLC 0.19% 11,796 $466K
7 Arlington Capital Management, Inc. 0.17% 6,935 $274K
8 Ignite Planners, LLC 0.08% 14,289 $564K
9 Beacon Financial Advisory LLC 0.08% 9,730 $384K
10 IMG Wealth Management, Inc. 0.06% 2,841 $112K
11 Signal Advisors Wealth, LLC 0.05% 24,469 $967K
12 LVZ, Inc. 0.04% 9,000 $356K
13 Bouchey Financial Group, Ltd. 0.03% 12,403 $490K
14 Aptus Capital Advisors, LLC 0.02% 85,082 $3.4M
15 DHJJ Financial Advisors, Ltd. 0.02% 2,018 $80K
16 Sovran Advisors, LLC 0.02% 6,764 $268K
17 CreativeOne Wealth, LLC 0.01% 14,375 $568K
18 Harbour Investments, INC. 0.01% 21,419 $846K
19 Ashton Thomas Private Wealth, LLC 0.01% 13,756 $543K
20 Kestra Advisory Services, LLC 0.01% 67,963 $2.7M
21 HBK Sorce Advisory LLC 0.01% 7,580 $303K
22 Atria Investments, Inc 0.00% 12,510 $494K
23 Cetera Investment Advisers 0.00% 116,792 $4.6M
24 Summit Financial, LLC 0.00% 8,250 $326K
25 Capital Investment Advisory Services, LLC 0.00% 1,449 $57K
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 (XOCT)

What does the Smart Money Trend signal show for XOCT?

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

Heavy selling pressure — only 30% buying: Last quarter: 19 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 XOCT holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 35 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XOCT?

Mostly new holders — 26% entered in last year: Only 8 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

Full history →