Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (DJAN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
41%

Smart Money Signals — DJAN

Based on 106 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 DJAN 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
106 hedge funds hold DJAN right now — the highest count in 3.0 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 — +34% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+34% 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 — 41% buying

38 buying54 selling
Last quarter: 54 funds reduced or exited vs 38 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.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new DJAN position: 29 → 15 → 7 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 22% new

■ 39% conviction (2yr+) ■ 40% medium ■ 22% new
Of the 106 current holders: 41 (39%) held >2 years, 42 held 1–2 years, and 23 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.
📊

Peak discovery — momentum slowing

9 → 29 → 15 → 7 → 17 new funds/Q
New funds entering each quarter: 29 → 15 → 7 → 17. DJAN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 21% 1-2yr ■ 36% new
Of 106 current holders: 46 (43%) 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 — 8% AUM from top-100

8% from top-100 AUM funds
6 of 106 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: DJAN

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

Market Analysis: DJAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DJAN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: DJAN
2026 Q1 Stats Unlock in 19 days 106 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 106 100 6.0%
13F Shares 4M 4M -7.87%
Total Value $178M $187M -4.96%
New Positions 17 7 +10
Increased Positions 21 18 +3
Closed Positions 11 12 -1
Reduced Positions 43 47 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DJAN

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

106 + investors

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

Top 25 institutional holders of DJAN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SMART Wealth LLC 1.46% 116,934 $5.0M
2 PRECEDENT WEALTH PARTNERS, LLC 1.06% 124,440 $5.3M
3 Spectrum Asset Management, Inc. (NB/CA) 0.55% 40,692 $1.7M
4 EVOLUTION WEALTH MANAGEMENT INC. 0.36% 11,479 $488K
5 Tanglewood Legacy Advisors, LLC 0.30% 19,340 $823K
6 BEACON FINANCIAL GROUP 0.29% 67,981 $3.0M
7 Nova Wealth Management, Inc. 0.27% 9,902 $421K
8 Cottage Street Advisors LLC 0.21% 11,624 $494K
9 FOUNDERS FINANCIAL SECURITIES LLC 0.20% 75,974 $3.3M
10 ACT Advisors, LLC. 0.19% 10,618 $452K
11 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% 5,266 $226K
12 JIM SAULNIER & ASSOCIATES, LLC 0.18% 8,492 $361K
13 LifeWealth Investments, LLC 0.17% 13,769 $586K
14 Brookstone Capital Management 0.16% 323,977 $13.8M
15 RiverTree Advisors, LLC 0.14% 5,160 $219K
16 Ballast Rock Private Wealth LLC 0.14% 5,851 $249K
17 Sequent Planning LLC 0.13% 12,527 $533K
18 WETZEL INVESTMENT ADVISORS, INC. 0.12% 7,086 $301K
19 Mayfair Advisory Group, LLC 0.10% 6,947 $295K
20 Strategic Blueprint, LLC 0.09% 35,907 $1.5M
21 IFP Advisors, Inc 0.08% 91,061 $3.9M
22 Kercheville Advisors, LLC 0.08% 5,700 $242K
23 Ignite Planners, LLC 0.07% 10,369 $441K
24 Falcon Wealth Planning 0.07% 23,386 $995K
25 Sage Capital Advisors,llc 0.05% 5,236 $223K
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 (DJAN)

What does the Smart Money Trend signal show for DJAN?

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

More sellers than buyers — 41% buying: Last quarter: 54 funds reduced or exited vs 38 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 DJAN holders?

Smaller funds dominant — 8% AUM from top-100: 6 of 106 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DJAN?

Mixed — 39% long-term, 22% new: Of the 106 current holders: 41 (39%) held >2 years, 42 held 1–2 years, and 23 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.