Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DJUL)

114 + Investors. Track Smart Money conviction in DJUL. 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
↑ +1
Streak
4Q ▲
Buyers last Q
29%

Smart Money Signals — DJUL

Based on 115 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added DJUL 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
115 hedge funds hold DJUL 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 29% buying

26 buying64 selling
Last quarter: 64 funds sold vs only 26 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 22 → 11 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

42% conviction (2yr+) 39% medium 19% new
48 out of 115 hedge funds have held DJUL 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.
💎

Buying through price weakness — shares +13%, value -8%

Value
-8%
Shares
+12%
Last quarter: funds added +13% more shares while total portfolio value only changed -8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

8 → 11 → 22 → 11 → 9 new funds/Q
New funds entering each quarter: 11 → 22 → 11 → 9. DJUL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 51% veterans vs 26% newcomers

51% veterans 23% 1-2yr 26% new
Entry-cohort mix of 115 holders: 59 (51%) are 2+ year veterans, 26 entered 1–2 years ago, and 30 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
7 of 115 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — DJUL

In 2026 Q1, 26 hedge funds were net buyers of DJUL (9 opened a new position, 17 added to an existing one), while 64 reduced or exited (56 trimmed, 8 sold completely) — a 29% buyer ratio, indicating net institutional distribution. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 115.

Hedge Fund Ownership: DJUL

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

Market Analysis: DJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DJUL

-- --

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

Is It Too Late to Buy First Tr Exchng Traded Fd VI (DJUL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DJUL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
DJUL
nan%
SPY
+15.1%

DJUL outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
DJUL
nan%
SPY
+1.3%

Since the filing became public, DJUL outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: DJUL
114 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 114 114 -
13F Shares 4M 4M 10.55%
Total Value $164M $183M -10.49%
New Positions 9 11 -2
Increased Positions 17 10 +7
Closed Positions 9 9 -
Reduced Positions 55 56 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DJUL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

114 + investors

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

QUARTER:
Top 25 DJUL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Winnow Wealth LLC 3.89% 107,967 $5.0M
2 Decker Wealth Management LLC 2.16% 203,351 $9.5M
3 Nova Wealth Management, Inc. 1.72% 56,388 $2.6M
4 Commonwealth Financial Services, LLC 1.11% 150,483 $7.0M
5 Mission Financial Group, LLC 1.11% 25,680 $1.2M
6 Ignite Planners, LLC 1.03% 142,611 $6.7M
7 LifeWealth Investments, LLC 1.03% 73,517 $3.4M
8 REAP Financial Group, LLC 0.99% 107,210 $5.0M
9 Ritter Daniher Financial Advisory LLC / DE 0.87% 109,498 $5.1M
10 Comprehensive Financial Consultants Institutional, Inc. 0.82% 59,351 $2.8M
11 Gaddis Premier Wealth Advisors LLC 0.64% 18,564 $868K
12 Oakmont Advisory Group, LLC 0.56% 11,021 $524K
13 Foguth Wealth Management, LLC. 0.51% 87,640 $4.4M
14 EverSource Wealth Advisors, LLC 0.43% 274,467 $14.0M
15 SMART Wealth LLC 0.41% 30,150 $1.4M
16 Founders Financial Securities LLC 0.40% 137,691 $6.6M
17 Integrity Financial Corp /WA 0.38% 16,191 $757K
18 Evolution Wealth Management INC. 0.36% 10,602 $496K
19 Ferguson Shapiro LLC 0.34% 24,143 $1.1M
20 Hartford Financial Management Inc. 0.28% 23,841 $1.1M
21 Arbor Capital Management Inc /Adv 0.26% 6,790 $322K
22 Tanglewood Legacy Advisors, LLC 0.22% 13,048 $610K
23 Five Pine Wealth Management 0.17% 5,851 $273K
24 Smart Money Group LLC 0.15% 10,753 $503K
25 Jim Saulnier & Associates, LLC 0.14% 6,131 $287K
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 (DJUL)

What does the Smart Money Trend signal show for DJUL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DJUL 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 DJUL?

Heavy selling pressure — only 29% buying: Last quarter: 64 funds sold vs only 26 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 DJUL holders?

Smaller funds dominant — 9% AUM from top-100: 7 of 115 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DJUL?

42% of holders stayed for 2+ years: 48 out of 115 hedge funds have held DJUL 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.

Is it too late to buy First Tr Exchng Traded Fd VI (DJUL) following the 2026 Q1 hedge fund 13F filings?

As of today, DJUL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DJUL has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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