Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (DJUL)

110 + 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
↑ +3
Streak
3Q ▲
Buyers last Q
25%

Smart Money Signals — DJUL

Based on 110 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
110 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 — +8% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 25% buying

21 buying62 selling
Last quarter: 62 funds sold vs only 21 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 11 → 20 → 11. 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.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 36% medium 20% new
48 out of 110 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.
📈

Growing discovery — still being found

15 → 8 → 11 → 20 → 11 new funds/Q
New funds entering each quarter: 8 → 11 → 20 → 11. A growing number of institutions are discovering DJUL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

48% veterans 22% 1-2yr 30% new
Of 110 current holders: 53 (48%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
6 of 110 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: DJUL
2026 Q1 Stats Unlock in 17 days 110 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 110 107 2.8%
13F Shares 4M 4M -5.26%
Total Value $178M $184M -3.3%
New Positions 11 20 -9
Increased Positions 10 33 -23
Closed Positions 8 12 -4
Reduced Positions 54 28 +26
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DJUL

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Institutional Holders (2026 Q1)

110 + investors

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

Top 25 institutional holders of DJUL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nova Wealth Management, Inc. 1.72% 56,388 $2.6M
2 Ignite Planners, LLC 1.03% 142,611 $6.7M
3 LifeWealth Investments, LLC 1.03% 73,517 $3.4M
4 SMART Wealth LLC 0.41% 30,150 $1.4M
5 FOUNDERS FINANCIAL SECURITIES LLC 0.40% 137,691 $6.6M
6 EVOLUTION WEALTH MANAGEMENT INC. 0.36% 10,602 $496K
7 Ferguson Shapiro LLC 0.34% 24,143 $1.1M
8 Hartford Financial Management Inc. 0.28% 23,841 $1.1M
9 ARBOR CAPITAL MANAGEMENT INC /ADV 0.26% 6,790 $322K
10 Tanglewood Legacy Advisors, LLC 0.22% 13,048 $610K
11 Five Pine Wealth Management 0.17% 5,851 $273K
12 JIM SAULNIER & ASSOCIATES, LLC 0.14% 6,131 $287K
13 Cottage Street Advisors LLC 0.13% 6,357 $297K
14 Claro Advisors Inc. 0.10% 18,083 $845K
15 Spectrum Asset Management, Inc. (NB/CA) 0.09% 5,845 $273K
16 Falcon Wealth Planning 0.06% 20,373 $952K
17 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% 22,576 $1.1M
18 Spire Wealth Management 0.06% 36,966 $1.7M
19 Sequent Planning LLC 0.06% 5,006 $234K
20 Patriot Financial Group Insurance Agency, LLC 0.04% 15,096 $706K
21 United Advisor Group, LLC 0.03% 5,511 $258K
22 First Heartland Consultants, Inc. 0.03% 6,984 $326K
23 Clear Creek Financial Management, LLC 0.02% 6,610 $309K
24 Kestra Advisory Services, LLC 0.02% 125,315 $5.9M
25 NBC SECURITIES, INC. 0.02% 5,905 $276K
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 — 3 quarters in a row: For 3 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 25% buying: Last quarter: 62 funds sold vs only 21 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 — 7% AUM from top-100: 6 of 110 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DJUL?

44% of holders stayed for 2+ years: 48 out of 110 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.

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.