Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DJUN)

105 + Investors. Track Smart Money conviction in DJUN. 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
↑ +7
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — DJUN

Based on 107 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DJUN 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
107 hedge funds hold DJUN 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 — +13% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

50 buying46 selling
Last quarter: 50 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

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

new funds entering per quarter
Funds opening a new DJUN position: 9 → 11 → 12 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

48% conviction (2yr+) 26% medium 26% new
51 out of 107 hedge funds have held DJUN 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.
🚀

Acceleration phase — new buyers rushing in

14 → 9 → 11 → 12 → 22 new funds/Q
New funds entering each quarter: 9 → 11 → 12 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 45% veterans vs 29% newcomers

45% veterans 26% 1-2yr 29% new
Entry-cohort mix of 107 holders: 48 (45%) are 2+ year veterans, 28 entered 1–2 years ago, and 31 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
6 of 107 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — DJUN

In 2026 Q2, 50 hedge funds were net buyers of DJUN (22 opened a new position, 28 added to an existing one), while 46 reduced or exited (31 trimmed, 15 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: DJUN

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

Market Analysis: DJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DJUN

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: DJUN
105 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 105 100 5.0%
13F Shares 2M 2M 19.99%
Total Value $120M $93M 28.62%
New Positions 21 12 +9
Increased Positions 28 15 +13
Closed Positions 16 6 +10
Reduced Positions 30 40 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DJUN

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Institutional Holders (2026 Q2)

105 + investors

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

QUARTER:
Top 25 DJUN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Asset Management, Inc. (NB/CA) 1.26% 92,169 $4.5M
2 Sequent Planning LLC 0.95% 89,956 $4.4M
3 Tanglewood Legacy Advisors, LLC 0.75% 47,164 $2.3M
4 Nova Wealth Management, Inc. 0.66% 24,307 $1.2M
5 Mission Financial Group, LLC 0.51% 12,512 $617K
6 REAP Financial Group, LLC 0.50% 59,823 $2.9M
7 Grantvest Financial Group LLC 0.40% 13,930 $686K
8 Santori & Peters, Inc. 0.39% 28,204 $1.4M
9 Integrity Financial Corp /WA 0.33% 14,030 $691K
10 Ritter Daniher Financial Advisory LLC / DE 0.26% 34,730 $1.7M
11 Ignite Planners, LLC 0.26% 37,914 $1.9M
12 Chris Bulman Inc 0.25% 13,843 $682K
13 Evolution Wealth Management INC. 0.24% 8,213 $405K
14 Founders Financial Securities LLC 0.20% 77,576 $3.8M
15 Jim Saulnier & Associates, LLC 0.14% 6,972 $344K
16 Echo Wealth Management, LLC 0.11% 4,542 $224K
17 Madrona Financial Services, LLC 0.11% 12,568 $619K
18 Kovack Advisors, Inc. 0.11% 44,902 $2.2M
19 Core Wealth Partners LLC 0.10% 4,581 $226K
20 VestGen Advisors, LLC 0.09% 65,884 $3.2M
21 Comprehensive Financial Consultants Institutional, Inc. 0.09% 6,761 $333K
22 Buck Wealth Strategies, LLC 0.07% 14,125 $696K
23 SOA Wealth Advisors, LLC. 0.07% 8,771 $432K
24 AlphaStar Capital Management, LLC 0.07% 22,975 $1.1M
25 Bluespring Wealth Management, LLC 0.07% 69,460 $3.4M
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 (DJUN)

What does the Smart Money Trend signal show for DJUN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DJUN 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 DJUN?

Slight buying edge — 52% buying: Last quarter: 50 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DJUN holders?

Smaller funds dominant — 13% AUM from top-100: 6 of 107 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DJUN?

48% of holders stayed for 2+ years: 51 out of 107 hedge funds have held DJUN 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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