Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (DJUN)

93 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
31%

Smart Money Signals — DJUN

Based on 93 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 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 (96% of max)

96% of all-time peak
93 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DJUN is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 31% buying

24 buying53 selling
Last quarter: 53 funds sold vs only 24 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 14 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 34% medium 19% new
43 out of 93 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.
📊

Peak discovery — momentum slowing

15 → 14 → 14 → 9 → 10 new funds/Q
New funds entering each quarter: 14 → 14 → 9 → 10. DJUN 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 — 49% of holders stayed 2+ years

49% veterans 23% 1-2yr 28% new
Of 93 current holders: 46 (49%) 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
7 of 93 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: DJUN
2026 Q1 Stats Unlock in 17 days 93 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 93 92 1.09%
13F Shares 2M 2M -16.26%
Total Value $83M $98M -15.16%
New Positions 10 9 +1
Increased Positions 14 23 -9
Closed Positions 9 11 -2
Reduced Positions 44 33 +11
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 Q1)

93 + investors

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

Top 25 institutional holders of DJUN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nova Wealth Management, Inc. 0.73% 23,921 $1.1M
2 Tanglewood Legacy Advisors, LLC 0.67% 39,341 $1.9M
3 EVOLUTION WEALTH MANAGEMENT INC. 0.28% 8,218 $387K
4 Ignite Planners, LLC 0.28% 37,979 $1.8M
5 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% 4,674 $221K
6 JIM SAULNIER & ASSOCIATES, LLC 0.16% 6,972 $328K
7 Echo Wealth Management, LLC 0.12% 4,542 $214K
8 Chris Bulman Inc 0.10% 4,642 $218K
9 Signal Advisors Wealth, LLC 0.09% 27,424 $1.3M
10 Sequent Planning LLC 0.09% 7,676 $361K
11 AlphaStar Capital Management, LLC 0.07% 19,955 $939K
12 Clear Creek Financial Management, LLC 0.04% 12,116 $570K
13 Kestra Advisory Services, LLC 0.04% 242,623 $11.4M
14 LVZ, Inc. 0.03% 6,017 $283K
15 DHJJ Financial Advisors, Ltd. 0.03% 1,875 $88K
16 First Heartland Consultants, Inc. 0.03% 7,239 $341K
17 Strategic Blueprint, LLC 0.02% 8,031 $378K
18 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% 7,704 $362K
19 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% 7,250 $341K
20 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% 17,001 $827K
21 Apollon Wealth Management, LLC 0.01% 17,523 $824K
22 Concurrent Investment Advisors, LLC 0.01% 25,651 $1.2M
23 OneAscent Financial Services LLC 0.01% 5,064 $238K
24 RFG Advisory, LLC 0.01% 13,222 $622K
25 NBC SECURITIES, INC. 0.01% 2,560 $120K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Heavy selling pressure — only 31% buying: Last quarter: 53 funds sold vs only 24 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 DJUN holders?

Smaller funds dominant — 8% AUM from top-100: 7 of 93 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 DJUN?

46% of holders stayed for 2+ years: 43 out of 93 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.