Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (DJUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
37%

Smart Money Signals — DJUN

Based on 100 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
100 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 (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 37% buying

27 buying46 selling
Last quarter: 46 funds sold vs only 27 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 9 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 36% medium ■ 20% new
44 out of 100 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.
➡️

Steady discovery — ~12 new funds/quarter

14 → 14 → 9 → 10 → 12 new funds/Q
New funds entering each quarter: 14 → 9 → 10 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 27% 1-2yr ■ 24% new
Of 100 current holders: 49 (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 — 18% AUM from top-100

18% from top-100 AUM funds
9 of 100 holders rank in the top 100 by AUM, but together hold only 18% 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.

Institutional Sentiment Summary — DJUN

In 2026 Q1, 27 hedge funds were net buyers of DJUN (12 opened a new position, 15 added to an existing one), while 46 reduced or exited (40 trimmed, 6 sold completely) — a 37% buyer ratio, indicating net institutional distribution. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 100.

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

-- --

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

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

Signal Freshness measures how much DJUN 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 · 79d ago
DJUN
+4.6%
SPY
+13.9%

DJUN outperformed SPY by -9.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DJUN
+0.4%
SPY
+0.2%

Since the filing became public, DJUN outperformed SPY by +0.2% .

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 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: DJUN
100 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 100 94 6.38%
13F Shares 2M 2M 13.9%
Total Value $93M $84M 11.11%
New Positions 12 10 +2
Increased Positions 15 14 +1
Closed Positions 6 9 -3
Reduced Positions 40 45 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DJUN

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

100 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nova Wealth Management, Inc. 0.73% 23,921 $1.1M
2 REAP Financial Group, LLC 0.67% 72,386 $3.4M
3 Tanglewood Legacy Advisors, LLC 0.67% 39,341 $1.9M
4 Mission Financial Group, LLC 0.54% 12,512 $589K
5 Grantvest Financial Group LLC 0.44% 14,491 $682K
6 Ritter Daniher Financial Advisory LLC / DE 0.40% 49,570 $2.3M
7 Integrity Financial Corp /WA 0.36% 15,229 $716K
8 VestGen Investment Management 0.35% 13,315 $626K
9 Evolution Wealth Management INC. 0.28% 8,218 $387K
10 Ignite Planners, LLC 0.28% 37,979 $1.8M
11 Arbor Capital Management Inc /Adv 0.18% 4,674 $221K
12 Jim Saulnier & Associates, LLC 0.16% 6,972 $328K
13 Santori & Peters, Inc. 0.13% 8,951 $421K
14 Echo Wealth Management, LLC 0.12% 4,542 $214K
15 VestGen Advisors, LLC 0.10% 78,097 $3.8M
16 Core Wealth Partners LLC 0.10% 4,581 $215K
17 Chris Bulman Inc 0.10% 4,642 $218K
18 Buck Wealth Strategies, LLC 0.09% 15,407 $725K
19 Signal Advisors Wealth, LLC 0.09% 27,424 $1.3M
20 Sequent Planning LLC 0.09% 7,676 $361K
21 SOA Wealth Advisors, LLC. 0.08% 8,771 $413K
22 AlphaStar Capital Management, LLC 0.07% 19,955 $939K
23 Kovack Advisors, Inc. 0.06% 25,517 $1.2M
24 Benson Wealth Management INC 0.06% 960 $45K
25 Clear Creek Financial Management, LLC 0.04% 12,116 $570K
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 — 2 quarters in a row: For 2 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?

Heavy selling pressure — only 37% buying: Last quarter: 46 funds sold vs only 27 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 — 18% AUM from top-100: 9 of 100 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DJUN?

44% of holders stayed for 2+ years: 44 out of 100 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.

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

As of today, DJUN has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (March 31, 2026), DJUN has gained +4.6% vs +13.9% 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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