Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (FJUL)

155 + Investors. Track Smart Money conviction in FJUL. 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
↑ +11
Streak
2Q ▲
Buyers last Q
39%

Smart Money Signals — FJUL

Based on 155 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FJUL 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
155 hedge funds hold FJUL 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 — +14% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 39% buying

51 buying80 selling
Last quarter: 80 funds sold vs only 51 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 11 → 34 → 19. 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.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 30% medium 25% new
70 out of 155 hedge funds have held FJUL 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

13 → 12 → 11 → 34 → 19 new funds/Q
New funds entering each quarter: 12 → 11 → 34 → 19. 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.
🏛️

Deep conviction — 49% of holders stayed 2+ years

49% veterans 21% 1-2yr 30% new
Of 155 current holders: 76 (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 — 15% AUM from top-100

15% from top-100 AUM funds
7 of 155 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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: FJUL

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

Market Analysis: FJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FJUL

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

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: FJUL
2026 Q1 Stats Unlock in 17 days 155 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 155 144 7.64%
13F Shares 6M 6M -7.8%
Total Value $332M $352M -5.75%
New Positions 19 34 -15
Increased Positions 32 53 -21
Closed Positions 8 14 -6
Reduced Positions 72 36 +36
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FJUL

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Institutional Holders (2026 Q1)

155 + investors

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

Top 25 institutional holders of FJUL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SMART Wealth LLC 1.59% 99,358 $5.4M
2 Aurora Private Wealth, Inc. 1.31% 33,039 $2K
3 FWG Investments, LLC. 0.89% 25,568 $1.4M
4 Onyx Bridge Wealth Group LLC 0.64% 109,308 $6.0M
5 MBL Wealth, LLC 0.38% 91,406 $5.0M
6 Accel Wealth Management 0.27% 18,591 $1.0M
7 Tanglewood Legacy Advisors, LLC 0.26% 13,325 $729K
8 ARBOR CAPITAL MANAGEMENT INC /ADV 0.26% 5,627 $314K
9 Griffith & Werner, Inc. 0.25% 9,085 $497K
10 TFB Advisors LLC 0.22% 7,608 $416K
11 LEGACY SOLUTIONS, LLC 0.21% 4,222 $231K
12 DHJJ Financial Advisors, Ltd. 0.20% 10,763 $589K
13 Crown Wealth Group, LLC 0.19% 11,699 $640K
14 Outlook Wealth Advisors, LLC 0.12% 9,177 $502K
15 Ferguson Shapiro LLC 0.11% 6,375 $349K
16 FOUNDERS FINANCIAL SECURITIES LLC 0.09% 26,666 $1.5M
17 Strategic Blueprint, LLC 0.08% 26,109 $1.4M
18 Bravera Wealth 0.08% 2,853 $160K
19 Quantum Private Wealth, LLC 0.07% 4,400 $241K
20 Faithward Advisors, LLC 0.07% 9,237 $505K
21 MONEY CONCEPTS CAPITAL CORP 0.07% 23,394 $1.3M
22 Sage Capital Advisors,llc 0.07% 5,575 $305K
23 Beacon Financial Advisory LLC 0.07% 5,320 $291K
24 Opes Wealth Management LLC 0.06% 7,058 $386K
25 Diligent Investors, LLC 0.06% 4,575 $250K
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 (FJUL)

What does the Smart Money Trend signal show for FJUL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FJUL 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 FJUL?

Heavy selling pressure — only 39% buying: Last quarter: 80 funds sold vs only 51 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 FJUL holders?

Smaller funds dominant — 15% AUM from top-100: 7 of 155 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FJUL?

45% of holders stayed for 2+ years: 70 out of 155 hedge funds have held FJUL 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.