Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (FJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
28%

Smart Money Signals — FJUL

Based on 147 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FJUL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
147 funds currently hold this stock — 92% of the 3.0-year high of 160 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 28% buying

36 buying91 selling
Last quarter: 91 funds sold vs only 36 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: 12 → 34 → 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.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 32% medium ■ 20% new
70 out of 147 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.
📊

Peak discovery — momentum slowing

12 → 12 → 34 → 20 → 11 new funds/Q
New funds entering each quarter: 12 → 34 → 20 → 11. FJUL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 51% veterans vs 24% newcomers

■ 51% veterans ■ 24% 1-2yr ■ 24% new
Entry-cohort mix of 147 holders: 75 (51%) are 2+ year veterans, 36 entered 1–2 years ago, and 36 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
9 of 147 holders rank in the top 100 by AUM, but together hold only 14% 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.

Institutional Sentiment Summary — FJUL

In 2026 Q1, 36 hedge funds were net buyers of FJUL (11 opened a new position, 25 added to an existing one), while 91 reduced or exited (67 trimmed, 24 sold completely) — a 28% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 147.

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

-- --

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

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

Signal Freshness measures how much FJUL 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 · 81d ago
FJUL
nan%
SPY
+15.1%

FJUL outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
FJUL
nan%
SPY
+1.3%

Since the filing became public, FJUL outperformed SPY by nan% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: FJUL
145 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 145 160 -9.38%
13F Shares 5M 6M -22.39%
Total Value $250M $339M -26.28%
New Positions 10 20 -10
Increased Positions 25 32 -7
Closed Positions 25 8 +17
Reduced Positions 66 73 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FJUL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

145 + investors

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

QUARTER:
Top 25 FJUL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SMART Wealth LLC 1.59% 99,358 $5.4M
2 REAP Financial Group, LLC 1.52% 140,378 $7.7M
3 FWG Investments, LLC. 0.89% 25,568 $1.4M
4 Keystone Wealth Services, LLC 0.77% 66,211 $3.6M
5 Beck Capital Management, LLC 0.72% 57,403 $3.1M
6 Midwest Financial Network, LLC 0.71% 16,272 $890K
7 Integrity Financial Corp /WA 0.69% 25,324 $1.4M
8 Onyx Bridge Wealth Group LLC 0.64% 109,308 $6.0M
9 1776 Wealth LLC 0.58% 26,815 $1.5M
10 Goldenstone Wealth Management LLC 0.52% 13,115 $718K
11 MBL Wealth, LLC 0.38% 91,406 $5.0M
12 Grantvest Financial Group LLC 0.33% 9,435 $516K
13 Accel Wealth Management 0.27% 18,591 $1.0M
14 Pacific Excel Wealth Advisors, Inc. 0.26% 4,597 $252K
15 Tanglewood Legacy Advisors, LLC 0.26% 13,325 $729K
16 Arbor Capital Management Inc /Adv 0.26% 5,627 $314K
17 Griffith & Werner, Inc. 0.25% 9,085 $497K
18 TFB Advisors LLC 0.22% 7,608 $416K
19 Legacy Solutions, LLC 0.21% 4,222 $231K
20 DHJJ Financial Advisors, Ltd. 0.20% 10,763 $589K
21 LM Advisors LLC 0.19% 646 $12K
22 Crown Wealth Group, LLC 0.19% 11,699 $640K
23 Blue Bell Private Wealth Management, LLC 0.18% 22,447 $1.2M
24 Financial Network Wealth Advisors LLC 0.17% 2,982 $163K
25 Fsb Premier Wealth Management, INC. 0.17% 9,728 $532K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FJUL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FJUL?

Heavy selling pressure — only 28% buying: Last quarter: 91 funds sold vs only 36 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 — 14% AUM from top-100: 9 of 147 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FJUL?

48% of holders stayed for 2+ years: 70 out of 147 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.

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

As of today, FJUL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FJUL has gained nan% vs +15.1% 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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