Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (FJUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
42%

Smart Money Signals — FJUN

Based on 141 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 FJUN 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
141 hedge funds hold FJUN 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 FJUN is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 42% buying

47 buying64 selling
Last quarter: 64 funds reduced or exited vs 47 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new FJUN position: 14 → 13 → 9 → 18. 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+) ■ 33% medium ■ 20% new
67 out of 141 hedge funds have held FJUN 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 — ~18 new funds/quarter

21 → 14 → 13 → 9 → 18 new funds/Q
New funds entering each quarter: 14 → 13 → 9 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 24% 1-2yr ■ 27% new
Of 141 current holders: 69 (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 — 14% AUM from top-100

14% from top-100 AUM funds
8 of 141 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Hedge Fund Ownership: FJUN

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

Market Analysis: FJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FJUN

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: FJUN
2026 Q1 Stats Unlock in 22 days 141 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 141 131 7.63%
13F Shares 5M 5M -3.32%
Total Value $273M $276M -0.89%
New Positions 18 9 +9
Increased Positions 29 46 -17
Closed Positions 8 9 -1
Reduced Positions 56 54 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FJUN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

141 + investors

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

Top 25 institutional holders of FJUN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avantra Family Wealth, Inc. 2.87% 68,317 $3.9M
2 FWG Investments, LLC. 1.59% 44,229 $2.5M
3 Financial Guidance Group, Inc. 1.54% 67,853 $3.8M
4 Tanglewood Legacy Advisors, LLC 0.72% 35,389 $2.0M
5 LEGACY SOLUTIONS, LLC 0.49% 9,443 $534K
6 Faithward Advisors, LLC 0.41% 75,176 $2.9M
7 DHJJ Financial Advisors, Ltd. 0.22% 11,788 $666K
8 TFB Advisors LLC 0.22% 7,370 $416K
9 AdviceOne Advisory Services, LLC 0.21% 6,174 $349K
10 Fragasso Financial Advisors Inc 0.20% 59,110 $3.4M
11 SWMG, LLC 0.20% 12,178 $688K
12 Echo Wealth Management, LLC 0.19% 5,727 $324K
13 Ignite Planners, LLC 0.14% 16,300 $921K
14 VVR Holdings LLC 0.13% 4,389 $248K
15 CENTRAL VALLEY ADVISORS, LLC 0.12% 7,925 $448K
16 Chris Bulman Inc 0.11% 4,351 $246K
17 FOUNDERS FINANCIAL SECURITIES LLC 0.09% 25,774 $1.5M
18 McKinley Carter Wealth Services, Inc. 0.09% 26,596 $1.5M
19 Signal Advisors Wealth, LLC 0.07% 17,770 $1.0M
20 Sowell Financial Services LLC 0.07% 32,028 $1.8M
21 Murphy & Mullick Capital Management Corp 0.07% 1,600 $90K
22 Quantum Private Wealth, LLC 0.06% 3,600 $203K
23 U.S. Capital Wealth Advisors, LLC 0.06% 42,586 $2.4M
24 AssuredPartners Investment Advisors, LLC 0.03% 4,245 $242K
25 CoreCap Advisors, LLC 0.02% 12,833 $725K
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 (FJUN)

What does the Smart Money Trend signal show for FJUN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FJUN 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 FJUN?

More sellers than buyers — 42% buying: Last quarter: 64 funds reduced or exited vs 47 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FJUN holders?

Smaller funds dominant — 14% AUM from top-100: 8 of 141 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 FJUN?

48% of holders stayed for 2+ years: 67 out of 141 hedge funds have held FJUN 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.