Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (FJUN)

156 + 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
↑ +8
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — FJUN

Based on 156 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
156 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

79 buying68 selling
Last quarter: 79 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new FJUN position: 9 → 18 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 24% medium ■ 22% new
84 out of 156 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.
📈

Growing discovery — still being found

14 → 9 → 18 → 16 → 24 new funds/Q
New funds entering each quarter: 9 → 18 → 16 → 24. A growing number of institutions are discovering FJUN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 28% newcomers

■ 49% veterans ■ 23% 1-2yr ■ 28% new
Entry-cohort mix of 156 holders: 77 (49%) are 2+ year veterans, 36 entered 1–2 years ago, and 43 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
9 of 156 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — FJUN

In 2026 Q2, 79 hedge funds were net buyers of FJUN (24 opened a new position, 55 added to an existing one), while 68 reduced or exited (52 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 156.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: FJUN
156 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 156 148 5.41%
13F Shares 6M 5M 9.46%
Total Value $327M $276M 18.33%
New Positions 24 16 +8
Increased Positions 55 28 +27
Closed Positions 16 11 +5
Reduced Positions 52 65 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FJUN

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Institutional Holders (2026 Q2)

156 + investors

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

QUARTER:
Top 25 FJUN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BAM Wealth Management, LLC 3.46% 92,263 $5.5M
2 Avantra Family Wealth, Inc. 2.63% 68,796 $4.1M
3 Keystone Wealth Services, LLC 1.96% 176,510 $10.6M
4 Legacy Capital Wealth Partners, LLC 1.73% 150,577 $9.0M
5 FWG Investments, LLC. 1.57% 49,426 $3.0M
6 Financial Guidance Group, Inc. 1.52% 67,603 $4.1M
7 Northeast Planning Associates, INC. / Nh / 1.47% 35,163 $2.0M
8 Valtinson Bruner Financial Planning LLC 0.98% 65,191 $3.9M
9 Quartz Partners, LLC 0.84% 42,824 $2.6M
10 Integrity Financial Corp /WA 0.82% 28,708 $1.7M
11 Tanglewood Legacy Advisors, LLC 0.73% 37,590 $2.3M
12 REAP Financial Group, LLC 0.69% 66,920 $4.0M
13 Camelot Portfolios, LLC 0.47% 11,212 $672K
14 Foguth Wealth Management, LLC. 0.44% 64,841 $3.9M
15 Grantvest Financial Group LLC 0.44% 12,553 $753K
16 Wealthgarden F.S. LLC 0.42% 12,476 $748K
17 Legacy Solutions, LLC 0.38% 7,845 $470K
18 TFB Advisors LLC 0.30% 11,399 $683K
19 DHJJ Financial Advisors, Ltd. 0.27% 15,797 $947K
20 Plotkin Financial Advisors, LLC 0.26% 10,509 $630K
21 Blue Bell Private Wealth Management, LLC 0.25% 33,711 $2.0M
22 Guilbault Capital LLC 0.24% 3,936 $236K
23 AdviceOne Advisory Services, LLC 0.21% 6,174 $370K
24 Faithward Advisors, LLC 0.21% 28,170 $1.7M
25 Leigh Baldwin & CO., LLC 0.20% 6,068 $364K
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

Slight buying edge — 54% buying: Last quarter: 79 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FJUN holders?

Smaller funds dominant — 16% AUM from top-100: 9 of 156 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FJUN?

54% of holders stayed for 2+ years: 84 out of 156 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.

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