Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (GJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
26%

Smart Money Signals — GJUL

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their GJUL 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
125 funds currently hold this stock — 92% of the 3.0-year high of 136 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 26% buying

23 buying65 selling
Last quarter: 65 funds sold vs only 23 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: 18 → 42 → 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.
📌

Mixed — 33% long-term, 27% new

■ 33% conviction (2yr+) ■ 40% medium ■ 27% new
Of the 125 current holders: 41 (33%) held >2 years, 50 held 1–2 years, and 34 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

5 → 18 → 42 → 20 → 11 new funds/Q
New funds entering each quarter: 18 → 42 → 20 → 11. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 39% veterans, 33% new entrants

■ 39% veterans ■ 28% 1-2yr ■ 33% new
Of 125 current holders: 49 (39%) held 2+ years, 35 held 1–2 years, 41 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
10 of 125 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — GJUL

In 2026 Q1, 23 hedge funds were net buyers of GJUL (11 opened a new position, 12 added to an existing one), while 65 reduced or exited (50 trimmed, 15 sold completely) — a 26% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 125.

Hedge Fund Ownership: GJUL

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

Market Analysis: GJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GJUL

-- --

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

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

Signal Freshness measures how much GJUL 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 · 75d ago
GJUL
+6.1%
SPY
+14.1%

GJUL outperformed SPY by -8.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
GJUL
+0.9%
SPY
+0.3%

Since the filing became public, GJUL outperformed SPY by +0.6% .

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
0.6
/ 10
conviction
Hedge Fund Positioning: GJUL
125 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 125 129 -3.1%
13F Shares 5M 6M -15.19%
Total Value $199M $248M -19.5%
New Positions 11 20 -9
Increased Positions 12 18 -6
Closed Positions 15 27 -12
Reduced Positions 50 50 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GJUL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

125 + investors

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

QUARTER:
Top 25 GJUL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dagco, INC. 1.39% 157,406 $6.4M
2 Avantra Family Wealth, Inc. 1.31% 43,246 $1.8M
3 Integrity Financial Corp /WA 0.38% 18,827 $768K
4 Diligent Investors, LLC 0.27% 26,493 $1.1M
5 Tanglewood Legacy Advisors, LLC 0.26% 17,943 $732K
6 Alpha Financial Partners LLC 0.26% 10,793 $440K
7 Sunbelt Securities, Inc. 0.25% 97,086 $4.0M
8 E&G Advisors, LP 0.25% 27,200 $1.1M
9 City Holding Co 0.23% 44,775 $1.8M
10 Nvest Financial, LLC 0.21% 13,865 $565K
11 Financial Network Wealth Advisors LLC 0.18% 4,250 $173K
12 Grantvest Financial Group LLC 0.16% 6,152 $251K
13 Ferguson Shapiro LLC 0.16% 13,034 $531K
14 Fsb Premier Wealth Management, INC. 0.15% 11,528 $470K
15 Ergawealth Advisors, Inc. 0.13% 7,369 $300K
16 Keystone Wealth Services, LLC 0.13% 14,852 $606K
17 Uptick Partners, LLC 0.13% 15,673 $639K
18 Reicon Wealth Advisors, LLC 0.12% 3,722 $152K
19 Americana Partners, LLC 0.11% 108,322 $4.4M
20 Hartford Financial Management Inc. 0.10% 9,790 $399K
21 Keating Financial Advisory Services, Inc. 0.10% 14,801 $604K
22 Hbw Advisory Services LLC 0.10% 22,299 $909K
23 DHJJ Financial Advisors, Ltd. 0.09% 6,733 $275K
24 Ankerstar Wealth, LLC 0.08% 1,963 $80K
25 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% 34,000 $1.4M
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 (GJUL)

What does the Smart Money Trend signal show for GJUL?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their GJUL 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 GJUL?

Heavy selling pressure — only 26% buying: Last quarter: 65 funds sold vs only 23 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 GJUL holders?

Smaller funds dominant — 13% AUM from top-100: 10 of 125 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GJUL?

Mixed — 33% long-term, 27% new: Of the 125 current holders: 41 (33%) held >2 years, 50 held 1–2 years, and 34 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, GJUL has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.6%. Since the quarter end (March 31, 2026), GJUL has gained +6.1% vs +14.1% 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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