Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (GJUL)

124 + Investors. Track Smart Money conviction in GJUL. 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
↓ -3
Streak
1Q ▼
Buyers last Q
34%

Smart Money Signals — GJUL

Based on 124 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
124 hedge funds hold GJUL right now — the highest count in 2.8 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+29% 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 34% buying

36 buying70 selling
Last quarter: 70 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 (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 18 → 36 → 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.
📌

Mixed — 28% long-term, 33% new

28% conviction (2yr+) 39% medium 33% new
Of the 124 current holders: 35 (28%) held >2 years, 48 held 1–2 years, and 41 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.
🚀

Acceleration phase — new buyers rushing in

18 → 5 → 18 → 36 → 19 new funds/Q
New funds entering each quarter: 5 → 18 → 36 → 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.
📊

Mixed cohorts — 31% veterans, 40% new entrants

31% veterans 29% 1-2yr 40% new
Of 124 current holders: 38 (31%) held 2+ years, 36 held 1–2 years, 50 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
8 of 124 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: GJUL
2026 Q1 Stats Unlock in 21 days 124 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 124 127 -2.36%
13F Shares 6M 9M -34.3%
Total Value $245M $367M -33.34%
New Positions 19 36 -17
Increased Positions 17 41 -24
Closed Positions 22 8 +14
Reduced Positions 48 21 +27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GJUL

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

124 + investors

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

Top 25 institutional holders of GJUL — 2025 Q4 · 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 Diligent Investors, LLC 0.27% 26,493 $1.1M
4 Tanglewood Legacy Advisors, LLC 0.26% 17,943 $732K
5 E&G Advisors, LP 0.25% 27,200 $1.1M
6 CITY HOLDING CO 0.23% 44,775 $1.8M
7 Nvest Financial, LLC 0.21% 13,865 $565K
8 Ferguson Shapiro LLC 0.16% 13,034 $531K
9 Ergawealth Advisors, Inc. 0.13% 7,369 $300K
10 Hartford Financial Management Inc. 0.10% 9,790 $399K
11 DHJJ Financial Advisors, Ltd. 0.09% 6,733 $275K
12 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% 34,000 $1.4M
13 Sequent Planning LLC 0.08% 7,946 $324K
14 Madrona Financial Services, LLC 0.06% 7,020 $286K
15 Next Level Private LLC 0.06% 6,110 $249K
16 XY Planning Network, Inc. 0.05% 8,396 $344K
17 Patriot Financial Group Insurance Agency, LLC 0.05% 21,320 $869K
18 Murphy & Mullick Capital Management Corp 0.05% 1,525 $62K
19 NORDEN GROUP LLC 0.04% 10,434 $425K
20 Bouchey Financial Group Ltd 0.03% 8,365 $350K
21 MBL Wealth, LLC 0.02% 8,000 $326K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 378,030 $15.4M
23 ELEVATION POINT WEALTH PARTNERS, LLC 0.02% 20,557 $838K
24 McKinley Carter Wealth Services, Inc. 0.02% 8,062 $329K
25 PARK AVENUE SECURITIES LLC 0.02% 53,379 $2K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 34% buying: Last quarter: 70 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 GJUL holders?

Smaller funds dominant — 10% AUM from top-100: 8 of 124 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GJUL?

Mixed — 28% long-term, 33% new: Of the 124 current holders: 35 (28%) held >2 years, 48 held 1–2 years, and 41 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.

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.