Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (JULM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — JULM

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their JULM 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 — 88% of 2.2Y peak

88% of all-time peak
35 funds currently hold this stock — 88% of the 2.2-year high of 40 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+30% 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.
🟠

More sellers than buyers — 48% buying

12 buying13 selling
Last quarter: 13 funds reduced or exited vs 12 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.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 6 → 0 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 17% entered in last year

■ 0% conviction (2yr+) ■ 83% medium ■ 17% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

1 → 15 → 6 → 0 → 4 new funds/Q
New funds entering each quarter: 15 → 6 → 0 → 4. 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 — 0% veterans, 34% new entrants

■ 0% veterans ■ 66% 1-2yr ■ 34% new
Of 35 current holders: 0 (0%) held 2+ years, 23 held 1–2 years, 12 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
6 of 35 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — JULM

In 2026 Q2, 12 hedge funds were net buyers of JULM (4 opened a new position, 8 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 35.

Hedge Fund Ownership: JULM

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

Market Analysis: JULM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JULM

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: JULM
35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 37 -5.41%
13F Shares 304K 342K -11.15%
Total Value $10M $11M -6.57%
New Positions 4 0 +4
Increased Positions 8 5 +3
Closed Positions 6 3 +3
Reduced Positions 7 12 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JULM

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Valuation Measures Data as of: --

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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 Q2)

35 + investors

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

QUARTER:
Top 25 JULM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ergawealth Advisors, Inc. 0.12% 8,858 $307K
2 Glen Eagle Advisors, LLC 0.11% 24,390 $844K
3 Financial Network Wealth Advisors LLC 0.08% 2,140 $74K
4 Madrona Financial Services, LLC 0.07% 11,162 $386K
5 Crusonia Wealth Advisors LLC 0.06% 10,820 $374K
6 Strategic Blueprint, LLC 0.04% 20,702 $716K
7 Norden Group LLC 0.03% 12,000 $415K
8 Foguth Wealth Management, LLC. 0.02% 5,890 $204K
9 Arete Wealth Advisors, LLC 0.01% 13,050 $452K
10 Clear Creek Financial Management, LLC 0.01% 6,059 $210K
11 Integrity Financial Corp /WA 0.01% 764 $26K
12 Mutual Advisors, LLC 0.01% 16,004 $554K
13 IFP Advisors, Inc 0.01% 13,120 $454K
14 Old Mission Capital LLC 0.01% 13,093 $453K
15 Gallagher Fiduciary Advisors, LLC 0.01% 5,881 $204K
16 Buck Wealth Strategies, LLC 0.00% 1,300 $45K
17 AE Wealth Management LLC 0.00% 9,502 $329K
18 Kestra Advisory Services, LLC 0.00% 12,148 $420K
19 Cresset Asset Management, LLC 0.00% 9,371 $324K
20 Geneos Wealth Management Inc. 0.00% 1,300 $45K
21 Harbour Investments, INC. 0.00% 1,845 $64K
22 Commonwealth Equity Services, LLC 0.00% 19,166 $663K
23 Mml Investors Services, LLC 0.00% 9,221 $319K
24 Cetera Investment Advisers 0.00% 10,950 $379K
25 Osaic Holdings, INC. 0.00% 2,228 $77K
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 (JULM)

What does the Smart Money Trend signal show for JULM?

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

More sellers than buyers — 48% buying: Last quarter: 13 funds reduced or exited vs 12 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 JULM holders?

Smaller funds dominant — 12% AUM from top-100: 6 of 35 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JULM?

Mostly new holders — 17% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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