FIRST TR EXCHNG TRADED FD VI (JULM): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FIRST TR EXCHNG TRADED FD VI (JULM)

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

Smart Money Signals — JULM

Based on 39 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added JULM 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

39 hedge funds hold JULM right now — the highest count in 1.8 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 — +39% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+39% 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.

🟡

Slight buying edge — 52% buying

15 buying14 selling

Last quarter: 15 funds bought or added vs 14 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.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 3 → 1 → 15 → 6. 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.

🔄

Mostly new holders — 41% entered in last year

■ 0% conviction (2yr+) ■ 59% medium ■ 41% 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.

➡️

Steady discovery — ~6 new funds/quarter

5 → 3 → 1 → 15 → 6 new funds/Q

New funds entering each quarter: 3 → 1 → 15 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 3% veterans, 54% new entrants

■ 3% veterans ■ 44% 1-2yr ■ 54% new

Of 39 current holders: 1 (3%) held 2+ years, 17 held 1–2 years, 21 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

6 of 39 holders rank in the top 100 by AUM, but together hold only 11% 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	39	36	8.33%
13F Shares	399K	380K	5.18%
Total Value	$13M	$13M	6.42%
New Positions	6	15	-9
Increased Positions	9	7	+2
Closed Positions	3	5	-2
Reduced Positions	11	3	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

8.33%

13F Shares

399K

380K

5.18%

Total Value

$13M

6.42%

New Positions

-9

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

39 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 11 institutional holders of JULM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ergawealth Advisors, Inc.	0.13%	8,858	$297K
2	Madrona Financial Services, LLC	0.08%	11,162	$375K
3	NORDEN GROUP LLC	0.04%	12,000	$403K
4	Strategic Blueprint, LLC	0.04%	19,538	$656K
5	Clear Creek Financial Management, LLC	0.03%	10,045	$337K
6	IFP Advisors, Inc	0.00%	6,560	$220K
7	DHJJ Financial Advisors, Ltd.	0.00%	370	$12K
8	Kestra Advisory Services, LLC	0.00%	12,148	$408K
9	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	18,206	$611K
10	CX Institutional	0.00%	713	—
11	Cambridge Investment Research Advisors, Inc.	0.00%	7,048	—

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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JULM 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 JULM?

Slight buying edge — 52% buying: Last quarter: 15 funds bought or added vs 14 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 JULM holders?

Smaller funds dominant — 11% AUM from top-100: 6 of 39 holders rank in the top 100 by AUM, but together hold only 11% 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 — 41% 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.

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FIRST TR EXCHNG TRADED FD VI (JULM)

Smart Money Signals — JULM

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +39% more funds vs a year ago

Slight buying edge — 52% buying

Fewer new buyers each quarter (-9 vs last Q)

Mostly new holders — 41% entered in last year

Steady discovery — ~6 new funds/quarter

Mixed cohorts — 3% veterans, 54% new entrants

Smaller funds dominant — 11% AUM from top-100

Hedge Fund Ownership: JULM

Market Analysis: JULM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JULM

Hedge Fund Positioning: JULM

Statistics: JULM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FIRST TR EXCHNG TRADED FD VI (JULM)

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