Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XIDE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — XIDE

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added XIDE 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
29 hedge funds hold XIDE 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 — +7% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

13 buying11 selling
Last quarter: 13 funds bought or added vs 11 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.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 21% new

■ 31% conviction (2yr+) ■ 48% medium ■ 21% new
Of the 29 current holders: 9 (31%) held >2 years, 14 held 1–2 years, and 6 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.
➡️

Steady discovery — ~5 new funds/quarter

8 → 2 → 4 → 4 → 5 new funds/Q
New funds entering each quarter: 2 → 4 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 41% new entrants

■ 34% veterans ■ 24% 1-2yr ■ 41% new
Of 29 current holders: 10 (34%) held 2+ years, 7 held 1–2 years, 12 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
3 of 29 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — XIDE

In 2026 Q2, 13 hedge funds were net buyers of XIDE (5 opened a new position, 8 added to an existing one), while 11 reduced or exited (9 trimmed, 2 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 29.

Hedge Fund Ownership: XIDE

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

Market Analysis: XIDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XIDE

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

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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
0.2
/ 10
conviction
Hedge Fund Positioning: XIDE
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 26 11.54%
13F Shares 653K 659K -0.99%
Total Value $20M $20M 1.3%
New Positions 5 4 +1
Increased Positions 8 10 -2
Closed Positions 2 3 -1
Reduced Positions 9 8 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XIDE

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 XIDE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Accel Wealth Management 0.33% 47,889 $1.5M
2 Advisory Resource Group 0.31% 68,886 $2.1M
3 Uptick Partners, LLC 0.13% 26,543 $807K
4 QTR Family Wealth, LLC 0.11% 10,378 $315K
5 Sequent Planning LLC 0.08% 13,027 $396K
6 Fsb Premier Wealth Management, INC. 0.08% 9,530 $290K
7 World Equity Group, INC. 0.06% 8,966 $272K
8 Keystone Wealth Services, LLC 0.04% 7,280 $221K
9 Stephens Inc /Ar/ 0.03% 100,920 $3.1M
10 Harbour Investments, INC. 0.03% 80,243 $2.4M
11 LVZ, Inc. 0.03% 8,288 $252K
12 Summit Wealth Group LLC / Co 0.02% 7,501 $228K
13 Triad Wealth Partners, LLC 0.01% 8,373 $254K
14 Focus Financial Network, Inc. 0.01% 13,546 $412K
15 OneDigital Investment Advisors LLC 0.01% 27,377 $832K
16 Cary Street Partners Financial LLC 0.01% 8,317 $253K
17 Kestra Advisory Services, LLC 0.00% 22,135 $673K
18 Rockefeller Capital Management L.P. 0.00% 19,477 $592K
19 Mariner, LLC 0.00% 24,658 $749K
20 Cetera Investment Advisers 0.00% 24,729 $751K
21 Commonwealth Equity Services, LLC 0.00% 14,709 $447K
22 Ashton Thomas Private Wealth, LLC 0.00% 860 $26K
23 Susquehanna International Group, LLP 0.00% 81,607 $2.5M
24 Envestnet Asset Management Inc 0.00% 14,567 $443K
25 Global Retirement Partners, LLC 0.00% 127 $4K
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 (XIDE)

What does the Smart Money Trend signal show for XIDE?

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

Slight buying edge — 54% buying: Last quarter: 13 funds bought or added vs 11 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 XIDE holders?

Smaller funds dominant — 2% AUM from top-100: 3 of 29 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XIDE?

Mixed — 31% long-term, 21% new: Of the 29 current holders: 9 (31%) held >2 years, 14 held 1–2 years, and 6 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.

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