Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XJAN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — XJAN

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XJAN 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
31 funds currently hold this stock — 91% of the 3.0-year high of 34 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XJAN is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 60% buying

18 buying12 selling
Last quarter: 18 funds were net buyers (5 opened a brand new position + 13 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 29% medium ■ 23% new
15 out of 31 hedge funds have held XJAN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

6 → 3 → 6 → 3 → 5 new funds/Q
New funds entering each quarter: 3 → 6 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 3% veterans, 26% new entrants

■ 3% veterans ■ 71% 1-2yr ■ 26% new
Of 31 current holders: 1 (3%) held 2+ years, 22 held 1–2 years, 8 (26%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — XJAN

In 2026 Q1, 18 hedge funds were net buyers of XJAN (5 opened a new position, 13 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 31.

Hedge Fund Ownership: XJAN

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

Market Analysis: XJAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XJAN

-- --

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

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

Signal Freshness measures how much XJAN 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 · 90d ago
XJAN
+5.8%
SPY
+12.4%

XJAN outperformed SPY by -6.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
XJAN
+0.5%
SPY
-1.1%

Since the filing became public, XJAN outperformed SPY by +1.6% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: XJAN
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 30 3.33%
13F Shares 704K 482K 46.02%
Total Value $25M $18M 43.21%
New Positions 5 3 +2
Increased Positions 13 2 +11
Closed Positions 4 6 -2
Reduced Positions 8 22 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJAN

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

31 + investors

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

QUARTER:
Top 25 XJAN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kraematon Investment Advisors, Inc 1.67% 56,835 $2.1M
2 LexAurum Advisors, LLC 0.36% 75,911 $2.7M
3 Sequent Planning LLC 0.33% 38,066 $1.4M
4 PFS Partners, LLC 0.16% 9,723 $351K
5 Arlington Capital Management, Inc. 0.16% 7,773 $281K
6 Diligent Investors, LLC 0.11% 11,900 $430K
7 Ashton Thomas Private Wealth, LLC 0.07% 82,213 $3.0M
8 LVZ, Inc. 0.04% 9,653 $349K
9 Harbour Investments, INC. 0.04% 65,066 $2.4M
10 Integrity Financial Corp /WA 0.03% 1,796 $65K
11 Advisory Services Network, LLC 0.03% 59,019 $2.1M
12 Arkadios Wealth Advisors 0.03% 44,852 $1.6M
13 Blue Bell Private Wealth Management, LLC 0.02% 3,348 $121K
14 Sigma Planning Corp 0.02% 16,031 $579K
15 Old Mission Capital LLC 0.01% 14,753 $533K
16 DHJJ Financial Advisors, Ltd. 0.01% 448 $16K
17 CreativeOne Wealth, LLC 0.01% 6,118 $221K
18 Orion Porfolio Solutions, LLC 0.00% 15,522 $561K
19 Capital Investment Advisory Services, LLC 0.00% 1,480 $53K
20 Kestra Advisory Services, LLC 0.00% 27,679 $1000K
21 Foundations Investment Advisors, LLC 0.00% 6,805 $246K
22 Osaic Holdings, INC. 0.00% 37,767 $1.4M
23 Commonwealth Equity Services, LLC 0.00% 33,602 $1.2M
24 Cetera Investment Advisers 0.00% 38,999 $1.4M
25 Mariner, LLC 0.00% 11,807 $427K
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 (XJAN)

What does the Smart Money Trend signal show for XJAN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XJAN 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 XJAN?

More buyers than sellers — 60% buying: Last quarter: 18 funds were net buyers (5 opened a brand new position + 13 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XJAN holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 31 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XJAN?

48% of holders stayed for 2+ years: 15 out of 31 hedge funds have held XJAN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, XJAN has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), XJAN has gained +5.8% vs +12.4% 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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