Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XJAN)

33 + 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
↑ +2
Streak
2Q ▲
Buyers last Q
41%

Smart Money Signals — XJAN

Based on 33 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 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
33 hedge funds hold XJAN 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 — +14% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 41% buying

12 buying17 selling
Last quarter: 17 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 — ~6 new funds per quarter

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

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 18% medium ■ 27% new
18 out of 33 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 — ~6 new funds/quarter

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

Veteran-anchored — 52% veterans vs 27% newcomers

■ 52% veterans ■ 21% 1-2yr ■ 27% new
Entry-cohort mix of 33 holders: 17 (52%) are 2+ year veterans, 7 entered 1–2 years ago, and 9 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
5 of 33 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — XJAN

In 2026 Q2, 12 hedge funds were net buyers of XJAN (6 opened a new position, 6 added to an existing one), while 17 reduced or exited (13 trimmed, 4 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 33.

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

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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
0.2
/ 10
conviction
Hedge Fund Positioning: XJAN
33 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 33 31 6.45%
13F Shares 616K 704K -12.54%
Total Value $24M $25M -7.02%
New Positions 6 5 +1
Increased Positions 6 13 -7
Closed Positions 4 4 -
Reduced Positions 13 8 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJAN

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Institutional Holders (2026 Q2)

33 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kraematon Investment Advisors, Inc 1.46% 51,115 $2.0M
2 LexAurum Advisors, LLC 0.34% 75,837 $2.9M
3 Sequent Planning LLC 0.26% 31,870 $1.2M
4 PFS Partners, LLC 0.14% 9,005 $346K
5 Diligent Investors, LLC 0.10% 11,900 $457K
6 Ashton Thomas Private Wealth, LLC 0.07% 83,010 $3.2M
7 LVZ, Inc. 0.04% 9,653 $371K
8 Arkadios Wealth Advisors 0.02% 38,789 $1.5M
9 Old Mission Capital LLC 0.02% 31,845 $1.2M
10 Blue Bell Private Wealth Management, LLC 0.02% 3,348 $129K
11 Sigma Planning Corp 0.02% 16,031 $616K
12 Private Advisory Group LLC 0.01% 6,746 $259K
13 Integrity Financial Corp /WA 0.01% 656 $25K
14 DHJJ Financial Advisors, Ltd. 0.00% 448 $17K
15 Harbour Investments, INC. 0.00% 8,704 $334K
16 Capital Investment Advisory Services, LLC 0.00% 1,480 $57K
17 Kestra Advisory Services, LLC 0.00% 27,048 $1.0M
18 Arax Advisory Partners 0.00% 12,765 $490K
19 Foundations Investment Advisors, LLC 0.00% 6,579 $253K
20 Osaic Holdings, INC. 0.00% 35,105 $1.3M
21 Commonwealth Equity Services, LLC 0.00% 32,521 $1.2M
22 Cetera Investment Advisers 0.00% 39,260 $1.5M
23 Mariner, LLC 0.00% 11,974 $460K
24 Mml Investors Services, LLC 0.00% 6,120 $235K
25 Smartleaf Asset Management LLC 0.00% 310 $12K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 sellers than buyers — 41% buying: Last quarter: 17 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 XJAN holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 33 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?

55% of holders stayed for 2+ years: 18 out of 33 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.

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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