Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XJUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
27%

Smart Money Signals — XJUL

Based on 45 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XJUL 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 — 87% of 3.0Y peak

87% of all-time peak
45 funds currently hold this stock — 87% of the 3.0-year high of 52 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 27% buying

11 buying30 selling
Last quarter: 30 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 11 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 36% medium ■ 22% new
19 out of 45 hedge funds have held XJUL 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 — ~7 new funds/quarter

5 → 10 → 9 → 11 → 7 new funds/Q
New funds entering each quarter: 10 → 9 → 11 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 44% veterans vs 29% newcomers

■ 44% veterans ■ 27% 1-2yr ■ 29% new
Entry-cohort mix of 45 holders: 20 (44%) are 2+ year veterans, 12 entered 1–2 years ago, and 13 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
7 of 45 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — XJUL

In 2026 Q2, 11 hedge funds were net buyers of XJUL (7 opened a new position, 4 added to an existing one), while 30 reduced or exited (16 trimmed, 14 sold completely) — a 27% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 45.

Hedge Fund Ownership: XJUL

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

Market Analysis: XJUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XJUL

-- --

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 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: XJUL
44 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 44 52 -15.38%
13F Shares 766K 1M -31.92%
Total Value $31M $43M -28.27%
New Positions 6 11 -5
Increased Positions 4 8 -4
Closed Positions 14 3 +11
Reduced Positions 16 19 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJUL

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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)

44 + investors

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

QUARTER:
Top 25 XJUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crosspoint Financial, LLC 4.77% 51,200 $2.1M
2 Griffith & Werner, Inc. 0.56% 29,600 $1.2M
3 Diligent Investors, LLC 0.29% 31,987 $1.3M
4 Pitti Group Wealth Management, LLC 0.20% 6,815 $277K
5 PFS Partners, LLC 0.15% 9,293 $378K
6 Miramontes Capital, LLC 0.10% 7,799 $305K
7 Sequent Planning LLC 0.10% 11,750 $478K
8 Fsb Premier Wealth Management, INC. 0.07% 5,927 $241K
9 Silver Oak Securities, Incorporated 0.03% 13,952 $568K
10 Foguth Wealth Management, LLC. 0.03% 5,598 $228K
11 Keel Point, LLC 0.02% 9,636 $392K
12 World Investment Advisors 0.02% 32,649 $1.3M
13 CreativeOne Wealth, LLC 0.02% 20,694 $843K
14 DHJJ Financial Advisors, Ltd. 0.02% 1,519 $62K
15 Old Mission Capital LLC 0.02% 23,486 $956K
16 Guardian Wealth Advisors, LLC / Nc 0.01% 5,865 $239K
17 Triumph Capital Management 0.01% 1,600 $65K
18 IFP Advisors, Inc 0.01% 11,716 $477K
19 Summit Financial, LLC 0.01% 16,982 $691K
20 Kestra Advisory Services, LLC 0.01% 51,373 $2.1M
21 Chicago Partners Investment Group LLC 0.01% 7,450 $303K
22 Osaic Holdings, INC. 0.01% 122,929 $5.0M
23 Steward Partners Investment Advisory, LLC 0.00% 18,300 $745K
24 Commonwealth Equity Services, LLC 0.00% 57,038 $2.3M
25 Geneos Wealth Management Inc. 0.00% 3,300 $134K
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 (XJUL)

What does the Smart Money Trend signal show for XJUL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XJUL 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 XJUL?

Heavy selling pressure — only 27% buying: Last quarter: 30 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for XJUL holders?

Smaller funds dominant — 9% AUM from top-100: 7 of 45 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XJUL?

42% of holders stayed for 2+ years: 19 out of 45 hedge funds have held XJUL 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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