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

FIRST TR EXCHNG TRADED FD VI (XJUL)

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

Smart Money Signals — XJUL

Based on 44 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 XJUL 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

44 hedge funds hold XJUL right now — the highest count in 2.5 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding XJUL is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🔴

Heavy selling pressure — only 39% buying

15 buying23 selling

Last quarter: 23 funds sold vs only 15 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 5 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 30% long-term, 16% new

■ 30% conviction (2yr+) ■ 55% medium ■ 16% new

Of the 44 current holders: 13 (30%) held >2 years, 24 held 1–2 years, and 7 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 — ~9 new funds/quarter

11 → 3 → 5 → 10 → 9 new funds/Q

New funds entering each quarter: 3 → 5 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 32% veterans, 30% new entrants

■ 32% veterans ■ 39% 1-2yr ■ 30% new

Of 44 current holders: 14 (32%) held 2+ years, 17 held 1–2 years, 13 (30%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds

7 of 44 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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	44	39	12.82%
13F Shares	927K	906K	2.29%
Total Value	$36M	$35M	4.24%
New Positions	9	10	-1
Increased Positions	6	12	-6
Closed Positions	4	9	-5
Reduced Positions	19	10	+9
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

12.82%

13F Shares

927K

906K

2.29%

Total Value

$36M

$35M

4.24%

New Positions

-1

Increased Positions

-6

Closed Positions

-5

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

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.

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

Top 16 institutional holders of XJUL — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Griffith & Werner, Inc.	0.57%	29,600	$1.2M
2	Diligent Investors, LLC	0.34%	35,737	$1.4M
3	Aurora Private Wealth, Inc.	0.24%	8,457	—
4	PFS Partners, LLC	0.17%	9,549	$371K
5	Arlington Capital Management, Inc.	0.15%	6,902	$268K
6	Sequent Planning LLC	0.13%	13,726	$534K
7	SILVER OAK SECURITIES, INCORPORATED	0.06%	21,959	$854K
8	Signal Advisors Wealth, LLC	0.05%	20,119	$782K
9	Bouchey Financial Group Ltd	0.03%	10,287	$408K
10	World Investment Advisors	0.02%	34,295	$1.3M
11	DHJJ Financial Advisors, Ltd.	0.02%	1,519	$59K
12	Patriot Financial Group Insurance Agency, LLC	0.02%	7,676	$299K
13	Kestra Advisory Services, LLC	0.01%	57,883	$2.3M
14	IFP Advisors, Inc	0.00%	5,858	$228K
15	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	57,038	$2.2M
16	Envestnet Portfolio Solutions, Inc.	0.00%	5,315	$207K

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?

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

Heavy selling pressure — only 39% buying: Last quarter: 23 funds sold vs only 15 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 — 7% AUM from top-100: 7 of 44 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XJUL?

Mixed — 30% long-term, 16% new: Of the 44 current holders: 13 (30%) held >2 years, 24 held 1–2 years, and 7 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.

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FIRST TR EXCHNG TRADED FD VI (XJUL)

Smart Money Signals — XJUL

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Heavy selling pressure — only 39% buying

Steady new buyers — ~9 new funds per quarter

Mixed — 30% long-term, 16% new

Steady discovery — ~9 new funds/quarter

Mixed cohorts — 32% veterans, 30% new entrants

Smaller funds dominant — 7% AUM from top-100

Hedge Fund Ownership: XJUL

Market Analysis: XJUL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XJUL

Hedge Fund Positioning: XJUL

Statistics: XJUL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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