Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (XJUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — XJUN

Based on 73 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 XJUN 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 — 92% of 3.0Y peak

92% of all-time peak
73 funds currently hold this stock — 92% of the 3.0-year high of 79 funds (reached 2024 Q4). 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 XJUN is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 35% buying

25 buying47 selling
Last quarter: 47 funds sold vs only 25 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 12 → 12 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 22% new
38 out of 73 hedge funds have held XJUN 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.
📈

Growing discovery — still being found

11 → 6 → 12 → 12 → 13 new funds/Q
New funds entering each quarter: 6 → 12 → 12 → 13. A growing number of institutions are discovering XJUN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 25% newcomers

■ 51% veterans ■ 25% 1-2yr ■ 25% new
Entry-cohort mix of 73 holders: 37 (51%) are 2+ year veterans, 18 entered 1–2 years ago, and 18 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
6 of 73 holders rank in the top 100 by AUM, but together hold only 4% 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.

Institutional Sentiment Summary — XJUN

In 2026 Q2, 25 hedge funds were net buyers of XJUN (13 opened a new position, 12 added to an existing one), while 47 reduced or exited (31 trimmed, 16 sold completely) — a 35% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 73.

Hedge Fund Ownership: XJUN

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

Market Analysis: XJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XJUN

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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
0.8
/ 10
conviction
Hedge Fund Positioning: XJUN
71 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 76 -6.58%
13F Shares 2M 3M -12.95%
Total Value $96M $111M -13.25%
New Positions 11 12 -1
Increased Positions 12 10 +2
Closed Positions 16 8 +8
Reduced Positions 31 33 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XJUN

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Institutional Holders (2026 Q2)

71 + investors

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

QUARTER:
Top 25 XJUN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sequent Planning LLC 1.04% 109,970 $4.9M
2 Bullseye Investment Management, LLC 0.91% 41,504 $1.8M
3 Wealthgarden F.S. LLC 0.69% 27,223 $1.2M
4 Legacy Edge Advisors, LLC 0.67% 122,669 $5.0M
5 Pitti Group Wealth Management, LLC 0.39% 12,025 $534K
6 Miramontes Capital, LLC 0.29% 19,765 $849K
7 Benson Wealth Management INC 0.29% 6,383 $284K
8 1776 Wealth LLC 0.27% 17,431 $774K
9 QTR Family Wealth, LLC 0.26% 16,624 $739K
10 PFS Partners, LLC 0.18% 9,887 $439K
11 Diligent Investors, LLC 0.14% 14,420 $641K
12 Millington Financial Advisors, LLC 0.14% 7,968 $354K
13 Blue Bell Private Wealth Management, LLC 0.13% 23,011 $1.0M
14 Lakeridge Wealth Management LLC 0.10% 6,205 $276K
15 Integrity Financial Corp /WA 0.08% 3,681 $164K
16 Mutual Advisors, LLC 0.08% 92,180 $4.1M
17 Grant Street Asset Management, Inc. 0.08% 10,464 $465K
18 IMG Wealth Management, Inc. 0.07% 3,020 $134K
19 First Heartland Consultants, Inc. 0.07% 25,522 $1.1M
20 Castle Rock Wealth Management, LLC 0.07% 8,218 $365K
21 SageGuard Financial Group, LLC 0.06% 10,272 $456K
22 Cambridge Advisors Inc. 0.06% 8,045 $357K
23 DHJJ Financial Advisors, Ltd. 0.06% 4,615 $205K
24 REAP Financial Group, LLC 0.05% 7,234 $321K
25 Foguth Wealth Management, LLC. 0.04% 8,199 $364K
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 (XJUN)

What does the Smart Money Trend signal show for XJUN?

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

Heavy selling pressure — only 35% buying: Last quarter: 47 funds sold vs only 25 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 XJUN holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 73 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XJUN?

52% of holders stayed for 2+ years: 38 out of 73 hedge funds have held XJUN 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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