First Tr Exchng Traded Fd VI (XOCT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, XOCT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XOCT gained nan% vs +15.1% 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.

First Tr Exchng Traded Fd VI (XOCT)

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

Smart Money Signals — XOCT

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their XOCT 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 — 90% of 2.5Y peak

90% of all-time peak

35 funds currently hold this stock — 90% of the 2.5-year high of 39 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+2 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🔴

Heavy selling pressure — only 30% buying

8 buying19 selling

Last quarter: 19 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 8 → 7 → 11 → 1. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 26% entered in last year

■ 23% conviction (2yr+) ■ 51% medium ■ 26% new

Only 8 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

5 → 8 → 7 → 11 → 1 new funds/Q

New funds entering each quarter: 8 → 7 → 11 → 1. XOCT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 26% veterans, 34% new entrants

■ 26% veterans ■ 40% 1-2yr ■ 34% new

Of 35 current holders: 9 (26%) held 2+ years, 14 held 1–2 years, 12 (34%) 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

5 of 35 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.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	35	39	-10.26%
13F Shares	2M	2M	-18.08%
Total Value	$69M	$84M	-18.29%
New Positions	1	11	-10
Increased Positions	7	11	-4
Closed Positions	5	6	-1
Reduced Positions	14	11	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-10.26%

13F Shares

-18.08%

Total Value

$69M

$84M

-18.29%

New Positions

-10

Increased Positions

-4

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

35 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XOCT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sequent Planning LLC	4.10%	454,609	$16.9M
2	Bouchey Financial Group Ltd	2.14%	766,568	$29.2M
3	Financial Guidance Group, Inc.	1.28%	85,664	$3.2M
4	Crosspoint Financial, LLC	0.90%	9,604	$358K
5	Secured Retirement Advisors, LLC	0.68%	32,432	$1.2M
6	Van Diest Capital, LLC	0.36%	12,371	$461K
7	Diligent Investors, LLC	0.26%	28,043	$1.0M
8	PFS Partners, LLC	0.20%	11,796	$440K
9	Arlington Capital Management, Inc.	0.15%	6,956	$259K
10	Ignite Planners, LLC	0.08%	14,444	$538K
11	Beacon Financial Advisory LLC	0.08%	9,730	$363K
12	IMG Wealth Management, Inc.	0.07%	2,841	$106K
13	LVZ, Inc.	0.04%	9,000	$335K
14	DHJJ Financial Advisors, Ltd.	0.03%	2,188	$82K
15	Old Mission Capital LLC	0.03%	43,861	$1.6M
16	Aptus Capital Advisors, LLC	0.03%	85,664	$3.2M
17	Sovran Advisors, LLC	0.02%	6,764	$263K
18	Harbour Investments, INC.	0.01%	25,123	$936K
19	Ashton Thomas Private Wealth, LLC	0.01%	13,756	$513K
20	Kestra Advisory Services, LLC	0.01%	71,719	$2.7M
21	HBK Sorce Advisory LLC	0.01%	8,772	$343K
22	AE Wealth Management LLC	0.00%	7,711	$287K
23	Osaic Holdings, INC.	0.00%	24,571	$916K
24	Commonwealth Equity Services, LLC	0.00%	21,557	$803K
25	Cetera Investment Advisers	0.00%	18,106	$675K

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 (XOCT)

What does the Smart Money Trend signal show for XOCT?

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

Heavy selling pressure — only 30% buying: Last quarter: 19 funds sold vs only 8 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 XOCT holders?

Smaller funds dominant — 3% AUM from top-100: 5 of 35 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 XOCT?

Mostly new holders — 26% entered in last year: Only 8 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, XOCT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XOCT has gained nan% vs +15.1% 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.

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First Tr Exchng Traded Fd VI (XOCT)

Smart Money Signals — XOCT

Selling streak — 1 quarter in a row

High ownership — 90% of 2.5Y peak

Steady growth — +6% more funds vs a year ago

Heavy selling pressure — only 30% buying

Fewer new buyers each quarter (-10 vs last Q)

Mostly new holders — 26% entered in last year

Peak discovery — momentum slowing

Mixed cohorts — 26% veterans, 34% new entrants

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — XOCT

Hedge Fund Ownership: XOCT

Market Analysis: XOCT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XOCT

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

Hedge Fund Positioning: XOCT

Statistics: XOCT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (XOCT)

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