XOCT Hedge Fund Ownership (Q2 2026)

First Tr Exchng Traded Fd VI (XOCT)

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

Smart Money Signals — XOCT

Based on 44 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added XOCT 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 XOCT right now — the highest count in 2.8 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 — +19% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 53% buying

20 buying18 selling

Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new XOCT position: 7 → 11 → 1 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 25% long-term, 36% new

■ 25% conviction (2yr+) ■ 39% medium ■ 36% new

Of the 44 current holders: 11 (25%) held >2 years, 17 held 1–2 years, and 16 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.

📊

Peak discovery — momentum slowing

8 → 7 → 11 → 1 → 13 new funds/Q

New funds entering each quarter: 7 → 11 → 1 → 13. 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 — 30% veterans, 36% new entrants

■ 30% veterans ■ 34% 1-2yr ■ 36% new

Of 44 current holders: 13 (30%) held 2+ years, 15 held 1–2 years, 16 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds

5 of 44 holders rank in the top 100 by AUM, but together hold only 16% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	43	35	22.86%
13F Shares	1M	2M	-27.49%
Total Value	$52M	$69M	-23.86%
New Positions	12	1	+11
Increased Positions	7	7	-
Closed Positions	4	5	-1
Reduced Positions	14	14	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

22.86%

13F Shares

-27.49%

Total Value

$52M

$69M

-23.86%

New Positions

+11

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

43 + 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 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sequent Planning LLC	1.76%	208,561	$8.2M
2	Financial Guidance Group, Inc.	1.26%	85,082	$3.4M
3	Crosspoint Financial, LLC	0.87%	9,604	$379K
4	Secured Retirement Advisors, LLC	0.67%	33,093	$1.3M
5	Van Diest Capital, LLC	0.44%	12,371	$489K
6	Diligent Investors, LLC	0.24%	27,018	$1.1M
7	PFS Partners, LLC	0.19%	11,796	$466K
8	Bullseye Investment Management, LLC	0.17%	8,945	$353K
9	Arlington Capital Management, Inc.	0.17%	6,935	$274K
10	Old Mission Capital LLC	0.13%	201,201	$7.9M
11	Ignite Planners, LLC	0.08%	14,289	$564K
12	Beacon Financial Advisory LLC	0.08%	9,730	$384K
13	IMG Wealth Management, Inc.	0.06%	2,841	$112K
14	Signal Advisors Wealth, LLC	0.05%	24,469	$967K
15	LVZ, Inc.	0.04%	9,000	$356K
16	Bouchey Financial Group, Ltd.	0.03%	12,403	$490K
17	Aptus Capital Advisors, LLC	0.02%	85,082	$3.4M
18	DHJJ Financial Advisors, Ltd.	0.02%	2,018	$80K
19	Sovran Advisors, LLC	0.02%	6,764	$268K
20	CreativeOne Wealth, LLC	0.01%	14,375	$568K
21	Harbour Investments, INC.	0.01%	21,419	$846K
22	Ashton Thomas Private Wealth, LLC	0.01%	13,756	$543K
23	Kestra Advisory Services, LLC	0.01%	67,963	$2.7M
24	Gallagher Fiduciary Advisors, LLC	0.01%	6,469	$256K
25	HBK Sorce Advisory LLC	0.01%	7,580	$303K

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XOCT 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 XOCT?

Slight buying edge — 53% buying: Last quarter: 20 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XOCT holders?

Smaller funds dominant — 16% AUM from top-100: 5 of 44 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XOCT?

Mixed — 25% long-term, 36% new: Of the 44 current holders: 11 (25%) held >2 years, 17 held 1–2 years, and 16 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 (XOCT)

Smart Money Signals — XOCT

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

Slight buying edge — 53% buying

More new buyers each quarter (+12 vs last Q)

Mixed — 25% long-term, 36% new

Peak discovery — momentum slowing

Mixed cohorts — 30% veterans, 36% new entrants

Smaller funds dominant — 16% 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

Hedge Fund Positioning: XOCT

Statistics: XOCT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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