XSEP Hedge Fund Ownership (Q2 2026)

First Tr Exchng Traded Fd VI (XSEP)

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

Smart Money Signals — XSEP

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added XSEP 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

69 hedge funds hold XSEP right now — the highest count in 3.0 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 — +13% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🔴

Heavy selling pressure — only 39% buying

20 buying31 selling

Last quarter: 31 funds sold vs only 20 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: 9 → 7 → 9 → 9. 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+) ■ 25% medium ■ 23% new

36 out of 69 hedge funds have held XSEP 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 — ~9 new funds/quarter

9 → 9 → 7 → 9 → 9 new funds/Q

New funds entering each quarter: 9 → 7 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 52% veterans vs 30% newcomers

■ 52% veterans ■ 17% 1-2yr ■ 30% new

Entry-cohort mix of 69 holders: 36 (52%) are 2+ year veterans, 12 entered 1–2 years ago, and 21 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds

7 of 69 holders rank in the top 100 by AUM, but together hold only 19% 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	69	66	4.55%
13F Shares	2M	2M	8.69%
Total Value	$89M	$77M	15.97%
New Positions	9	9	-
Increased Positions	11	11	-
Closed Positions	6	7	-1
Reduced Positions	25	25	-
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

4.55%

13F Shares

8.69%

Total Value

$89M

$77M

15.97%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:

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

Top 25 XSEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kraematon Investment Advisors, Inc	1.37%	41,417	$1.8M
2	Benson Wealth Management INC	0.71%	15,849	$704K
3	Crosspoint Financial, LLC	0.62%	6,100	$271K
4	Noble Wealth Management PBC	0.50%	24,928	$1.1M
5	VestGen Investment Management	0.39%	16,767	$745K
6	Millington Financial Advisors, LLC	0.29%	16,493	$734K
7	Blackhawk Capital Partners, LLC	0.25%	17,470	$776K
8	Diligent Investors, LLC	0.19%	19,497	$866K
9	IMG Wealth Management, Inc.	0.17%	6,755	$300K
10	Wealthgarden F.S. LLC	0.15%	5,959	$265K
11	Financial Guidance Group, Inc.	0.14%	8,200	$364K
12	PFS Partners, LLC	0.13%	7,349	$326K
13	Sequent Planning LLC	0.12%	12,352	$548K
14	Uptick Partners, LLC	0.11%	16,387	$728K
15	QTR Family Wealth, LLC	0.11%	6,948	$309K
16	Chris Bulman Inc	0.10%	6,393	$284K
17	Integrity Financial Corp /WA	0.10%	4,705	$209K
18	SageGuard Financial Group, LLC	0.06%	10,077	$447K
19	Blue Bell Private Wealth Management, LLC	0.06%	10,839	$481K
20	LifeWealth Investments, LLC	0.05%	4,575	$203K
21	Signal Advisors Wealth, LLC	0.05%	23,989	$1.1M
22	First Heartland Consultants, Inc.	0.04%	13,077	$581K
23	Cambridge Advisors Inc.	0.04%	4,775	$212K
24	Silver Oak Securities, Incorporated	0.04%	13,368	$594K
25	Grant Street Asset Management, Inc.	0.04%	4,940	$219K

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 (XSEP)

What does the Smart Money Trend signal show for XSEP?

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

Heavy selling pressure — only 39% buying: Last quarter: 31 funds sold vs only 20 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 XSEP holders?

Smaller funds dominant — 19% AUM from top-100: 7 of 69 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XSEP?

52% of holders stayed for 2+ years: 36 out of 69 hedge funds have held XSEP 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.

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First Tr Exchng Traded Fd VI (XSEP)

Smart Money Signals — XSEP

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Heavy selling pressure — only 39% buying

Steady new buyers — ~9 new funds per quarter

52% of holders stayed for 2+ years

Steady discovery — ~9 new funds/quarter

Veteran-anchored — 52% veterans vs 30% newcomers

Smaller funds dominant — 19% AUM from top-100

Institutional Sentiment Summary — XSEP

Hedge Fund Ownership: XSEP

Market Analysis: XSEP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XSEP

Hedge Fund Positioning: XSEP

Statistics: XSEP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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