Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (XSEP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — XSEP

Based on 61 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XSEP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
61 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 — +5% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 35% buying

17 buying31 selling
Last quarter: 31 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 9 → 6. 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+) ■ 30% medium ■ 18% new
32 out of 61 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 — ~6 new funds/quarter

11 → 6 → 8 → 9 → 6 new funds/Q
New funds entering each quarter: 6 → 8 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 30% 1-2yr ■ 26% new
Of 61 current holders: 27 (44%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
7 of 61 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Hedge Fund Ownership: XSEP

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

Market Analysis: XSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSEP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: XSEP
2026 Q1 Stats Unlock in 15 days 61 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 61 63 -3.17%
13F Shares 2M 2M 6.6%
Total Value $75M $69M 8.75%
New Positions 6 9 -3
Increased Positions 11 10 +1
Closed Positions 8 5 +3
Reduced Positions 23 29 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSEP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

61 + investors

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

Top 25 institutional holders of XSEP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clear Point Advisors Inc. 0.70% 21,637 $906K
2 Noble Wealth Management PBC 0.67% 32,000 $1.3M
3 Diligent Investors, LLC 0.20% 19,502 $817K
4 WEALTHGARDEN F.S. LLC 0.17% 5,959 $250K
5 UPTICK PARTNERS, LLC 0.16% 18,795 $787K
6 Sequent Planning LLC 0.14% 14,131 $592K
7 PFS Partners, LLC 0.14% 7,349 $308K
8 Financial Guidance Group, Inc. 0.14% 8,200 $343K
9 QTR Family Wealth, LLC 0.12% 6,948 $300K
10 Chris Bulman Inc 0.12% 6,698 $281K
11 SageGuard Financial Group, LLC 0.07% 10,297 $431K
12 First Heartland Consultants, Inc. 0.05% 14,057 $589K
13 SILVER OAK SECURITIES, INCORPORATED 0.04% 13,568 $568K
14 Signal Advisors Wealth, LLC 0.04% 13,356 $559K
15 DHJJ Financial Advisors, Ltd. 0.03% 2,246 $94K
16 Kestra Advisory Services, LLC 0.03% 177,753 $7.4M
17 Octavia Wealth Advisors, LLC 0.02% 5,005 $210K
18 Mutual Advisors, LLC 0.02% 20,539 $860K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 310,718 $13.0M
20 Integrated Advisors Network LLC 0.01% 6,730 $282K
21 Simplicity Wealth,LLC 0.01% 5,739 $240K
22 MML INVESTORS SERVICES, LLC 0.01% 77,051 $3.2M
23 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% 9,225 $401K
24 IFP Advisors, Inc 0.01% 6,497 $272K
25 Brookstone Capital Management 0.00% 7,162 $300K
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?

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

Heavy selling pressure — only 35% buying: Last quarter: 31 funds sold vs only 17 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 — 11% AUM from top-100: 7 of 61 holders rank in the top 100 by AUM, but together hold only 11% 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: 32 out of 61 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.

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.