Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TR EXCHNG TRADED FD VI (YJUN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
32%

Smart Money Signals — YJUN

Based on 70 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
70 hedge funds hold YJUN 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 — +11% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 32% buying

18 buying39 selling
Last quarter: 39 funds sold vs only 18 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 18 → 9 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

47% conviction (2yr+) 27% medium 26% new
33 out of 70 hedge funds have held YJUN 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.
📊

Peak discovery — momentum slowing

13 → 4 → 18 → 9 → 7 new funds/Q
New funds entering each quarter: 4 → 18 → 9 → 7. YJUN is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 46% of holders stayed 2+ years

46% veterans 24% 1-2yr 30% new
Of 70 current holders: 32 (46%) 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 — 1% AUM from top-100

1% from top-100 AUM funds
5 of 70 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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: YJUN

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

Market Analysis: YJUN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YJUN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: YJUN
2026 Q1 Stats Unlock in 18 days 70 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 70 70 -
13F Shares 5M 5M -7.34%
Total Value $118M $125M -5.15%
New Positions 7 9 -2
Increased Positions 11 25 -14
Closed Positions 7 5 +2
Reduced Positions 32 25 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YJUN

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Institutional Holders (2026 Q1)

70 + investors

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

Top 25 institutional holders of YJUN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 1.63% 165,156 $4.3M
2 SECURED RETIREMENT ADVISORS, LLC 0.45% 31,182 $803K
3 Clear Point Advisors Inc. 0.26% 13,080 $337K
4 Nvest Financial, LLC 0.18% 18,692 $481K
5 Cypress Wealth Services, LLC 0.17% 47,519 $1.2M
6 Ignite Planners, LLC 0.17% 42,957 $1.1M
7 SILVER OAK SECURITIES, INCORPORATED 0.13% 70,355 $1.8M
8 DHJJ Financial Advisors, Ltd. 0.10% 12,042 $310K
9 Diligent Investors, LLC 0.07% 10,400 $268K
10 Clear Creek Financial Management, LLC 0.06% 32,628 $840K
11 NorthCrest Asset Manangement, LLC 0.03% 35,090 $907K
12 IFP Advisors, Inc 0.03% 47,839 $1.2M
13 Fairman Group, LLC 0.02% 1,091 $28K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 567,728 $14.6M
15 KINGSWOOD WEALTH ADVISORS, LLC 0.02% 16,455 $424K
16 Noble Wealth Management PBC 0.01% 898 $23K
17 Cambridge Investment Research Advisors, Inc. 0.01% 143,700 $4K
18 OPPENHEIMER & CO INC 0.01% 28,480 $733K
19 Decker Retirement Planning Inc. 0.01% 614 $16K
20 Kestra Advisory Services, LLC 0.01% 63,677 $1.6M
21 Prospera Financial Services Inc 0.01% 13,181 $339K
22 PARK AVENUE SECURITIES LLC 0.00% 17,168
23 Farther Finance Advisors, LLC 0.00% 6,585 $171K
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 727 $19K
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 45,796 $277K
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 (YJUN)

What does the Smart Money Trend signal show for YJUN?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for YJUN?

Heavy selling pressure — only 32% buying: Last quarter: 39 funds sold vs only 18 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 YJUN holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 70 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YJUN?

47% of holders stayed for 2+ years: 33 out of 70 hedge funds have held YJUN 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.