Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (YJUN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
25%

Smart Money Signals — YJUN

Based on 68 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 YJUN 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 — 94% of 3.0Y peak

94% of all-time peak
68 funds currently hold this stock — 94% of the 3.0-year high of 72 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

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

fund count last 6Q
+11 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.
🔴

Heavy selling pressure — only 25% buying

14 buying41 selling
Last quarter: 41 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 10 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 38% medium ■ 12% new
34 out of 68 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.
⚠️

Saturation — most institutions already know this story

4 → 19 → 10 → 7 → 5 new funds/Q
New funds entering each quarter: 19 → 10 → 7 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 54% veterans vs 24% newcomers

■ 54% veterans ■ 22% 1-2yr ■ 24% new
Entry-cohort mix of 68 holders: 37 (54%) are 2+ year veterans, 15 entered 1–2 years ago, and 16 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
6 of 68 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Institutional Sentiment Summary — YJUN

In 2026 Q1, 14 hedge funds were net buyers of YJUN (5 opened a new position, 9 added to an existing one), while 41 reduced or exited (32 trimmed, 9 sold completely) — a 25% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 68.

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

-- --

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

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

Signal Freshness measures how much YJUN has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
YJUN
+4.5%
SPY
+13.9%

YJUN outperformed SPY by -9.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
YJUN
+1.2%
SPY
+0.2%

Since the filing became public, YJUN outperformed SPY by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: YJUN
67 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 67 72 -6.94%
13F Shares 3M 5M -27.17%
Total Value $81M $119M -31.74%
New Positions 5 7 -2
Increased Positions 9 12 -3
Closed Positions 10 7 +3
Reduced Positions 31 32 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YJUN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

67 + investors

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

QUARTER:
Top 25 YJUN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 1.63% 165,156 $4.3M
2 Wealthgarden F.S. LLC 0.64% 36,594 $942K
3 Grant Street Asset Management, Inc. 0.60% 120,239 $3.1M
4 Secured Retirement Advisors, LLC 0.45% 31,182 $803K
5 BFI Wealth Solutions, LLC 0.31% 12,439 $324K
6 Clear Point Advisors Inc. 0.26% 13,080 $337K
7 Winnow Wealth LLC 0.24% 12,219 $315K
8 Nvest Financial, LLC 0.18% 18,692 $481K
9 Cypress Wealth Services, LLC 0.17% 47,519 $1.2M
10 Ignite Planners, LLC 0.17% 42,957 $1.1M
11 Integrity Financial Corp /WA 0.16% 12,151 $313K
12 Silver Oak Securities, Incorporated 0.13% 70,355 $1.8M
13 Fortress Private Ledger, LLC 0.11% 13,321 $343K
14 SOA Wealth Advisors, LLC. 0.11% 22,036 $567K
15 DHJJ Financial Advisors, Ltd. 0.10% 12,042 $310K
16 Diligent Investors, LLC 0.07% 10,400 $268K
17 Clear Creek Financial Management, LLC 0.06% 32,628 $840K
18 NorthCrest Asset Manangement, LLC 0.03% 35,090 $907K
19 Anfield Capital Management, LLC 0.03% 3,682 $95K
20 IFP Advisors, Inc 0.03% 47,839 $1.2M
21 Fairman Group, LLC 0.02% 1,091 $28K
22 Pinnacle Wealth Planning Services, Inc. 0.02% 8,950 $230K
23 Commonwealth Equity Services, LLC 0.02% 567,728 $14.6M
24 Visionary Wealth Advisors 0.02% 17,908 $461K
25 Kingswood Wealth Advisors, LLC 0.02% 16,455 $424K
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?

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

Heavy selling pressure — only 25% buying: Last quarter: 41 funds sold vs only 14 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 — 4% AUM from top-100: 6 of 68 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held YJUN?

50% of holders stayed for 2+ years: 34 out of 68 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.

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

As of today, YJUN has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), YJUN has gained +4.5% vs +13.9% 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.

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.

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