Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (YJUN)

68 + 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
→ 0
Streak
1Q —
Buyers last Q
43%

Smart Money Signals — YJUN

Based on 68 hedge funds · latest filing: 2026 Q2 · 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
68 funds currently hold this stock — 93% of the 3.0-year high of 73 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding YJUN is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

29 buying38 selling
Last quarter: 38 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new YJUN position: 11 → 7 → 5 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 31% medium ■ 19% 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.
➡️

Steady discovery — ~11 new funds/quarter

19 → 11 → 7 → 5 → 11 new funds/Q
New funds entering each quarter: 11 → 7 → 5 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 32% newcomers

■ 49% veterans ■ 19% 1-2yr ■ 32% new
Entry-cohort mix of 68 holders: 33 (49%) are 2+ year veterans, 13 entered 1–2 years ago, and 22 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
5 of 68 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 29 hedge funds were net buyers of YJUN (11 opened a new position, 18 added to an existing one), while 38 reduced or exited (27 trimmed, 11 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). 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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: YJUN
2026 Q3 Stats Unlock in 5 days 68 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 68 68 -
13F Shares 3M 3M -23.68%
Total Value $67M $81M -17.3%
New Positions 11 5 +6
Increased Positions 18 9 +9
Closed Positions 11 10 +1
Reduced Positions 27 32 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YJUN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q3)

68 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 YJUN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 1.40% 160,652 $4.3M
2 Wealthgarden F.S. LLC 0.57% 37,522 $1.0M
3 Grant Street Asset Management, Inc. 0.49% 111,846 $3.0M
4 Secured Retirement Advisors, LLC 0.37% 26,986 $725K
5 BFI Wealth Solutions, LLC 0.26% 13,916 $374K
6 Winnacle Wealth LLC 0.19% 10,699 $287K
7 Ignite Planners, LLC 0.16% 44,787 $1.2M
8 Cypress Wealth Services, LLC 0.15% 47,519 $1.3M
9 Diligent Investors, LLC 0.13% 22,400 $602K
10 Grantvest Financial Group LLC 0.13% 8,368 $225K
11 Silver Oak Securities, Incorporated 0.13% 63,750 $1.7M
12 Nvest Financial, LLC 0.12% 15,106 $406K
13 DHJJ Financial Advisors, Ltd. 0.12% 15,520 $417K
14 SOA Wealth Advisors, LLC. 0.10% 21,516 $578K
15 Luken Investment Analytics, LLC 0.09% 9,648 $259K
16 Csenge Advisory Group 0.08% 72,005 $1.9M
17 NorthCrest Asset Manangement, LLC 0.02% 39,564 $1.1M
18 Pinnacle Wealth Planning Services, Inc. 0.02% 8,700 $234K
19 Fairman Group, LLC 0.02% 1,091 $29K
20 IFP Advisors, Inc 0.02% 43,253 $1.2M
21 Visionary Wealth Advisors 0.02% 17,908 $481K
22 Noble Wealth Management PBC 0.02% 1,348 $36K
23 Kingswood Wealth Advisors, LLC 0.02% 15,508 $417K
24 Avidian Wealth Enterprises, LLC 0.01% 15,702 $422K
25 Fragasso Financial Advisors Inc 0.01% 8,285 $223K
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?

More sellers than buyers — 43% buying: Last quarter: 38 funds reduced or exited vs 29 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for YJUN holders?

Smaller funds dominant — 16% AUM from top-100: 5 of 68 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 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.

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.

Full history →