Institutional Ownership First Tr Exchange Traded Fd Ut (FXU)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ut (FXU). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 7.93 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,211,194
shares
|
$49.9 Million
0.0% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
538,297
shares
|
$22.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
468,749
shares
|
$19.3 Million
5.03% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
463,671
shares
|
$19.1 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
457,568
shares
|
$18.8 Million
0.0% of portfolio
|
Q4 2024
Added 117.06%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
384,896
shares
|
$15.8 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
348,087
shares
|
$14.3 Million
0.0% of portfolio
|
Q4 2024
Added 57.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
336,279
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,179
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
242,387
shares
|
$9.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
237,424
shares
|
$9.77 Million
0.54% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
221,250
shares
|
$9.11 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
214,270
shares
|
$8.82 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
146,203
shares
|
$6.02 Million
4.78% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
132,143
shares
|
$5.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,282
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
98,139
shares
|
$4.04 Million
0.01% of portfolio
|
Q1 2025
Added 529.62%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
95,289
shares
|
$3.92 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
93,731
shares
|
$3.86 Million
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
83,523
shares
|
$3.44 Million
0.01% of portfolio
|
Q1 2025
Added 47.5%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
75,705
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.56%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
73,540
shares
|
$3.03 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,155
shares
|
$2.85 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
66,377
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Added 212.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
59,639
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 134.92%
|