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 127 institutions that hold shares in the stock, with a total of 5.68 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
14,653
shares
|
$570,001
0.27% of portfolio
|
Q2 2024
Added 28.48%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,153
shares
|
$511,651
0.03% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,072
shares
|
$469,600
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
11,510
shares
|
$447,739
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,487
shares
|
$446,844
0.01% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
11,487
shares
|
$446,844
0.17% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
11,151
shares
|
$433,773
0.01% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,663
shares
|
$414,790
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,658
shares
|
$414,596
0.0% of portfolio
|
Q3 2024
Added 24.93%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
10,290
shares
|
$400,281
0.14% of portfolio
|
Q3 2024
Reduced 23.32%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
10,098
shares
|
$392,812
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,999
shares
|
$388,961
0.29% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,428
shares
|
$366,749
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,193
shares
|
$357,607
0.09% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
8,889
shares
|
$345,782
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
8,737
shares
|
$339,869
0.02% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
8,521
shares
|
$331,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
8,033
shares
|
$312,483
0.02% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,979
shares
|
$310,383
0.01% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,954
shares
|
$309,410
0.01% of portfolio
|
Q4 2023
Reduced 1.63%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
7,626
shares
|
$296,651
0.12% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,610
shares
|
$296,029
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,532
shares
|
$292,994
0.05% of portfolio
|
Q3 2022
Added 9.03%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
7,363
shares
|
$286,420
0.2% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,222
shares
|
$280,935
0.02% of portfolio
|
Q4 2024
New holding
|