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 130 institutions that hold shares in the stock, with a total of 6.05 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,532
shares
|
$294,802
0.05% of portfolio
|
Q3 2022
Added 9.03%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
7,363
shares
|
$288,187
0.2% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
7,222
shares
|
$282,669
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
7,188
shares
|
$281,338
0.12% of portfolio
|
Q4 2024
Reduced 30.69%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,169
shares
|
$280,594
0.08% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,916
shares
|
$270,692
0.0% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
6,907
shares
|
$270,339
0.01% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
6,898
shares
|
$269,987
0.1% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,676
shares
|
$261,298
0.0% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
6,575
shares
|
$257,345
0.15% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,132
shares
|
$240,006
0.01% of portfolio
|
Q2 2020
Added 12.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,096
shares
|
$238,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,000
shares
|
$234,840
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
5,935
shares
|
$232,295
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
5,800
shares
|
$227,012
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
5,744
shares
|
$224,820
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,669
shares
|
$221,884
0.0% of portfolio
|
Q3 2024
Reduced 56.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,668
shares
|
$221,845
0.0% of portfolio
|
Q3 2024
Added 388.2%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
5,555
shares
|
$217,422
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,500
shares
|
$215,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,279
shares
|
$206,620
0.0% of portfolio
|
Q3 2024
Reduced 51.54%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,096
shares
|
$199,457
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,139
shares
|
$162,000
0.08% of portfolio
|
Q4 2023
Reduced 51.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,979
shares
|
$155,738
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,048
shares
|
$119,298
0.0% of portfolio
|
Q4 2024
Added 20.57%
|