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 144 institutions that hold shares in the stock, with a total of 6.37 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,500
shares
|
$218,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,049
shares
|
$200,445
0.05% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
4,569
shares
|
$181,389
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,139
shares
|
$164,318
0.08% of portfolio
|
Q4 2023
Reduced 51.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,979
shares
|
$157,966
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,048
shares
|
$121,005
0.0% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
2,082
shares
|
$82,655
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,028
shares
|
$80,511
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$59,550
0.0% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,491
shares
|
$59,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,352
shares
|
$53,674
0.0% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,309
shares
|
$51,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,235
shares
|
$49,029
0.0% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1,103
shares
|
$43,789
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,075
shares
|
$42,677
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,072
shares
|
$42,558
0.0% of portfolio
|
Q1 2024
Reduced 7.11%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$39,700
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
900
shares
|
$35,730
0.02% of portfolio
|
Q2 2024
Reduced 65.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
847
shares
|
$33,625
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
825
shares
|
$32,752
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
731
shares
|
$29,020
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
637
shares
|
$25,288
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$23,820
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
344
shares
|
$13,656
0.0% of portfolio
|
Q4 2024
Added 760.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
334
shares
|
$13,259
0.0% of portfolio
|
Q4 2024
New holding
|