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 146 institutions that hold shares in the stock, with a total of 6.4 Million shares, which have been reported (via 13F filing form) to have a value of $261 Million.
| 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
|
$49.3 Million
0.0% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
538,297
shares
|
$21.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
457,568
shares
|
$18.6 Million
0.0% of portfolio
|
Q4 2024
Added 117.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
348,087
shares
|
$14.2 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
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
328,279
shares
|
$13.4 Million
0.69% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,179
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
242,387
shares
|
$9.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
221,250
shares
|
$9.01 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
214,270
shares
|
$8.73 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
203,049
shares
|
$8.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 49.68%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
202,224
shares
|
$8.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.23%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
146,203
shares
|
$5.95 Million
4.78% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,282
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
93,731
shares
|
$3.82 Million
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,155
shares
|
$2.82 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
59,639
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 134.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
57,440
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
56,626
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
43,099
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
43,031
shares
|
$1.75 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
39,859
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Added 56.59%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
39,429
shares
|
$1.61 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
37,576
shares
|
$1.53 Million
0.41% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
37,190
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.52%
|