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 211 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
5,417
shares
|
$256,549
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,306
shares
|
$251,292
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
5,294
shares
|
$250,723
0.04% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,294
shares
|
$250,723
0.01% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,283
shares
|
$250,202
0.01% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,210
shares
|
$246,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,153
shares
|
$244,046
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,130
shares
|
$242,956
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
5,129
shares
|
$242,909
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,111
shares
|
$242,056
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
5,000
shares
|
$236,800
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,139
shares
|
$196,023
0.08% of portfolio
|
Q4 2023
Reduced 51.27%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
4,075
shares
|
$192,992
0.13% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,985
shares
|
$188,729
0.03% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,979
shares
|
$188,445
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,539
shares
|
$167,607
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,387
shares
|
$160,408
0.0% of portfolio
|
Q1 2025
Reduced 52.23%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
2,975
shares
|
$140,896
0.09% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,691
shares
|
$127,445
0.01% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
2,557
shares
|
$121,099
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,459
shares
|
$116,458
0.01% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,446
shares
|
$115,842
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,233
shares
|
$105,754
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,028
shares
|
$96,046
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,537
shares
|
$72,792
0.0% of portfolio
|
Q2 2025
Added 4.99%
|