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 121 institutions that hold shares in the stock, with a total of 5.44 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
926,850
shares
|
$34.8 Million
0.0% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
436,699
shares
|
$16.4 Million
0.01% of portfolio
|
Q2 2024
Added 13.34%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
384,306
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2024
Added 67.01%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
366,229
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2024
Added 67.03%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
311,463
shares
|
$11.7 Million
0.59% of portfolio
|
Q2 2024
Added 59.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,179
shares
|
$9.43 Million
0.01% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
245,226
shares
|
$9.2 Million
0.18% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
218,477
shares
|
$8.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 25.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
203,589
shares
|
$7.64 Million
0.0% of portfolio
|
Q2 2024
Added 19.17%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
180,160
shares
|
$6.76 Million
0.0% of portfolio
|
Q2 2024
Added 231.3%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
126,508
shares
|
$4.75 Million
4.17% of portfolio
|
Q2 2024
Added 18.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,282
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
97,082
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2024
Added 23.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
81,755
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2024
Added 74.01%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
72,153
shares
|
$2.71 Million
1.0% of portfolio
|
Q1 2024
Added 111.36%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,155
shares
|
$2.6 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
67,683
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2024
Reduced 31.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
63,650
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2024
Reduced 33.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
58,316
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2024
Added 190.06%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
55,273
shares
|
$2.07 Million
0.08% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
50,989
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Added 268.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
37,751
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
37,576
shares
|
$1.41 Million
0.41% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,462
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 24.59%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
37,420
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2024
Added 72.2%
|