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 125 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $231 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,031,756
shares
|
$40.8 Million
0.0% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
542,849
shares
|
$21.4 Million
0.01% of portfolio
|
Q3 2024
Added 24.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
403,490
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
350,049
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
323,514
shares
|
$12.8 Million
0.63% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
256,935
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 42.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,179
shares
|
$9.92 Million
0.01% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
233,817
shares
|
$9.24 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
220,492
shares
|
$8.71 Million
0.0% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
218,477
shares
|
$8.63 Million
0.27% of portfolio
|
Q3 2024
Reduced 25.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
210,800
shares
|
$8.33 Million
0.0% of portfolio
|
Q3 2024
Added 117.14%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
137,302
shares
|
$5.42 Million
4.77% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,282
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
91,381
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2024
Added 56.7%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
81,755
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2024
Added 74.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
77,257
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Added 582.6%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
72,153
shares
|
$2.85 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
|
$2.73 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
68,665
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
66,272
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
38,548
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
37,751
shares
|
$1.49 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
|
$1.48 Million
0.41% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,462
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 24.59%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
31,572
shares
|
$1.25 Million
0.18% of portfolio
|
Q3 2024
Added 2.86%
|