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 202 institutions that hold shares in the stock, with a total of 33.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
156,354
shares
|
$7.29 Million
0.12% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
152,795
shares
|
$7.12 Million
5.01% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
140,913
shares
|
$6.57 Million
0.02% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
137,278
shares
|
$6.4 Million
0.22% of portfolio
|
Q3 2025
Added 314.06%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
136,385
shares
|
$6.36 Million
0.42% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
130,800
shares
|
$6.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 51.57%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
126,535
shares
|
$5.9 Million
3.93% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
115,677
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
107,368
shares
|
$5 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
106,230
shares
|
$4.95 Million
0.1% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
101,702
shares
|
$4.74 Million
0.03% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,282
shares
|
$4.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
91,323
shares
|
$4.26 Million
0.07% of portfolio
|
Q3 2025
Reduced 26.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
87,442
shares
|
$4.07 Million
0.12% of portfolio
|
Q3 2025
Added 101.29%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
81,616
shares
|
$3.8 Million
0.58% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
80,960
shares
|
$3.77 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
73,541
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,155
shares
|
$3.22 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
59,426
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
57,366
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Added 50.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
57,322
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
55,406
shares
|
$2.58 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
51,213
shares
|
$2.39 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
50,550
shares
|
$2.36 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
49,742
shares
|
$2.32 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.11%
|
|