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 207 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
164,098
shares
|
$7.41 Million
0.0% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
161,458
shares
|
$7.29 Million
1.31% of portfolio
|
Q2 2025
Added 615.78%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
154,934
shares
|
$7 Million
0.15% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
147,893
shares
|
$6.68 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
146,843
shares
|
$6.63 Million
5.21% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
141,357
shares
|
$6.38 Million
0.01% of portfolio
|
Q2 2025
Added 69.24%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
135,018
shares
|
$6.1 Million
0.01% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
124,172
shares
|
$5.61 Million
0.09% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
111,963
shares
|
$5.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
101,390
shares
|
$4.58 Million
0.0% of portfolio
|
Q2 2025
Added 215.43%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
100,169
shares
|
$4.52 Million
0.03% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,282
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
97,451
shares
|
$4.4 Million
0.1% of portfolio
|
Q2 2025
Added 124.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
81,005
shares
|
$3.66 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
79,575
shares
|
$3.59 Million
0.59% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
71,218
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Added 724.66%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
69,155
shares
|
$3.12 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
68,314
shares
|
$3.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
59,175
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2025
Added 39.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
57,121
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
56,250
shares
|
$2.54 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
54,876
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 98.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
53,564
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2025
Added 2380.96%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
52,843
shares
|
$2.39 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
52,422
shares
|
$2.37 Million
0.25% of portfolio
|
Q2 2025
Added 6.1%
|