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 209 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
52,422
shares
|
$2.48 Million
0.25% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
51,213
shares
|
$2.43 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
50,550
shares
|
$2.39 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
47,520
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Added 45.27%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
43,440
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
41,939
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
38,223
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 44.15%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
37,576
shares
|
$1.78 Million
0.41% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
33,097
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
32,219
shares
|
$1.53 Million
0.5% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
31,565
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2025
Added 100.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,333
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
31,250
shares
|
$1.48 Million
0.28% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
30,525
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
29,686
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
27,482
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
26,241
shares
|
$1.24 Million
0.36% of portfolio
|
Q3 2025
Added 45.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
25,606
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
25,557
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
25,350
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Added 155.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
24,674
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 47.24%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
22,718
shares
|
$1.08 Million
0.26% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
22,268
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
21,953
shares
|
$1.04 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,058
shares
|
$997,306
0.0% of portfolio
|
Q2 2025
Added 6.77%
|