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 $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,072
shares
|
$487,467
0.01% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
11,510
shares
|
$464,773
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,487
shares
|
$463,845
0.01% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
11,487
shares
|
$463,845
0.17% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,328
shares
|
$457,424
0.02% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,265
shares
|
$454,880
0.02% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,663
shares
|
$430,571
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,658
shares
|
$430,370
0.0% of portfolio
|
Q3 2024
Added 24.93%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
10,371
shares
|
$418,780
0.2% of portfolio
|
Q3 2024
Added 58.43%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
10,335
shares
|
$417,327
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
10,290
shares
|
$415,510
0.14% of portfolio
|
Q3 2024
Reduced 23.32%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
10,098
shares
|
$407,757
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
10,009
shares
|
$404,163
0.3% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,428
shares
|
$380,702
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,193
shares
|
$371,213
0.09% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,143
shares
|
$369,194
0.01% of portfolio
|
Q3 2023
Reduced 6.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
8,737
shares
|
$352,800
0.02% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
8,521
shares
|
$344,077
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
8,033
shares
|
$324,372
0.02% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,979
shares
|
$322,192
0.01% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,954
shares
|
$321,182
0.01% of portfolio
|
Q4 2023
Reduced 1.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,619
shares
|
$307,655
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,610
shares
|
$307,291
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,532
shares
|
$304,142
0.05% of portfolio
|
Q3 2022
Added 9.03%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
7,363
shares
|
$297,317
0.2% of portfolio
|
Q3 2024
Added 0.38%
|