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 121 institutions that hold shares in the stock, with a total of 5.44 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
12,462
shares
|
$467,698
0.01% of portfolio
|
Q2 2024
Reduced 18.08%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
11,543
shares
|
$433,208
0.16% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,487
shares
|
$431,107
0.01% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,328
shares
|
$425,139
0.02% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
11,318
shares
|
$424,764
0.0% of portfolio
|
Q2 2024
Reduced 20.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,265
shares
|
$422,775
0.02% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
10,893
shares
|
$408,814
0.0% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
10,663
shares
|
$400,182
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
10,371
shares
|
$389,223
0.2% of portfolio
|
Q3 2024
Added 58.43%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
10,335
shares
|
$387,872
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
10,118
shares
|
$379,728
0.02% of portfolio
|
Q4 2023
Reduced 9.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
10,033
shares
|
$376,538
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
10,003
shares
|
$375,412
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
9,802
shares
|
$367,869
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
9,402
shares
|
$352,857
0.02% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,193
shares
|
$345,013
0.09% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
9,143
shares
|
$343,136
0.01% of portfolio
|
Q3 2023
Reduced 6.01%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
8,531
shares
|
$320,168
0.0% of portfolio
|
Q2 2024
Added 24.07%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
8,521
shares
|
$319,793
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
8,411
shares
|
$315,664
0.25% of portfolio
|
Q1 2024
Added 9.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
8,208
shares
|
$308,046
0.01% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
8,140
shares
|
$305,494
0.01% of portfolio
|
Q1 2024
Added 8.01%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,954
shares
|
$298,513
0.01% of portfolio
|
Q4 2023
Reduced 1.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
7,937
shares
|
$297,875
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,619
shares
|
$285,941
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|