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 115 institutions that hold shares in the stock, with a total of 5.24 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
6,705
shares
|
$249,291
0.01% of portfolio
|
Q2 2024
New holding
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
6,655
shares
|
$247,432
0.15% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
6,546
shares
|
$243,380
0.12% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,537
shares
|
$243,045
0.01% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
6,519
shares
|
$242,376
0.0% of portfolio
|
Q2 2024
Reduced 16.29%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
6,348
shares
|
$236,018
0.0% of portfolio
|
Q2 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
6,287
shares
|
$233,750
0.0% of portfolio
|
Q2 2024
Added 32.83%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,132
shares
|
$227,987
0.01% of portfolio
|
Q2 2020
Added 12.73%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
6,067
shares
|
$225,571
0.0% of portfolio
|
Q2 2024
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,139
shares
|
$153,888
0.08% of portfolio
|
Q4 2023
Reduced 51.27%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
3,979
shares
|
$147,939
0.02% of portfolio
|
Q2 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
2,028
shares
|
$75,401
0.01% of portfolio
|
Q2 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1,801
shares
|
$66,961
0.0% of portfolio
|
Q2 2024
Reduced 76.69%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
1,570
shares
|
$58,372
0.01% of portfolio
|
Q1 2024
Added 3.82%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
1,500
shares
|
$55,770
0.0% of portfolio
|
Q3 2023
Reduced 10.55%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,459
shares
|
$54,245
0.0% of portfolio
|
Q2 2024
Reduced 15.32%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,161
shares
|
$43,165
0.0% of portfolio
|
Q2 2024
Added 175.12%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,115
shares
|
$41,455
0.0% of portfolio
|
Q2 2024
Reduced 54.97%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,072
shares
|
$39,856
0.0% of portfolio
|
Q1 2024
Reduced 7.11%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
1,065
shares
|
$39,596
0.01% of portfolio
|
Q1 2023
Reduced 34.06%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
900
shares
|
$33,462
0.02% of portfolio
|
Q2 2024
Reduced 65.6%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
847
shares
|
$31,491
0.0% of portfolio
|
Q4 2023
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
825
shares
|
$30,673
0.0% of portfolio
|
Q3 2023
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
789
shares
|
$29,335
0.0% of portfolio
|
Q2 2021
Reduced 47.89%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
734
shares
|
$27,290
0.0% of portfolio
|
Q2 2024
Added 150.51%
|