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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
7,120
shares
|
$287,505
0.08% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
6,898
shares
|
$278,541
0.1% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,676
shares
|
$269,576
0.0% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
6,575
shares
|
$265,498
0.15% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,537
shares
|
$263,964
0.01% of portfolio
|
Q2 2024
Reduced 5.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,132
shares
|
$247,610
0.01% of portfolio
|
Q2 2020
Added 12.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,096
shares
|
$246,156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,000
shares
|
$242,280
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,931
shares
|
$239,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
5,800
shares
|
$234,204
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
5,744
shares
|
$231,942
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,714
shares
|
$230,731
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,669
shares
|
$228,914
0.0% of portfolio
|
Q3 2024
Reduced 56.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,668
shares
|
$228,873
0.0% of portfolio
|
Q3 2024
Added 388.2%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
5,555
shares
|
$224,310
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,500
shares
|
$222,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,279
shares
|
$213,166
0.0% of portfolio
|
Q3 2024
Reduced 51.54%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,096
shares
|
$205,776
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,139
shares
|
$167,132
0.08% of portfolio
|
Q4 2023
Reduced 51.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3,979
shares
|
$160,672
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,711
shares
|
$109,470
0.0% of portfolio
|
Q3 2024
Added 938.7%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,528
shares
|
$102,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,028
shares
|
$81,890
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,669
shares
|
$67,394
0.0% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,458
shares
|
$58,874
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|