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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,286
shares
|
$51,928
0.0% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,075
shares
|
$43,408
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,072
shares
|
$43,287
0.0% of portfolio
|
Q1 2024
Reduced 7.11%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$43,004
0.01% of portfolio
|
Q1 2023
Reduced 34.06%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
900
shares
|
$36,342
0.02% of portfolio
|
Q2 2024
Reduced 65.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
847
shares
|
$34,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
825
shares
|
$33,313
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
738
shares
|
$29,800
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
637
shares
|
$25,722
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
495
shares
|
$19,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
380
shares
|
$15,344
0.01% of portfolio
|
Q2 2024
Reduced 34.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
350
shares
|
$14,133
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
318
shares
|
$12,840
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
250
shares
|
$10,095
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
245
shares
|
$9,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
204
shares
|
$8,237
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
201
shares
|
$8,116
0.0% of portfolio
|
Q2 2024
Reduced 92.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
135
shares
|
$5,451
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
131
shares
|
$5,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
120
shares
|
$4,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
95
shares
|
$3,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
78
shares
|
$3,149
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
66
shares
|
$2,665
0.0% of portfolio
|
Q1 2024
Reduced 7.04%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
40
shares
|
$1,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
28
shares
|
$1,130
0.0% of portfolio
|
Q3 2024
Added 3.7%
|