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 185 institutions that hold shares in the stock, with a total of 35.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
6,560
shares
|
$289,427
0.16% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,132
shares
|
$270,543
0.01% of portfolio
|
Q2 2020
Added 12.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,087
shares
|
$268,558
0.02% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,042
shares
|
$266,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,000
shares
|
$264,720
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
5,927
shares
|
$261,499
0.0% of portfolio
|
Q1 2025
Reduced 30.24%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
5,600
shares
|
$247,072
0.14% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
5,555
shares
|
$245,086
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,448
shares
|
$240,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,281
shares
|
$232,997
0.01% of portfolio
|
Q1 2025
Reduced 84.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,214
shares
|
$230,041
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
5,130
shares
|
$226,335
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
5,124
shares
|
$226,070
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
5,090
shares
|
$224,570
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
4,989
shares
|
$220,114
0.04% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,989
shares
|
$220,114
0.01% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
4,149
shares
|
$183,053
0.13% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,139
shares
|
$182,612
0.08% of portfolio
|
Q4 2023
Reduced 51.27%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,985
shares
|
$175,818
0.03% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3,979
shares
|
$175,553
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,539
shares
|
$156,140
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,387
shares
|
$149,434
0.0% of portfolio
|
Q1 2025
Reduced 52.23%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,017
shares
|
$133,110
0.1% of portfolio
|
Q1 2025
Reduced 33.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,949
shares
|
$130,109
0.01% of portfolio
|
Q1 2025
Added 125.29%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,530
shares
|
$111,623
0.03% of portfolio
|
Q1 2025
Reduced 49.89%
|