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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
154
shares
|
$6,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
135
shares
|
$5,956
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
131
shares
|
$5,779
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
120
shares
|
$5,294
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
95
shares
|
$4,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
78
shares
|
$3,441
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
58
shares
|
$2,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
57
shares
|
$2,514
0.0% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
40
shares
|
$1,764
0.0% of portfolio
|
Q1 2025
Reduced 88.37%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
37
shares
|
$1,632
0.0% of portfolio
|
Q1 2025
Reduced 82.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
28
shares
|
$1,235
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|