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 209 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,075
shares
|
$50,912
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$47,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
900
shares
|
$42,624
0.02% of portfolio
|
Q2 2024
Reduced 65.6%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
850
shares
|
$40,256
0.0% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
840
shares
|
$39,782
0.0% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
825
shares
|
$39,072
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
747
shares
|
$35,377
0.0% of portfolio
|
Q3 2025
Reduced 23.62%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
737
shares
|
$34,904
0.01% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
637
shares
|
$30,168
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
471
shares
|
$22,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
461
shares
|
$21,832
0.0% of portfolio
|
Q3 2025
Added 120.57%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
346
shares
|
$16,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
319
shares
|
$15,107
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
270
shares
|
$12,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
261
shares
|
$12,360
0.0% of portfolio
|
Q4 2024
Reduced 90.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
250
shares
|
$11,840
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
223
shares
|
$10,561
0.0% of portfolio
|
Q3 2025
Reduced 73.23%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
154
shares
|
$7,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
140
shares
|
$6,630
0.0% of portfolio
|
Q2 2025
Reduced 32.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
135
shares
|
$6,393
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
131
shares
|
$6,204
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
120
shares
|
$5,683
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
111
shares
|
$5,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
95
shares
|
$4,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
78
shares
|
$3,694
0.0% of portfolio
|
Q4 2020
New holding
|