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 207 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
16,528,148
shares
|
$746 Million
0.59% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,753,121
shares
|
$124 Million
0.01% of portfolio
|
Q2 2025
Added 38.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,620,797
shares
|
$73.2 Million
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,589,604
shares
|
$71.8 Million
0.02% of portfolio
|
Q2 2025
Added 49.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
824,969
shares
|
$37.2 Million
0.01% of portfolio
|
Q2 2025
Added 86.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
776,920
shares
|
$35.1 Million
0.0% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
541,082
shares
|
$24.4 Million
0.13% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
510,992
shares
|
$23.1 Million
0.0% of portfolio
|
Q2 2025
Added 86.45%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
470,272
shares
|
$21.2 Million
1.48% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
456,297
shares
|
$20.6 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
444,560
shares
|
$20.1 Million
4.73% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
367,638
shares
|
$16.6 Million
3.61% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
340,578
shares
|
$15.4 Million
0.04% of portfolio
|
Q2 2025
Added 413.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
328,906
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2025
Added 40.72%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
319,643
shares
|
$14.4 Million
1.37% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
303,608
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2025
Added 301.04%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
294,682
shares
|
$13.3 Million
0.17% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
270,054
shares
|
$12.2 Million
0.19% of portfolio
|
Q2 2025
Added 413.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
266,865
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Added 81.56%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
263,189
shares
|
$11.9 Million
2.88% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
251,179
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 35.39%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
236,174
shares
|
$10.7 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
223,276
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Added 118.81%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
197,755
shares
|
$8.93 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
192,800
shares
|
$8.7 Million
0.02% of portfolio
|
Q2 2025
Added 25.03%
|