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 181 institutions that hold shares in the stock, with a total of 35.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,300
shares
|
$394,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
9,250
shares
|
$392,292
0.0% of portfolio
|
Q1 2025
Added 68.18%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,193
shares
|
$389,875
0.09% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
9,143
shares
|
$387,754
0.01% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
8,941
shares
|
$379,187
0.03% of portfolio
|
Q1 2025
Added 23.8%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
8,941
shares
|
$379,187
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,895
shares
|
$377,236
0.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
8,737
shares
|
$370,536
0.03% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,636
shares
|
$366,252
0.0% of portfolio
|
Q1 2025
Added 1081.4%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
8,411
shares
|
$356,710
0.3% of portfolio
|
Q4 2024
Reduced 45.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,238
shares
|
$349,373
0.02% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,954
shares
|
$337,329
0.01% of portfolio
|
Q4 2023
Reduced 1.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,705
shares
|
$326,769
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,532
shares
|
$319,432
0.05% of portfolio
|
Q3 2022
Added 9.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
7,347
shares
|
$311,586
0.04% of portfolio
|
Q1 2025
Reduced 68.59%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
6,999
shares
|
$296,827
0.06% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,916
shares
|
$293,307
0.0% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,907
shares
|
$292,925
0.01% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
6,898
shares
|
$292,544
0.13% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
6,764
shares
|
$286,861
0.2% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
6,560
shares
|
$278,209
0.16% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,132
shares
|
$260,058
0.01% of portfolio
|
Q2 2020
Added 12.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,087
shares
|
$258,149
0.02% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,042
shares
|
$256,241
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,000
shares
|
$254,459
0.01% of portfolio
|
Q3 2024
New holding
|