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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,214
shares
|
$51,485
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,075
shares
|
$45,590
0.0% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$42,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
900
shares
|
$38,169
0.02% of portfolio
|
Q2 2024
Reduced 65.6%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
850
shares
|
$36,048
0.0% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
847
shares
|
$35,921
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
825
shares
|
$34,988
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
789
shares
|
$33,461
0.01% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
637
shares
|
$27,015
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$25,445
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
319
shares
|
$13,528
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
270
shares
|
$11,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
261
shares
|
$11,069
0.0% of portfolio
|
Q4 2024
Reduced 90.37%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
250
shares
|
$10,602
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
221
shares
|
$9,372
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
207
shares
|
$8,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
200
shares
|
$8,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
154
shares
|
$6,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
135
shares
|
$5,725
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
131
shares
|
$5,555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
120
shares
|
$5,089
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
95
shares
|
$4,028
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
78
shares
|
$3,307
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
67
shares
|
$2,841
0.0% of portfolio
|
Q4 2024
Reduced 86.46%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
58
shares
|
$2,459
0.0% of portfolio
|
Q4 2024
New holding
|