Who Owns FIRST TR EXCHANGE-TRADED FD (FXU)? -- Institutional Holders (2026-06-30)

103 institutions reported holding $107.2M of FIRST TR EXCHANGE-TRADED FD (FXU) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUIST FINANCIAL CORP ($15.3M), Cambridge Investment Research Advisors, Inc. ($15.3M), ENVESTNET ASSET MANAGEMENT INC ($12.9M), Rockport Wealth LLC ($10.8M), COMMONWEALTH EQUITY SERVICES, LLC ($7.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1TRUIST FINANCIAL CORP$15.3M310,849Trimmed
2Cambridge Investment Research Advisors, Inc.$15.3M310,390Added
3ENVESTNET ASSET MANAGEMENT INC$12.9M261,024Trimmed
4Rockport Wealth LLC$10.8M219,489Trimmed
5COMMONWEALTH EQUITY SERVICES, LLC$7.2M145,797Trimmed
6Fiduciary Alliance LLC$4.8M97,807Added
7PKS Advisory Services, LLC$1.9M39,106Added
8BENJAMIN EDWARDS INC$1.9M38,756Trimmed
9Cyndeo Wealth Partners, LLC$1.9M38,597Added
10Gateway Wealth Partners, LLC$1.6M33,171Added
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M30,030Trimmed
12Envestnet Portfolio Solutions, Inc.$1.4M29,309Added
13J.W. COLE ADVISORS, INC.$1.3M27,068Added
14NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.3M27,060Added
15D.A. DAVIDSON & CO.$1.3M26,752Added
16Kovack Advisors, Inc.$1.3M26,627Added
17Private Advisor Group, LLC$1.3M26,171Trimmed
18KINGSWOOD WEALTH ADVISORS, LLC$1.2M25,095Added
19Kestra Advisory Services, LLC$1.2M24,005Trimmed
20FLAGSHIP HARBOR ADVISORS, LLC$1.1M21,935Added
21INDEPENDENT FINANCIAL GROUP, LLC$980,97819,882Trimmed
22Sound Income Strategies, LLC$927,49418,798Trimmed
23Merit Financial Group, LLC$902,19818,286Trimmed
24Prospera Financial Services Inc$804,14316,292Added
25WINEBRENNER CAPITAL MANAGEMENT LLC$791,51216,042Trimmed

Source: SEC Form 13F filings · as of 2026-06-30