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

223 institutions reported holding $574.1M of FIRST TR EXCHANGE (FXU) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($98.8M), MORGAN STANLEY ($83.9M), BANK OF AMERICA CORP /DE/ ($39.3M), WELLS FARGO & COMPANY/MN ($38.4M), RAYMOND JAMES FINANCIAL INC ($30.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$98.8M2.0MAdded
2MORGAN STANLEY$83.9M1.7MTrimmed
3BANK OF AMERICA CORP /DE/$39.3M796,922Added
4WELLS FARGO & COMPANY/MN$38.4M778,487Trimmed
5RAYMOND JAMES FINANCIAL INC$30.4M616,213Trimmed
6EARNED WEALTH ADVISORS, LLC$18.2M368,598Trimmed
7Cetera Investment Advisers$17.1M346,285Added
8TRUIST FINANCIAL CORP$15.3M310,849Trimmed
9UBS Group AG$14.8M299,657Trimmed
10Csenge Advisory Group$12.9M261,881Added
11ENVESTNET ASSET MANAGEMENT INC$12.9M261,024Trimmed
12Rockport Wealth LLC$10.8M219,489Trimmed
13STIFEL FINANCIAL CORP$10.5M212,830Trimmed
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.9M179,897Added
15Delos Wealth Advisors, LLC$8.4M169,859Added
16PGIM Custom Harvest LLC$8.2M165,819Trimmed
17OSAIC HOLDINGS, INC.$8.1M164,962Trimmed
18Cambridge Investment Research Advisors, Inc.$7.7M155,195Added
19COMMONWEALTH EQUITY SERVICES, LLC$7.2M145,797Trimmed
20Janney Montgomery Scott LLC$6.7M136,146Trimmed
21Royal Bank of Canada$5.0M100,919Added
22Fiduciary Alliance LLC$4.8M97,807Added
23Foundations Investment Advisors, LLC$4.7M96,123Added
24HARBOUR INVESTMENTS, INC.$3.5M71,904Added
25Equitable Holdings, Inc.$3.2M65,156Trimmed

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