DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
FXU

FIRST TR EXCHANGE TRADED FD

206 institutions still hold FIRST TR EXCHANGE TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X184·206 13F holders·last filed Mar 31, 2026
Market cap
1.1%
vs prior quarter
13F value held
$509M
62.0% inst. owned
of float
Holders
206
-123 QoQ
filers reporting
Activity
+88 / −102
+883 added · −855 reduced
this quarter
Concentration
18.23%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

206 institutions reported FXU in Q1 2026. MORGAN STANLEY leads at 18.2% of the visible book. -123 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$93M1.9M0.01%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$89M1.8M0.02%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$45M905K0.01%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$38M764K0.00%Q1 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$34M695K0.01%Q1 2026
06
UBS Group AG
CIK 0001610520
$28M572K0.00%Q1 2026
07
O'Dell Group, LLC
CIK 0001742569
$20M439K4.28%Q3 2025
08
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$19M379K1.26%Q1 2026
09
TRUIST FINANCIAL CORP
CIK 0000092230
$19M373K0.02%Q1 2026
10
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$17M350K0.01%Q1 2026
11
Cetera Investment Advisers
CIK 0001666741
$17M336K0.02%Q1 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M273K0.00%Q1 2026
13
Csenge Advisory Group
CIK 0001715593
$13M252K0.57%Q1 2026
14
Rockport Wealth LLC
CIK 0002022866
$11M228K2.06%Q1 2026
15
STIFEL FINANCIAL CORP
CIK 0000720672
$11M215K0.01%Q1 2026
16
GFS Advisors, LLC
CIK 0001427263
$9M15K0.60%Q1 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M176K0.01%Q1 2026
18
PGIM Custom Harvest LLC
CIK 0001845793
$9M172K0.13%Q1 2026
19
Delos Wealth Advisors, LLC
CIK 0001878326
$8M163K4.64%Q1 2026
20
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M162K0.01%Q1 2026
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