13F Insight
DOSSIER · 13F Holders · Q2 2026
FXU

FIRST TR EXCHANGE TRADED FD

206 institutions still hold FIRST TR EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X184·206 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$472M
visible holders
Holders
206
filers reporting
Concentration
20.92%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

206 institutions reported FXU in Q2 2026. LPL Financial LLC leads at 20.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$99M2.0M0.02%Q2 202602
MORGAN STANLEY
CIK 0000895421
$84M1.7M0.00%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M797K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$38M778K0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$30M616K0.01%Q2 202606
O'Dell Group, LLC
CIK 0001742569
$20M439K4.28%Q3 202507
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$18M369K1.17%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$17M346K0.02%Q2 202609
TRUIST FINANCIAL CORP
CIK 0000092230
$15M311K0.02%Q2 202610
UBS Group AG
CIK 0001610520
$15M300K0.00%Q2 202611
Csenge Advisory Group
CIK 0001715593
$13M262K0.52%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M261K0.00%Q2 202613
Rockport Wealth LLC
CIK 0002022866
$11M219K1.82%Q2 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$11M213K0.01%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$9M180K0.00%Q2 202616
Delos Wealth Advisors, LLC
CIK 0001878326
$8M170K4.30%Q2 202617
PGIM Custom Harvest LLC
CIK 0001845793
$8M166K0.10%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M165K0.01%Q2 202619
Janney Montgomery Scott LLC
CIK 0001329948
$8M158K0.02%Q1 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$8M152K0.02%Q1 2026
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