FIRST TRUST UTILITIES ALPHAD FXU
$49.96
+2.1% 52w: $40.74 – $51.11
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data40.7445.9251.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
196
-1 QoQ
13F value
$659.8M
-58.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FXU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.9M | $92.9M | 0.0% | -41.0% |
| LPL Financial LLC | Bank broker | 1.8M | $88.8M | 0.0% | +4.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 905.0K | $44.9M | 0.0% | -45.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 764.0K | $37.9M | 0.0% | -12.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 695.3K | $34.5M | 0.0% | -28.3% |
| UBS Group AG | Bank broker | 571.8K | $28.4M | 0.0% | +4.5% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 379.3K | $18.8M | 1.3% | +1.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 373.2K | $18.5M | 0.0% | +21.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 349.7K | $17.3M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 336.0K | $16.7M | 0.0% | +13.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 272.6K | $13.5M | 0.0% | +52.5% |
| Csenge Advisory Group | Wealth advisor | 252.3K | $12.5M | 0.6% | +3.7% |
| Rockport Wealth LLC | Wealth advisor | 228.4K | $11.3M | 2.1% | +3195.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 214.7K | $10.6M | 0.0% | -34.2% |
| GFS Advisors, LLC | Other | 15.3K | $9.4M | 0.6% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 176.4K | $8.7M | 0.0% | -33.3% |
| PGIM Custom Harvest LLC | Wealth advisor | 172.0K | $8.5M | 0.1% | -0.1% |
| Delos Wealth Advisors, LLC | Wealth advisor | 163.4K | $8.1M | 4.6% | +5.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 161.7K | $8.0M | 0.0% | +1.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 158.1K | $7.8M | 0.0% | +0.5% |
| Summit Financial, LLC | Wealth advisor | 156.5K | $7.8M | 0.1% | -2.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 152.4K | $7.6M | 0.0% | +6.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 147.4K | $7.3M | 0.0% | +10.2% |
| Virtue Capital Management, LLC | Wealth advisor | 143.0K | $7.1M | 1.1% | New |
| Milestones Private Investment Advisors LLC | Wealth advisor | 122.3K | $6.1M | 5.3% | +3.3% |
| Foundations Investment Advisors, LLC | Wealth advisor | 93.2K | $4.6M | 0.1% | +0.5% |
| ROYAL BANK OF CANADA | Bank broker | 87.6K | $4.3M | 0.0% | -60.7% |
| Fiduciary Alliance LLC | Other | 87.1K | $4.3M | 0.3% | +44.4% |
| Ocean Park Asset Management, LLC | Wealth advisor | 85.9K | $4.3M | 0.2% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 71.2K | $3.5M | 0.0% | -23.0% |
| Equitable Holdings, Inc. | Wealth advisor | 70.0K | $3.2M | 0.0% | +8.4% |
| Brendel Financial Advisors LLC | Other | 61.6K | $3.1M | 1.5% | New |
| Qube Research & Technologies Ltd | Quant stat arb | 58.8K | $2.9M | 0.0% | -12.5% |
| Merit Financial Group, LLC | Wealth advisor | 53.0K | $2.6M | 0.0% | -7.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 50.5K | $2.5M | 0.0% | -83.1% |
| Private Advisor Group, LLC | Wealth advisor | 48.7K | $2.4M | 0.0% | -27.2% |
| Sigma Planning Corp | Wealth advisor | 46.3K | $2.3M | 0.1% | -46.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 45.0K | $2.2M | 0.0% | +148.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 43.7K | $2.2M | 0.0% | -90.6% |
| Tower Research Capital LLC (TRC) | Market maker | 43.4K | $2.2M | 0.1% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 40.6K | $2.0M | 0.0% | New |
| Quadrature Capital Ltd | Diversified mechanical | 39.1K | $1.9M | 0.0% | -70.6% |
| PKS Advisory Services, LLC | Wealth advisor | 38.1K | $1.9M | 0.4% | +6.6% |
| Proactive Wealth Strategies LLC | Wealth advisor | 35.9K | $1.8M | 0.3% | -33.8% |
| Cyndeo Wealth Partners, LLC | Other | 34.9K | $1.7M | 0.1% | +8.6% |
| Mutual Advisors, LLC | Wealth advisor | 33.8K | $1.7M | 0.0% | New |
| Arkadios Wealth Advisors | Wealth advisor | 33.0K | $1.6M | 0.0% | -58.4% |
| Regal Investment Advisors LLC | Wealth advisor | 32.5K | $1.6M | 0.1% | +6.2% |
| WCG Wealth Advisors LLC | Wealth advisor | 32.3K | $1.6M | 0.0% | -91.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 31.4K | $1.6M | 0.0% | -0.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.