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Disclosery

FXU FIRST TR EXCHANGE-TRADED FD

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UTILITIES ALPH (fund)

195 managers (197 13F filers) reported a position in FXU shares at 2026-03-31, 13,141,440 shares in all. 31 filers opened a position and 30 filers sold out during the quarter.

Managers
195
13F filers
197
New
31
Added
59
Reduced
76
Sold out
30
Shares held by filers
13,141,440

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,872,458$92.9M0.01%-1,299,72013F-HRTimelineGroup
LPL Financial LLC1,790,249$88.8M0.02%+82,99313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN904,981$44.9M0.01%-760,71713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/764,016$37.9M<0.01%-107,48013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC695,324$34.5M0.01%-273,83813F-HRTimelineGroup
UBS Group AGin group UBS Group AG571,796$28.4M0.01%+24,63513F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC379,257$18.8M1.26%+5,75013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP373,182$18.5M0.02%+66,20213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP349,700$17.3M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers335,969$16.7M0.02%+39,87213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding286,767$14.2M+108,000Timeline
Csenge Advisory Group252,320$12.5M0.57%+9,04113F-HRTimeline
Rockport Wealth LLC228,438$11.3M2.06%+221,50713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP214,746$10.6M0.01%-111,79313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,423$8.75M0.01%-88,11313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC171,978$8.53M0.13%-23713F-HRTimelineGroup
Delos Wealth Advisors, LLC163,441$8.11M4.64%+7,93013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC161,741$8.02M0.01%+2,15213F-HRTimeline
Janney Montgomery Scott LLC158,068$7.84M0.02%+75113F-HRTimeline
Summit Financial, LLC156,473$7.76M0.1%-3,56813F-HRTimeline
Cambridge Investment Research Advisors,…152,410$7.56M0.02%+9,12813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…147,403$7.31M<0.01%+13,68213F-HRTimelineGroup
Virtue Capital Management, LLC143,002$7.07M1.08%new13F-HRTimeline
Milestones Private Investment Advisors …122,270$6.06M5.34%+3,89213F-HRTimeline
Foundations Investment Advisors, LLC93,161$4.62M0.06%+45813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,583$4.34M<0.01%-135,30113F-HRTimelineGroup
Fiduciary Alliance LLC87,144$4.34M0.26%+26,78713F-HRTimeline
Ocean Park Asset Management, LLC85,904$4.26M0.25%new13F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …71,225$3.53M0.04%-21,22413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.70,017$3.15M0.02%+5,42113F-HRTimelineGroup
Brendel Financial Advisors LLC61,622$3.06M1.51%new13F-HRTimeline
Qube Research & Technologies Ltd58,774$2.91M<0.01%-8,42613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding57,890$2.87M+27,047Timeline
Merit Financial Group, LLC53,028$2.63M0.02%-4,37013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC50,540$2.51M0.02%-248,98313F-HRTimelineGroup
Private Advisor Group, LLC48,743$2.42M0.01%-18,19713F-HRTimeline
Sigma Planning Corp46,315$2.3M0.06%-40,28213F-HRTimeline
NewEdge Advisors, LLC43,716$2.17M0.01%-422,52813F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…43,408$2.15M0.06%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC40,580$2.01M0.02%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd39,149$1.94M0.02%-94,17313F-HRTimelineGroup
PKS Advisory Services, LLC38,135$1.89M0.44%+2,35913F-HRTimeline
Proactive Wealth Strategies LLC35,891$1.78M0.33%-18,32313F-HRTimeline
Cyndeo Wealth Partners, LLC34,933$1.73M0.09%+2,77613F-HRTimeline
Mutual Advisors, LLC33,829$1.68M0.04%new13F-HRTimeline
Arkadios Wealth Advisors32,951$1.63M0.03%-46,17113F-HRTimeline
Regal Investment Advisors LLC32,534$1.61M0.09%+1,88813F-HRTimeline
WCG Wealth Advisors LLC32,288$1.6M0.04%-339,39313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,375$1.58M<0.01%-26413F-HRTimeline
Gateway Wealth Partners, LLC30,104$1.49M0.06%+25,53613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,614$1.47M0.03%-3,28313F-HR/ATimeline
Asset Allocation Strategies LLC29,458$1.46M0.26%-89513F-HRTimeline
Nilsine Partners, LLC29,108$1.44M0.11%-470,86113F-HRTimeline
HARBOUR INVESTMENTS, INC.27,676$1.37M0.02%+19,72313F-HRTimeline
Ausdal Financial Partners, Inc.27,661$1.37M0.06%-4013F-HRTimeline
MML INVESTORS SERVICES, LLC27,250$1.35M<0.01%-22,14013F-HRTimeline
J.W. COLE ADVISORS, INC.26,810$1.33M0.04%-5,86913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,755$1.33M0.07%+1,07513F-HRTimeline
HB Wealth Management, LLC25,601$1.27M0.01%+11,95413F-HRTimeline
Quantinno Capital Management LP24,988$1.24M<0.01%+1,97113F-HRTimeline
&PARTNERS24,860$1.23M0.01%-238,20413F-HRTimeline
D.A. DAVIDSON & CO.24,718$1.23M0.01%-78,18113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,233$1.2M0.01%-5,28013F-HRTimelineGroup
Independent Advisor Alliance23,491$1.16M0.01%new13F-HRTimeline
HFG Advisors, Inc.23,248$1.15M0.81%+2,21613F-HRTimeline
Kovack Advisors, Inc.20,164$1M0.05%-20,05313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,855$985K<0.01%-81,07013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,836$972K<0.01%+1,53213F-HRTimelineGroup
Sound Income Strategies, LLC18,923$943K0.05%+1,27113F-HRTimeline
Farther Finance Advisors, LLC18,622$928K0.01%+7,15713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC18,547$920K0.04%+6,06713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,846$885K<0.01%new13F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC16,113$799K0.51%-23813F-HRTimeline
Dynamic Advisor Solutions LLC15,873$787K0.02%-57913F-HRTimeline
Sanctuary Advisors, LLC15,448$766K<0.01%+2,78113F-HRTimeline
Apeiron RIA LLC15,235$756K0.18%-1,80313F-HRTimeline
Waverly Advisors, LLC14,971$742K0.01%-8413F-HRTimeline
Trueblood Wealth Management, LLC14,956$742K0.29%+6613F-HRTimeline
RFG Advisory, LLC14,678$728K0.01%new13F-HRTimeline
Prospera Financial Services Inc14,515$720K0.01%+18813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,236$706K0.03%-25,47313F-HRTimeline
CARLSON FINANCIAL, INC.13,666$678K0.4%-30713F-HRTimeline
Resurgent Financial Advisors LLC13,062$648K0.24%+2,87613F-HRTimeline
IFP Advisors, Inc12,872$638K0.01%+1,42013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,831$636K<0.01%-23113F-HRTimelineGroup
Asset One Wealth Management LLC12,956$630K0.07%-54213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,188$622K<0.01%+2,40613F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC12,359$613K0.02%+1,86113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,353$611K<0.01%+1,21213F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.12,177$604K0.03%-1,27513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC12,140$602K0.42%-2113F-HRTimeline
Rehmann Capital Advisory Group12,007$595K0.03%+2713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,795$588K0.04%-2,97013F-HRTimeline
Ferguson Shapiro LLC11,850$588K0.18%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,818$586K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC11,704$580K0.02%-19213F-HR/ATimeline
HARMONY ASSET MANAGEMENT LLC10,608$526K0.16%-50513F-HRTimeline
HBW ADVISORY SERVICES LLC10,536$522K0.06%-1,63713F-HRTimeline
Advisor Resource Council10,531$522K0.21%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,461$519K0.01%+13213F-HRTimelineGroup
Meridian Wealth Management, LLC10,312$511K0.02%013F-HRTimeline
EQUITABLE TRUST CO10,219$507K0.02%new13F-HRTimeline
One Charles Private Wealth Services, LLC10,134$503K0.13%-28613F-HRTimeline
Dorsey Wright & Associates10,027$497K0.06%new13F-HRTimeline
Orion Porfolio Solutions, LLC9,900$491K<0.01%new13F-HRTimeline
Cadent Capital Advisors, LLC9,538$473K0.13%-41913F-HRTimeline
Schrum Private Wealth Management LLC8,411$417K0.32%013F-HRTimeline
Belpointe Asset Management LLC8,149$404K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC8,149$404K0.05%new13F-HRTimeline
Claro Advisors Inc.8,092$401K0.05%+413F-HRTimeline
Gotham Asset Management, LLC7,908$392K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,772$385K<0.01%+47113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,720$383K<0.01%+53813F-HRTimelineGroup
Advisory Services Network, LLC7,674$381K0.01%-410,31513F-HRTimeline
Global View Capital Management LLC7,542$374K0.1%-30413F-HRTimeline
BIP Wealth, LLC7,464$370K0.02%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,460$370K0.02%+24213F-HRTimelineGroup
RPg Family Wealth Advisory, LLC7,313$363K0.08%-3,53413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,269$361K<0.01%-49,51213F-HRTimelineGroup
WealthBridge Capital Management, LLC7,080$351K0.08%new13F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC7,074$351K0.13%-1,22613F-HRTimeline
Risk Paradigm Group, LLC7,032$349K0.3%-3,53413F-HRTimeline
WEALTH EFFECTS LLC6,898$342K0.12%013F-HRTimeline
Core Wealth Partners LLC6,560$325K0.15%013F-HRTimeline
ROI Financial Advisors, LLC6,073$301K0.18%-7213F-HRTimeline
MGO ONE SEVEN LLC6,062$301K0.01%+1,02513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,916$293K<0.01%013F-HRTimelineGroup
BRIGHT FINANCIAL ADVISORS, INC.5,555$275K0.13%013F-HRTimeline
Retirement Planning Group, LLC5,507$273K0.01%-13113F-HRTimeline
Capital Square, LLC5,384$266K0.12%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,130$254K0.04%013F-HRTimeline
HighTower Advisors, LLC5,057$251K<0.01%+15213F-HRTimeline
LaSalle St. Investment Advisors, LLC5,038$250K0.04%-1413F-HRTimeline
BETO FINANCIAL GROUP, LLC5,204$249K0.15%-5,44113F-HRTimeline
MOTCO5,000$248K0.02%013F-HRTimeline
Perennial Investment Advisors, LLC4,896$243K0.02%new13F-HRTimeline
Pacific Sun Financial Corp4,800$238K0.12%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,355$216K0.01%-131,85813F-HRTimeline
Moors & Cabot, Inc.4,240$210K0.01%-3,56513F-HRTimeline
Mariner, LLCin group Mariner, LLC4,173$207K<0.01%-84813F-HRTimelineGroup
Beacon Capital Management, LLC4,058$201K0.04%new13F-HRTimeline
Manchester Capital Management LLC3,979$197K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,865$192K<0.01%-1,92613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,858$191K<0.01%-46,35113F-HRTimelineGroup
LANARK FINANCIAL, INC.3,754$186K0.01%+313F-HRTimeline
Nova Wealth Management, Inc.3,633$180K0.12%-38113F-HRTimeline
FMR LLCin group FMR LLC3,270$162K<0.01%+2,12213F-HRTimelineGroup
EPG Wealth Management LLC2,589$128K0.03%+1213F-HRTimeline
Geneos Wealth Management Inc.2,557$127K<0.01%+40113F-HRTimeline
PRIVATE TRUST CO NA2,314$115K0.01%-14513F-HRTimeline
GeoWealth Management, LLC2,150$107K<0.01%+98913F-HRTimeline
CX Institutional2,005$99K<0.01%+1,70113F-HRTimeline
Capital Investment Advisory Services, L…1,937$96.1K0.01%-12613F-HRTimeline
Steward Partners Investment Advisory, L…1,477$73.2K<0.01%-4,38913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,376$68.2K0.02%013F-HRTimeline
Merkkuri Wealth Advisors LLC1,256$62.3K0.04%new13F-HRTimeline
Smartleaf Asset Management LLC1,235$61.1K<0.01%+27113F-HRTimeline
AE Wealth Management LLC1,024$50.8K<0.01%-26913F-HRTimeline
Triumph Capital Management1,018$50.5K0.01%+213F-HRTimeline
Topsail Wealth Management, LLC1,000$49.6K0.01%013F-HRTimeline
Park Square Financial Group, LLC824$40.9K0.31%-67413F-HRTimeline
REAP Financial Group, LLC622$30.9K0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC550$27.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC491$24.4K<0.01%-62,23613F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…411$20.4K<0.01%-47,52913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.364$18K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.346$17.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.320$15.9K<0.01%-5413F-HRTimeline
MAI Capital Management270$13.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC250$12.4K<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.232$11.5K<0.01%new13F-HRTimeline
Blue Trust, Inc.226$11.2K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.154$7.64K<0.01%013F-HRTimeline
CoreCap Advisors, LLC146$7.24K<0.01%-5613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…140$6.94K<0.01%+8313F-HRTimelineGroup
Davis Capital Management131$6.5K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC120$5.95K0.01%013F-HRTimeline
Mosley Wealth Management125$5.68K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC104$5.16K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL87$4.31K<0.01%013F-HRTimeline
Arax Advisory Partners80$3.97K<0.01%new13F-HRTimeline
Caldwell Trust Co70$3.47K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management61$3.04K<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…60$2.98K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV57$2.84K<0.01%-1,34013F-HRTimeline
AdvisorNet Financial, Inc55$2.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC42$2.08K<0.01%013F-HRTimeline
Allworth Financial LP40$1.98K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division38$1.88K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC37$1.85K<0.01%013F-HRTimeline
Key Financial Inc32$1.59K<0.01%-4613F-HRTimeline
DHJJ Financial Advisors, Ltd.28$1.41K<0.01%013F-HRTimeline
Signature Equity Partners, LLC22$1.09K<0.01%new13F-HRTimeline
Quent Capital, LLC8$397<0.01%new13F-HRTimeline
Realta Investment Advisors1$51<0.01%-15,81913F-HRTimeline