FXU FIRST TR EXCHANGE-TRADED FD
FollowUTILITIES ALPH (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in FXU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 18,788 | $852K | 0.04% | -10 | 13F-HRTimeline |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 15,015 | $659K | 0.42% | -1,027 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 11,870 | $521K | <0.01% | -497 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 1,376 | $60.4K | 0.02% | 0 | 13F-HRTimeline |
| CX Institutional | 277 | $12K | <0.01% | +17 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 177 | $7.77K | <0.01% | +31 | 13F-HRTimeline |
| Davis Capital Management | 51 | $2.24K | <0.01% | -80 | 13F-HRTimeline |
| Central Pacific Bank - Trust Division | 38 | $1.67K | <0.01% | 0 | 13F-HRTimeline |
| VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC. | 1 | $26 | <0.01% | 0 | 13F-HRTimelineGroup |