FXU

First Trust Utilities AlphadETF$50.01 1.07%
UnclassifiedUSCUSIP 33734X184· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
128
-1 QoQ
13F Value (tracked)
$557.1M
13F Moves · latest Q
26 added
22 trimmed
Recent Filings
0

Price & smart-money activity

$50.01 1.07%5Y +63.0%
$25.75$32.48$39.20$45.93$52.662021202220232024202520262744839614413891391371199119121112142493116362225284020283355
Hover for who · click for detailEnd-of-day closing prices52w $42.55 – $51.33
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Ask your agent what changed in FXU

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FXU/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FXU.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

128 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$92.9M
1.9M
−41%
Reduced · −1.3M sh
Q1 2026
2LPL Financial LLC
$88.8M
1.8M
+4.9%
Added · +83K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$44.9M
905K
−46%
Reduced · −761K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$37.9M
764K
−12%
Reduced · −107K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$34.5M
695K
−28%
Reduced · −274K sh
Q1 2026
6UBS Group AG
$28.4M
572K
+4.5%
Added · +25K sh
Q1 2026
7TRUIST FINANCIAL CORP
$18.5M
373K
+22%
Added · +66K sh
Q1 2026
8TWO SIGMA INVESTMENTS, LP
$17.3M
350K
New
+350K sh
Q1 2026
9Cetera Investment Advisers
$16.7M
336K
+13%
Added · +40K sh
Q1 2026
10ENVESTNET ASSET MANAGEMENT INC
$13.5M
273K
+52%
Added · +94K sh
Q1 2026
11Csenge Advisory Group
$12.5M
252K
+3.7%
Added · +9K sh
Q1 2026
12STIFEL FINANCIAL CORP
$10.6M
215K
−34%
Reduced · −112K sh
Q1 2026
13OSAIC HOLDINGS, INC.
$8.7M
176K
−33%
Reduced · −88K sh
Q1 2026
14PGIM Custom Harvest LLC
$8.5M
172K
−0.1%
Reduced · −237 sh
Q1 2026
15COMMONWEALTH EQUITY SERVICES, LLC
$8.0M
162K
+1.3%
Added · +2K sh
Q1 2026
16Summit Financial, LLC
$7.8M
156K
−2.2%
Reduced · −4K sh
Q1 2026
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$7.3M
147K
+10%
Added · +14K sh
Q1 2026
18FOUNDATIONS INVESTMENT ADVISORS, LLC
$4.6M
93K
+0.5%
Added · +458 sh
Q1 2026
19ROYAL BANK OF CANADA
$4.3M
88K
−61%
Reduced · −135K sh
Q1 2026
20Fiduciary Alliance LLC
$4.3M
87K
+44%
Added · +27K sh
Q1 2026
21Ocean Park Asset Management, LLC
$4.3M
86K
New
+86K sh
Q1 2026
22OPPENHEIMER & CO INC
$3.5M
71K
−23%
Reduced · −21K sh
Q1 2026
23Equitable Holdings, Inc.
$3.2M
70K
+8.4%
Added · +5K sh
Q1 2026
24Qube Research & Technologies Ltd
$2.9M
59K
−13%
Reduced · −8K sh
Q1 2026
25Merit Financial Group, LLC
$2.6M
53K
−7.6%
Reduced · −4K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
6
funds
Added
20
funds
Reduced
22
funds
Exited
0
funds

Institutional ownership over time

129 funds+58 since Q3 2024
065130Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $558.9M

Funds that own FXU also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT79 funds$14.6B
BROADCOM INCAVGO79 funds$6.8B
JPMORGAN CHASE & COJPM79 funds$6.7B
ALPHABET INC-CL CGOOG79 funds$6.0B
ISHARES CORE MSCI EAFE ETFIEFA79 funds$4.5B
EXXON MOBIL CORPXOM79 funds$4.1B
VANGUARD FTSE DEVELOPED ETFVEA79 funds$4.0B
ELI LILLY & COLLY79 funds$3.9B
VISA INC-CLASS A SHARESV79 funds$3.9B
COSTCO WHOLESALE CORPCOST79 funds$3.7B
TESLA INCTSLA79 funds$3.2B
CHEVRON CORPCVX79 funds$3.0B

Ranked by how many of FXU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FXU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.