FXU

First Trust Utilities AlphadETF
UnclassifiedUSCUSIP 33734X184◍ Confluence graph
Tracked 13F Holders
185
-57 QoQ
13F Value (tracked)
$580.8M
13F Moves · latest Q
34 added
17 trimmed
Recent Filings
0

Who owns FXU?

185 tracked 13F filers

185 tracked 13F filers disclose a position in FXU as of the latest SEC 13F filings, a combined $580.8M in reported value. 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.

#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
$12.9M
262K
+3.8%
Added · +10K sh
Q2 2026
12Rockport Wealth LLC
$10.8M
219K
−3.9%
Reduced · −9K sh
Q2 2026
13STIFEL FINANCIAL CORP
$10.6M
215K
−34%
Reduced · −112K sh
Q1 2026
14OSAIC HOLDINGS, INC.
$8.7M
176K
−33%
Reduced · −88K sh
Q1 2026
15PGIM Custom Harvest LLC
$8.5M
172K
−0.1%
Reduced · −237 sh
Q1 2026
16Delos Wealth Advisors, LLC
$8.4M
170K
+3.9%
Added · +6K sh
Q2 2026
17COMMONWEALTH EQUITY SERVICES, LLC
$8.0M
162K
+1.3%
Added · +2K sh
Q1 2026
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$7.3M
147K
+10%
Added · +14K sh
Q1 2026
19FOUNDATIONS INVESTMENT ADVISORS, LLC
$4.6M
93K
+0.5%
Added · +458 sh
Q1 2026
20ROYAL BANK OF CANADA
$4.3M
88K
−61%
Reduced · −135K sh
Q1 2026
21Fiduciary Alliance LLC
$4.3M
87K
+44%
Added · +27K sh
Q1 2026
22Ocean Park Asset Management, LLC
$4.3M
86K
New
+86K sh
Q1 2026
23Equitable Holdings, Inc.
$3.2M
65K
−6.9%
Reduced · −5K sh
Q2 2026
24Qube Research & Technologies Ltd
$2.9M
59K
−13%
Reduced · −8K sh
Q1 2026
25MML INVESTORS SERVICES, LLC
$2.7M
55K
+102%
Added · +28K sh
Q2 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.

Is FXU being bought or sold by institutions?

Last quarter, 6 funds opened a new position in FXU and 28 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
28
funds
Reduced
17
funds
Exited
0
funds

Funds that own FXU also own

CompanyCo-held byCombined value
APPLE INCAAPL97 funds$19.7B
NVIDIA CORPNVDA97 funds$18.8B
MICROSOFT CORPMSFT97 funds$11.2B
AMAZON.COM INCAMZN97 funds$9.5B
ALPHABET INC-CL CGOOG95 funds$6.0B
SS SPDR S&P 500 ETF TRUST-USSPY94 funds$10.9B
ALPHABET INC-CL AGOOGL94 funds$8.6B
BROADCOM INCAVGO94 funds$6.6B
JPMORGAN CHASE & COJPM94 funds$5.1B
ELI LILLY & COLLY93 funds$3.7B
META PLATFORMS INC-CLASS AMETA92 funds$5.2B
TESLA INCTSLA92 funds$4.1B

Ranked by how many of FXU's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

122 funds+34 since Q3 2024
090179Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $94.1M

Share classes

Class13F holdersValue held
CIBRmc770 funds$5.6B
SKYYmc386 funds$942.9M
FXLcs262 funds$873.2M
FXHcs234 funds$436.9M
FXOcs203 funds$629.0M
FGDcs201 funds$787.9M
FXUthis pagecs185 funds$580.8M
FXRcs172 funds$455.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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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.

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.