Who owns FXU?
First Trust Utilities AlphaDEX Fund · First Trust
198 institutions reported holding FXU, worth $582.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FXU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $98.8M | 2,002,915 | +212,666 shares |
| Morgan Stanley | New York, NY | $83.9M | 1,700,608 | −171,850 shares |
| Bank of America Corp. | Charlotte, NC | $39.3M | 796,922 | +32,906 shares |
| Wells Fargo & Company | San Francisco, CA | $38.4M | 778,487 | −126,494 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $30.4M | 616,213 | −79,111 shares |
| Earned Wealth Advisors, LLC | Walnut Creek, CA | $18.2M | 368,598 | −10,659 shares |
| Cetera Investment Advisers | Schaumburg, IL | $17.1M | 346,285 | +10,316 shares |
| Truist Financial Corp. | Charlotte, NC | $15.3M | 310,849 | −62,333 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $15.3M | 310,390 | +157,980 shares |
| UBS Group AG | Zurich, Switzerland | $14.8M | 299,657 | −272,139 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FXU?
198 institutional managers reported holding FXU in Form 13F filings for June 30, 2026, worth $582.1M in total. The largest reported position was held by LPL Financial LLC, at $98.8M.
Did institutions buy or sell FXU last quarter?
Reported 13F value fell 11.6% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 26 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FXU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.