# FIRST TR EXCHANGE TRADED FD (FXU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FXU/

- Reporting holders: 8
- Reported value: $2.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $852.0K | 18,788 | 0.0% | 4 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $659.5K | 15,015 | 0.4% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $521.3K | 11,870 | 0.0% | 7 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $60.4K | 1,376 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.8K | 177 | 0.0% | 11 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $2.2K | 51 | 0.0% | 11 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.7K | 38 | 0.0% | 4 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $26 | 1 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $12 | 277 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $2.1M |
| Q2 2026 | 196 | $600.2M |
| Q1 2026 | 195 | $693.3M |
| Q4 2025 | 198 | $1.6B |
| Q3 2025 | 190 | $1.5B |
| Q2 2025 | 199 | $1.5B |
| Q1 2025 | 169 | $1.5B |
| Q4 2024 | 139 | $223.9M |
| Q3 2024 | 120 | $217.5M |
| Q2 2024 | 111 | $166.4M |
| Q1 2024 | 102 | $202.9M |
| Q4 2023 | 99 | $194.9M |