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First Trust Utilities Alphad (FXU)

CUSIP: 33734X184 | NYSE | 541 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Csenge Advisory Group235,209
0.4% of portfolio›$10.3M
Truist Financial Corp224,658
0.0% of portfolio›$9.9M
Cambridge Investment Research Advisors, Inc.202,682
0.1% of portfolio›$8.9M
Commonwealth Equity Services, LLC142,508
0.0% of portfolio›$6.3M
Hobart Private Capital, LLC132,317
1.0% of portfolio›$5.8M
Sigma Planning Corp58,992
0.1% of portfolio›$2.6M
Kestra Advisory Services, LLC42,399
0.0% of portfolio›$1.9M
Independent Financial Group, LLC42,327
0.0% of portfolio›$1.9M
PKS Advisory Services, LLC39,106
0.3% of portfolio›$1.9M
Asset Allocation Strategies LLC30,770
0.2% of portfolio›$1.4M
J.W. Cole Advisors, Inc.27,912
0.0% of portfolio›$1.2M
D.A. Davidson & Co.27,279
0.0% of portfolio›$1.2M
Nations Financial Group Inc,27,057
0.1% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC25,589
0.0% of portfolio›$1.2M
Sound Income Strategies, LLC18,788
0.0% of portfolio›$852.0K
Kestra Private Wealth Services, LLC15,862
0.0% of portfolio›$696.7K
RFG Advisory, LLC15,508
0.0% of portfolio›$681.1K
Winebrenner Capital Management LLC15,015
0.4% of portfolio›$659.5K
Flagship Harbor Advisors, LLC15,007
0.0% of portfolio›$659.1K
Prospera Financial Services Inc14,633
0.0% of portfolio›$707.4K
Trueblood Wealth Management, LLC14,566
0.2% of portfolio›$639.8K
Kingswood Wealth Advisors, LLC14,356
0.0% of portfolio›$630.5K
Carlson Financial, Inc.13,574
0.3% of portfolio›$596.2K
Dynamic Advisor Solutions LLC13,324
0.0% of portfolio›$585.2K
Signature Estate & Investment Advisors LLC12,485
0.0% of portfolio›$548.3K
Cottonwood Capital Advisors, LLC12,159
0.3% of portfolio›$534.0K
Farther Finance Advisors, LLC11,870
0.0% of portfolio›$521.3K
HBW Advisory Services LLC11,113
0.0% of portfolio›$488.1K
Harmony Asset Management LLC11,073
0.1% of portfolio›$486.3K
Asset One Wealth Management LLC10,950
0.0% of portfolio›$480.9K
IFP Advisors, Inc10,914
0.0% of portfolio›$479.3K
Fifth Third Bancorp10,801
0.0% of portfolio›$474.4K
ROI Financial Advisors, LLC10,790
0.2% of portfolio›$473.9K
International Assets Investment Management, LLC10,636
0.0% of portfolio›$469.3K
Concurrent Investment Advisors, LLC10,350
0.0% of portfolio›$454.6K
Equitable Trust Co10,219
0.0% of portfolio›$448.8K
Parallel Advisors, LLC9,484
0.0% of portfolio›$416.5K
HB Wealth Management, LLC9,246
0.0% of portfolio›$406.1K
StoneX Group Inc.9,197
0.0% of portfolio›$426.1K
Meridian Wealth Management, LLC9,091
0.0% of portfolio›$399.3K
Milestones Private Investment Advisors LLC8,495
0.3% of portfolio›$373.1K
Rockport Wealth LLC8,386
0.1% of portfolio›$368.3K
Wealth Effects LLC6,898
0.1% of portfolio›$303.0K
Core Wealth Partners LLC6,560
0.1% of portfolio›$288.1K
MGO One Seven LLC6,316
0.0% of portfolio›$277.4K
Axxcess Wealth Management, LLC6,000
0.0% of portfolio›$263.5K
Capital Square, LLC5,943
0.1% of portfolio›$261.3K
Nilsine Partners, LLC5,876
0.0% of portfolio›$258.1K
Global Assets Advisory, LLC5,700
0.1% of portfolio›$253.8K
Bright Financial Advisors, Inc.5,555
0.1% of portfolio›$244.0K
Oppenheimer & Co Inc5,415
0.0% of portfolio›$237.8K
Global View Capital Management LLC5,246
0.1% of portfolio›$230.4K
Urban Wealth Management, LLC5,152
0.2% of portfolio›$226.3K
Compass Financial Management LLC4,562
0.0% of portfolio›$200.4K
Manchester Capital Management LLC3,979
0.0% of portfolio›$174.8K
Lanark Financial, Inc.3,418
0.0% of portfolio›$150.1K
EPG Wealth Management LLC2,620
0.0% of portfolio›$115.1K
Private Trust Co NA2,339
0.0% of portfolio›$102.7K
Capital Investment Advisory Services, LLC1,955
0.0% of portfolio›$85.6K
Signature Equity Partners, LLC1,621
0.0% of portfolio›$71.2K
Kroeger Financial Partners1,615
0.1% of portfolio›$70.9K
Elevation Wealth Partners, LLC1,376
0.0% of portfolio›$60.4K
Triumph Capital Management1,012
0.0% of portfolio›$44.5K
Root Financial Partners, LLC508
0.0% of portfolio›$22.3K
Raleigh Capital Management Inc.502
0.0% of portfolio›$22.1K
Reap Financial Group, LLC418
0.0% of portfolio›$18.4K
First Command Advisory Services, Inc.346
0.0% of portfolio›$15.2K
CX Institutional277
0.0% of portfolio›$12
Blue Trust, Inc.228
0.0% of portfolio›$10.0K
Silver Grove Financial Group, Inc.192
0.0% of portfolio›$8.4K
Assetmark, Inc181
0.0% of portfolio›$8.0K
CoreCap Advisors, LLC177
0.0% of portfolio›$7.8K
Physician Wealth Advisors, Inc.154
0.0% of portfolio›$6.8K
Mosley Wealth Management127
0.0% of portfolio›$5.9K
Financial Network Wealth Advisors LLC120
0.0% of portfolio›$5.3K
Ascentis Independent Advisors119
0.0% of portfolio›$5.2K
Caldwell Trust Co70
0.0% of portfolio›$3.1K
Spire Wealth Management61
0.0% of portfolio›$2.7K
Creative Financial Designs Inc58
0.0% of portfolio›$2.5K
Davis Capital Management51
0.0% of portfolio›$2.2K
Wagner Wealth Management, LLC38
0.0% of portfolio›$1.7K
Central Pacific Bank - Trust Division38
0.0% of portfolio›$1.7K
Key FInancial Inc32
0.0% of portfolio›$1.4K
Dhjj Financial Advisors, Ltd.29
0.0% of portfolio›$1.3K
Allspring Global Investments Holdings, LLC2
0.0% of portfolio›$89
Valley Wealth Managers, Inc.1
0.0% of portfolio›$26
Realta Investment Advisors1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Csenge Advisory Group
235,209$10.3M0.4%ETFMediumClearwater, FL2026-11-04
Truist Financial Corp
224,658$9.9M0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
202,682$8.9M0.1%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
142,508$6.3M0.0%ETFLowWaltham, MA2026-11-02
Hobart Private Capital, LLC
132,317$5.8M1.0%ETFMediumCharlotte, NC2026-10-19
Sigma Planning Corp
58,992$2.6M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Advisory Services, LLC
42,399$1.9M0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
42,327$1.9M0.0%GrowthLowSan Diego, CA2026-10-13
PKS Advisory Services, LLC
39,106$1.9M0.3%ETFMediumAlbany, NY2026-10-26
Asset Allocation Strategies LLC
30,770$1.4M0.2%ETFMediumFarmington, MI2026-10-20
J.W. Cole Advisors, Inc.
27,912$1.2M0.0%IndexLowTampa, FL2026-11-05
D.A. Davidson & Co.
27,279$1.2M0.0%CoreLowGreat Falls, MT2026-10-28
Nations Financial Group Inc,
27,057$1.2M0.1%CoreLowCedar Rapids, IA2026-11-05
Wealth Enhancement Advisory Services, LLC
25,589$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Sound Income Strategies, LLC
18,788$852.0K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Kestra Private Wealth Services, LLC
15,862$696.7K0.0%GrowthLowAustin, TX2026-10-30
RFG Advisory, LLC
15,508$681.1K0.0%ETFMediumBirmingham, AL2026-11-03
Winebrenner Capital Management LLC
15,015$659.5K0.4%ETFLowLouisville, KY2026-10-07
Flagship Harbor Advisors, LLC
15,007$659.1K0.0%ETFMediumBoston, MA2026-10-26
Prospera Financial Services Inc
14,633$707.4K0.0%CoreMediumDallas, TX2026-11-04
Trueblood Wealth Management, LLC
14,566$639.8K0.2%CoreLowLima, OH2026-10-23
Kingswood Wealth Advisors, LLC
14,356$630.5K0.0%GrowthLowSan Diego, CA2026-10-23
Carlson Financial, Inc.
13,574$596.2K0.3%GrowthLowCanby, OR2026-11-05
Dynamic Advisor Solutions LLC
13,324$585.2K0.0%ETFLowPhoenix, AZ2026-10-13
Signature Estate & Investment Advisors LLC
12,485$548.3K0.0%ETFMediumLos Angeles, CA2026-10-13
Cottonwood Capital Advisors, LLC
12,159$534.0K0.3%ETFVery LowSalt Lake City, UT2026-10-20
Farther Finance Advisors, LLC
11,870$521.3K0.0%IndexLowSan Francisco, CA2026-10-08
HBW Advisory Services LLC
11,113$488.1K0.0%ETFMediumSimi Valley, CA2026-10-15
Harmony Asset Management LLC
11,073$486.3K0.1%GrowthMediumScottsdale, AZ2026-10-20
Asset One Wealth Management LLC
10,950$480.9K0.0%GrowthLowBellevue, WA2026-11-02
IFP Advisors, Inc
10,914$479.3K0.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
10,801$474.4K0.0%IndexVery LowCincinnati, OH2026-11-05
ROI Financial Advisors, LLC
10,790$473.9K0.2%GrowthVery LowBeaverton, OR2026-10-19
International Assets Investment Management, LLC
10,636$469.3K0.0%CoreVery HighOrlando, FL2026-11-02
Concurrent Investment Advisors, LLC
10,350$454.6K0.0%GrowthMediumTampa, FL2026-10-16
Equitable Trust Co
10,219$448.8K0.0%CoreLowNashville, TN2026-10-13
Parallel Advisors, LLC
9,484$416.5K0.0%IndexLowSan Francisco, CA2026-11-03
HB Wealth Management, LLC
9,246$406.1K0.0%IndexVery LowAtlanta, GA2026-10-23
StoneX Group Inc.
9,197$426.1K0.0%ETFMediumNew York, NY2026-11-03
Meridian Wealth Management, LLC
9,091$399.3K0.0%GrowthLowLexington, KY2026-11-05
Milestones Private Investment Advisors LLC
8,495$373.1K0.3%ETFMediumFairport, NY2026-10-19
Rockport Wealth LLC
8,386$368.3K0.1%ETFMediumFairview Park, OH2026-11-03
Wealth Effects LLC
6,898$303.0K0.1%GrowthLowBoston, MA2026-10-23
Core Wealth Partners LLC
6,560$288.1K0.1%GrowthLowSanta Rosa, CA2026-11-02
MGO One Seven LLC
6,316$277.4K0.0%GrowthLowBeachwood, OH2026-10-28
Axxcess Wealth Management, LLC
6,000$263.5K0.0%CoreLowCarlsbad, CA2026-10-21
Capital Square, LLC
5,943$261.3K0.1%YieldMediumAthens, TN2026-10-19
Nilsine Partners, LLC
5,876$258.1K0.0%CoreMediumGreenwood Village, CO2026-11-02
Global Assets Advisory, LLC
5,700$253.8K0.1%GrowthHighOrlando, FL2026-10-28
Bright Financial Advisors, Inc.
5,555$244.0K0.1%ETFVery LowPortage, MI2026-10-23
Oppenheimer & Co Inc
5,415$237.8K0.0%CoreLowNew York, NY2026-10-26
Global View Capital Management LLC
5,246$230.4K0.1%ETFHighWaukesha, WI2026-10-28
Urban Wealth Management, LLC
5,152$226.3K0.2%GrowthMediumLakewood, CA2026-10-21
Compass Financial Management LLC
4,562$200.4K0.0%CoreN/ATampa, FL2026-10-30
Manchester Capital Management LLC
3,979$174.8K0.0%CoreLowManchester, VT2026-10-22
Lanark Financial, Inc.
3,418$150.1K0.0%CoreMediumBirmingham, AL2026-10-26
EPG Wealth Management LLC
2,620$115.1K0.0%GrowthLowAtlanta, GA2026-11-03
Private Trust Co NA
2,339$102.7K0.0%CoreLowCleveland, OH2026-10-20
Capital Investment Advisory Services, LLC
1,955$85.6K0.0%CoreMediumRaleigh, NC2026-10-30
Signature Equity Partners, LLC
1,621$71.2K0.0%GrowthMediumColumbus, OH2026-10-29
Kroeger Financial Partners
1,615$70.9K0.1%ETFN/AGrass Valley, CA2026-10-19
Elevation Wealth Partners, LLC
1,376$60.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Triumph Capital Management
1,012$44.5K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
508$22.3K0.0%ETFMediumEncinitas, CA2026-10-21
Raleigh Capital Management Inc.
502$22.1K0.0%CoreMediumCary, NC2026-10-28
Reap Financial Group, LLC
418$18.4K0.0%ETFLowAustin, TX2026-11-02
First Command Advisory Services, Inc.
346$15.2K0.0%IndexLowFort Worth, TX2026-11-05
CX Institutional
277$120.0%CoreMediumAuburn, IN2026-10-02
Blue Trust, Inc.
228$10.0K0.0%ETFLowBrentwood, TN2026-10-15
Silver Grove Financial Group, Inc.
192$8.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Assetmark, Inc
181$8.0K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
177$7.8K0.0%ETFMediumSouthfield, MI2026-10-08
Physician Wealth Advisors, Inc.
154$6.8K0.0%ETFMediumMidvale, UT2026-10-20
Mosley Wealth Management
127$5.9K0.0%ETFHighAnaheim, CA2026-10-16
Financial Network Wealth Advisors LLC
120$5.3K0.0%ETFLowMurray, UT2026-10-28
Ascentis Independent Advisors
119$5.2K0.0%ETFLowDallas, TX2026-11-03
Caldwell Trust Co
70$3.1K0.0%GrowthLowVenice, FL2026-10-30
Spire Wealth Management
61$2.7K0.0%GrowthMediumMclean, VA2026-10-30
Creative Financial Designs Inc
58$2.5K0.0%ETFMediumKokomo, IN2026-11-04
Davis Capital Management
51$2.2K0.0%CoreLowJacksonville, FL2026-10-08
Wagner Wealth Management, LLC
38$1.7K0.0%ETFLowGreenville, SC2026-10-21
Central Pacific Bank - Trust Division
38$1.7K0.0%CoreMediumHonolulu, HI2026-10-06
Key FInancial Inc
32$1.4K0.0%ETFLowWest Chester, PA2026-11-02
Dhjj Financial Advisors, Ltd.
29$1.3K0.0%ETFVery LowNaperville, IL2026-10-23
Allspring Global Investments Holdings, LLC
2$890.0%CoreMediumCharlotte, NC2026-11-04
Valley Wealth Managers, Inc.
1$260.0%GARPMediumParamus, NJ2026-10-09
Realta Investment Advisors
1$460.0%GrowthMediumWilmington, DE2026-10-14