On this page, we present all of the funds holding FXZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FXZ, with a link to that fund's top holdings. The next columns indicate the amount of FXZ stock held by each of the funds holding FXZ, followed by the FXZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 139 funds holding FXZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding FXZ), click the fund name in the "Holder" column of the funds-holding-FXZ table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wells Fargo & Company MN | 641,741 | $44,254 | 12/31/2023 |
FXZ | 641,741 | $44,254 | 12/31/2023 |
Morgan Stanley | 431,284 | $29,741 | 12/31/2023 |
FXZ | 431,284 | $29,741 | 12/31/2023 |
LPL Financial LLC | 348,306 | $24,019 | 12/31/2023 |
FXZ | 348,306 | $24,019 | 12/31/2023 |
Bank of America Corp DE | 282,720 | $19,496 | 12/31/2023 |
FXZ | 282,720 | $19,496 | 12/31/2023 |
UBS Group AG | 210,597 | $14,523 | 12/31/2023 |
FXZ | 210,597 | $14,523 | 12/31/2023 |
Raymond James & Associates | 199,428 | $13,753 | 12/31/2023 |
FXZ | 199,428 | $13,753 | 12/31/2023 |
Ameriprise Financial Inc. | 132,409 | $9,121 | 12/31/2023 |
FXZ | 132,409 | $9,121 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 128,278 | $8,846 | 12/31/2023 |
FXZ | 128,278 | $8,846 | 12/31/2023 |
Royal Bank of Canada | 114,849 | $7,919 | 12/31/2023 |
FXZ | 114,849 | $7,919 | 12/31/2023 |
Stifel Financial Corp | 104,002 | $7,172 | 12/31/2023 |
FXZ | 104,002 | $7,172 | 12/31/2023 |
Cornerstone Planning Group LLC | 102,991 | $7,102 | 12/31/2023 |
FXZ | 102,991 | $7,102 | 12/31/2023 |
Cetera Advisors LLC | 95,877 | $6,612 | 12/31/2023 |
FXZ | 95,877 | $6,612 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 73,019 | $5,035 | 12/31/2023 |
FXZ | 73,019 | $5,035 | 12/31/2023 |
Advisor Group Holdings Inc. | 60,425 | $4,168 | 12/31/2023 |
FXZ | 60,425 | $4,168 | 12/31/2023 |
Baird Financial Group Inc. | 59,041 | $4,071 | 12/31/2023 |
FXZ | 59,041 | $4,071 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 57,472 | $3,963 | 12/31/2023 |
FXZ | 57,472 | $3,963 | 12/31/2023 |
Envestnet Asset Management Inc. | 57,115 | $3,939 | 12/31/2023 |
FXZ | 57,115 | $3,939 | 12/31/2023 |
Janney Montgomery Scott LLC | 56,567 | $3,901 | 12/31/2023 |
FXZ | 56,567 | $3,901 | 12/31/2023 |
FOCUS Wealth Advisors LLC | 52,824 | $3,768 | 03/31/2024 |
FXZ | 52,824 | $3,768 | 03/31/2024 |
Goldman Sachs Group Inc. | 50,000 | $3,448 | 12/31/2023 |
FXZ | 50,000 | $3,448 | 12/31/2023 |
Etfidea LLC | 49,234 | $3,395 | 12/31/2023 |
FXZ | 49,234 | $3,395 | 12/31/2023 |
Truist Financial Corp | 44,725 | $3,084 | 12/31/2023 |
FXZ | 44,725 | $3,084 | 12/31/2023 |
Susquehanna International Group LLP | 43,005 | $2,966 | 12/31/2023 |
FXZ | 43,005 | $2,966 | 12/31/2023 |
MML Investors Services LLC | 39,228 | $2,705 | 12/31/2023 |
FXZ | 39,228 | $2,705 | 12/31/2023 |
Purus Wealth Management LLC | 33,630 | $2,399 | 03/31/2024 |
FXZ | 33,630 | $2,399 | 03/31/2024 |
Commonwealth Equity Services LLC | 34,531 | $2,381 | 12/31/2023 |
FXZ | 34,531 | $2,381 | 12/31/2023 |
Cetera Advisor Networks LLC | 31,843 | $2,196 | 12/31/2023 |
FXZ | 31,843 | $2,196 | 12/31/2023 |
Rockefeller Capital Management L.P. | 30,943 | $2,134 | 12/31/2023 |
FXZ | 30,943 | $2,134 | 12/31/2023 |
GTS Securities LLC | 27,315 | $1,884 | 12/31/2023 |
FXZ | 27,315 | $1,884 | 12/31/2023 |
HighTower Advisors LLC | 27,025 | $1,864 | 12/31/2023 |
FXZ | 27,025 | $1,864 | 12/31/2023 |
Harbour Investments Inc. | 23,751 | $1,638 | 12/31/2023 |
FXZ | 23,751 | $1,638 | 12/31/2023 |
Meitav Dash Investments Ltd. | 19,308 | $1,331 | 12/31/2023 |
FXZ | 19,308 | $1,331 | 12/31/2023 |
DB Wealth Management Group LLC | 15,988 | $1,103 | 12/31/2023 |
FXZ | 15,988 | $1,103 | 12/31/2023 |
Two Sigma Investments LP | 15,087 | $1,040 | 12/31/2023 |
FXZ | 15,087 | $1,040 | 12/31/2023 |
International Assets Investment Management LLC | 14,306 | $1,023 | 03/31/2024 |
FXZ | 14,306 | $1,023 | 03/31/2024 |
Kesler Norman & Wride LLC | 13,390 | $955 | 03/31/2024 |
FXZ | 13,390 | $955 | 03/31/2024 |
Flow Traders U.S. LLC | 13,847 | $955 | 12/31/2023 |
FXZ | 13,847 | $955 | 12/31/2023 |
AE Wealth Management LLC | 13,978 | $926 | 12/31/2023 |
FXZ | 13,978 | $926 | 12/31/2023 |
Citadel Advisors LLC | 13,200 | $910 | 12/31/2023 |
FXZ | 13,200 | $910 | 12/31/2023 |
Monterey Private Wealth Inc. | 12,161 | $868 | 03/31/2024 |
FXZ | 12,161 | $868 | 03/31/2024 |
HFG Advisors Inc. | 11,854 | $846 | 03/31/2024 |
FXZ | 11,854 | $846 | 03/31/2024 |
Quad Cities Investment Group LLC | 11,647 | $831 | 03/31/2024 |
FXZ | 11,647 | $831 | 03/31/2024 |
Private Advisor Group LLC | 11,167 | $770 | 12/31/2023 |
FXZ | 11,167 | $770 | 12/31/2023 |
GWM Advisors LLC | 11,112 | $766 | 12/31/2023 |
FXZ | 11,112 | $766 | 12/31/2023 |
J.W. Cole Advisors Inc. | 10,833 | $747 | 12/31/2023 |
FXZ | 10,833 | $747 | 12/31/2023 |
Apollon Financial LLC | 10,627 | $733 | 12/31/2023 |
FXZ | 10,627 | $733 | 12/31/2023 |
Capital Wealth Alliance LLC | 10,241 | $706 | 12/31/2023 |
FXZ | 10,241 | $706 | 12/31/2023 |
Kestra Advisory Services LLC | 10,142 | $699 | 12/31/2023 |
FXZ | 10,142 | $699 | 12/31/2023 |
NBC Securities Inc. | 9,503 | $677 | 03/31/2024 |
FXZ | 9,503 | $677 | 03/31/2024 |
Green Harvest Asset Management LLC | 9,542 | $658 | 12/31/2023 |
FXZ | 9,542 | $658 | 12/31/2023 |
Barometer Capital Management Inc. | 9,400 | $648 | 12/31/2023 |
FXZ | 9,400 | $648 | 12/31/2023 |
Arbor Capital Management Inc. ADV | 9,329 | $643 | 12/31/2023 |
FXZ | 9,329 | $643 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 8,898 | $614 | 12/31/2023 |
FXZ | 8,898 | $614 | 12/31/2023 |
Equitable Holdings Inc. | 8,733 | $602 | 12/31/2023 |
FXZ | 8,733 | $602 | 12/31/2023 |
Csenge Advisory Group | 8,653 | $597 | 12/31/2023 |
FXZ | 8,653 | $597 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 8,450 | $583 | 12/31/2023 |
FXZ | 8,450 | $583 | 12/31/2023 |
ROI Financial Advisors LLC | 8,076 | $557 | 12/31/2023 |
FXZ | 8,076 | $557 | 12/31/2023 |
First Heartland Consultants Inc. | 8,054 | $555 | 12/31/2023 |
FXZ | 8,054 | $555 | 12/31/2023 |
Oppenheimer & Co. Inc. | 7,137 | $492 | 12/31/2023 |
FXZ | 7,137 | $492 | 12/31/2023 |
CoreCap Advisors LLC | 6,993 | $482 | 12/31/2023 |
FXZ | 6,993 | $482 | 12/31/2023 |
WMG Financial Advisors LLC | 6,842 | $472 | 12/31/2023 |
FXZ | 6,842 | $472 | 12/31/2023 |
RPg Family Wealth Advisory LLC | 6,779 | $467 | 12/31/2023 |
FXZ | 6,779 | $467 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 6,774 | $467 | 12/31/2023 |
FXZ | 6,774 | $467 | 12/31/2023 |
Spire Wealth Management | 7,155 | $467 | 12/31/2023 |
FXZ | 7,155 | $467 | 12/31/2023 |
Willner & Heller LLC | 6,692 | $461 | 12/31/2023 |
FXZ | 6,692 | $461 | 12/31/2023 |
Southland Equity Partners LLC | 6,313 | $450 | 03/31/2024 |
FXZ | 6,313 | $450 | 03/31/2024 |
Schrum Private Wealth Management LLC | 6,230 | $430 | 12/31/2023 |
FXZ | 6,230 | $430 | 12/31/2023 |
MONECO Advisors LLC | 6,063 | $418 | 12/31/2023 |
FXZ | 6,063 | $418 | 12/31/2023 |
Stratos Wealth Partners LTD. | 5,818 | $415 | 03/31/2024 |
FXZ | 5,818 | $415 | 03/31/2024 |
Clarus Wealth Advisors | 5,440 | $386 | 03/31/2024 |
FXZ | 5,440 | $386 | 03/31/2024 |
Yarger Wealth Strategies LLC | 5,509 | $380 | 12/31/2023 |
FXZ | 5,509 | $380 | 12/31/2023 |
Marshall Wace LLP | 5,306 | $366 | 12/31/2023 |
FXZ | 5,306 | $366 | 12/31/2023 |
Cetera Investment Advisers | 5,062 | $349 | 12/31/2023 |
FXZ | 5,062 | $349 | 12/31/2023 |
Belpointe Asset Management LLC | 5,000 | $345 | 12/31/2023 |
FXZ | 5,000 | $345 | 12/31/2023 |
Fortis Capital Advisors LLC | 5,000 | $345 | 12/31/2023 |
FXZ | 5,000 | $345 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 4,942 | $341 | 12/31/2023 |
FXZ | 4,942 | $341 | 12/31/2023 |
SignalPoint Asset Management LLC | 4,596 | $328 | 03/31/2024 |
FXZ | 4,596 | $328 | 03/31/2024 |
Kestra Private Wealth Services LLC | 4,693 | $324 | 12/31/2023 |
FXZ | 4,693 | $324 | 12/31/2023 |
Farther Finance Advisors LLC | 4,388 | $303 | 12/31/2023 |
FXZ | 4,388 | $303 | 12/31/2023 |
Petix & Botte Co | 4,320 | $298 | 12/31/2023 |
FXZ | 4,320 | $298 | 12/31/2023 |
Arkadios Wealth Advisors | 4,252 | $293 | 12/31/2023 |
FXZ | 4,252 | $293 | 12/31/2023 |
The PNC Financial Services Group Inc. | 4,078 | $281 | 12/31/2023 |
FXZ | 4,078 | $281 | 12/31/2023 |
Banco Santander S.A. | 4,060 | $280 | 12/31/2023 |
FXZ | 4,060 | $280 | 12/31/2023 |
Atlas Brown Inc. | 3,903 | $278 | 03/31/2024 |
FXZ | 3,903 | $278 | 03/31/2024 |
Regal Investment Advisors LLC | 4,035 | $278 | 12/31/2023 |
FXZ | 4,035 | $278 | 12/31/2023 |
National Asset Management Inc. | 4,011 | $277 | 12/31/2023 |
FXZ | 4,011 | $277 | 12/31/2023 |
Avantax Advisory Services Inc. | 3,788 | $261 | 12/31/2023 |
FXZ | 3,788 | $261 | 12/31/2023 |
Geneos Wealth Management Inc. | 3,685 | $254 | 12/31/2023 |
FXZ | 3,685 | $254 | 12/31/2023 |
Aurora Private Wealth Inc. | 3,369 | $232 | 12/31/2023 |
FXZ | 3,369 | $232 | 12/31/2023 |
Apeiron RIA LLC | 3,233 | $231 | 03/31/2024 |
FXZ | 3,233 | $231 | 03/31/2024 |
Pacific Sun Financial Corp | 3,325 | $229 | 12/31/2023 |
FXZ | 3,325 | $229 | 12/31/2023 |
We Are One Seven LLC | 3,207 | $221 | 12/31/2023 |
FXZ | 3,207 | $221 | 12/31/2023 |
Empirical Asset Management LLC | 3,177 | $219 | 12/31/2023 |
FXZ | 3,177 | $219 | 12/31/2023 |
Eagle Strategies LLC | 3,094 | $213 | 12/31/2023 |
FXZ | 3,094 | $213 | 12/31/2023 |
Ameritas Advisory Services LLC | 2,974 | $200 | 12/31/2023 |
FXZ | 2,974 | $200 | 12/31/2023 |
IFP Advisors Inc | 2,551 | $176 | 12/31/2023 |
FXZ | 2,551 | $176 | 12/31/2023 |
Impact Partnership Wealth LLC | 2,451 | $169 | 12/31/2023 |
FXZ | 2,451 | $169 | 12/31/2023 |
Parallel Advisors LLC | 2,240 | $154 | 12/31/2023 |
FXZ | 2,240 | $154 | 12/31/2023 |
Financial Advisory Service Inc. | 2,010 | $139 | 12/31/2023 |
FXZ | 2,010 | $139 | 12/31/2023 |
Fifth Third Bancorp | 2,000 | $138 | 12/31/2023 |
FXZ | 2,000 | $138 | 12/31/2023 |
Comerica Bank | 1,989 | $137 | 12/31/2023 |
FXZ | 1,989 | $137 | 12/31/2023 |
Qube Research & Technologies Ltd | 1,898 | $131 | 12/31/2023 |
FXZ | 1,898 | $131 | 12/31/2023 |
NewSquare Capital LLC | 1,740 | $120 | 12/31/2023 |
FXZ | 1,740 | $120 | 12/31/2023 |
CWM LLC | 1,509 | $108 | 03/31/2024 |
FXZ | 1,509 | $108 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 1,203 | $83 | 12/31/2023 |
FXZ | 1,203 | $83 | 12/31/2023 |
Fortitude Family Office LLC | 1,145 | $82 | 03/31/2024 |
FXZ | 1,145 | $82 | 03/31/2024 |
Planning Capital Management Corp | 950 | $66 | 12/31/2023 |
FXZ | 950 | $66 | 12/31/2023 |
Private Trust Co. NA | 781 | $54 | 12/31/2023 |
FXZ | 781 | $54 | 12/31/2023 |
Coppell Advisory Solutions LLC | 745 | $51 | 12/31/2023 |
FXZ | 745 | $51 | 12/31/2023 |
FMR LLC | 605 | $42 | 12/31/2023 |
FXZ | 605 | $42 | 12/31/2023 |
Armstrong Advisory Group Inc. | 563 | $39 | 03/31/2024 |
FXZ | 563 | $39 | 03/31/2024 |
Creekmur Asset Management LLC | 430 | $30 | 12/31/2023 |
FXZ | 430 | $30 | 12/31/2023 |
Piscataqua Savings Bank | 390 | $28 | 03/31/2024 |
FXZ | 390 | $28 | 03/31/2024 |
First Horizon Advisors Inc. | 377 | $26 | 12/31/2023 |
FXZ | 377 | $26 | 12/31/2023 |
Baystate Wealth Management LLC | 351 | $24 | 12/31/2023 |
FXZ | 351 | $24 | 12/31/2023 |
BlackRock Inc. | 339 | $23 | 12/31/2023 |
FXZ | 339 | $23 | 12/31/2023 |
Signaturefd LLC | 339 | $23 | 12/31/2023 |
FXZ | 339 | $23 | 12/31/2023 |
Wagner Wealth Management LLC | 310 | $21 | 12/31/2023 |
FXZ | 310 | $21 | 12/31/2023 |
VitalStone Financial LLC | 291 | $20 | 12/31/2023 |
FXZ | 291 | $20 | 12/31/2023 |
Mather Group LLC. | 271 | $19 | 03/31/2024 |
FXZ | 271 | $19 | 03/31/2024 |
Principal Securities Inc. | 274 | $19 | 12/31/2023 |
FXZ | 274 | $19 | 12/31/2023 |
Register Financial Advisors LLC | 227 | $16 | 03/31/2024 |
FXZ | 227 | $16 | 03/31/2024 |
Capital Investment Advisory Services LLC | 225 | $16 | 12/31/2023 |
FXZ | 225 | $16 | 12/31/2023 |
Global Retirement Partners LLC | 228 | $15 | 12/31/2023 |
FXZ | 228 | $15 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 210 | $14 | 12/31/2023 |
FXZ | 210 | $14 | 12/31/2023 |
WFA Asset Management Corp | 171 | $12 | 03/31/2024 |
FXZ | 171 | $12 | 03/31/2024 |
Proequities Inc. | 150 | $10 | 12/31/2023 |
FXZ | 150 | $10 | 12/31/2023 |
US Bancorp DE | 125 | $9 | 12/31/2023 |
FXZ | 125 | $9 | 12/31/2023 |
Advisory Services Network LLC | 132 | $9 | 12/31/2023 |
FXZ | 132 | $9 | 12/31/2023 |
Tower Research Capital LLC TRC | 111 | $8 | 12/31/2023 |
FXZ | 111 | $8 | 12/31/2023 |
Westside Investment Management Inc. | 92 | $7 | 03/31/2024 |
FXZ | 92 | $7 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 85 | $6 | 12/31/2023 |
FXZ | 85 | $6 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 60 | $4 | 12/31/2023 |
FXZ | 60 | $4 | 12/31/2023 |
Blair William & Co. IL | 46 | $3 | 12/31/2023 |
FXZ | 46 | $3 | 12/31/2023 |
Benjamin Edwards Inc. | 43 | $3 | 12/31/2023 |
FXZ | 43 | $3 | 12/31/2023 |
Ronald Blue Trust Inc. | 40 | $3 | 12/31/2023 |
FXZ | 40 | $3 | 12/31/2023 |
Hexagon Capital Partners LLC | 16 | $1 | 03/31/2024 |
FXZ | 16 | $1 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 10 | $1 | 03/31/2024 |
FXZ | 10 | $1 | 03/31/2024 |
JPMorgan Chase & Co. | 1 | $0 | 12/31/2023 |
FXZ | 1 | $0 | 12/31/2023 |
Raleigh Capital Management Inc. | 3 | $0 | 12/31/2023 |
FXZ | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FXZ
See Details: Top 10 Hedge Funds Holding FXZ
Also See: FXZ Holdings Changes
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