Purchases and Sales Made in Q1 2022 in First Tr Exchange Traded Fd Ut (FXU)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ut (FXU) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD UT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.44MNew |
$43.3M - $48.8M
|
1.44M
$53.9M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 286.69% |
$3.28M - $3.7M
|
147K
$5.5M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
101K+ 183.72% |
$3.06M - $3.45M
|
157K
$5.88M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54K+ 465.85% |
$1.63M - $1.84M
|
65.6K
$2.46M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.1KNew |
$1.42M - $1.6M
|
47.1K
$1.77M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.8K+ 125.89% |
$1.23M - $1.39M
|
73.3K
$2.75M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.6K+ 19.85% |
$1.16M - $1.31M
|
233K
$8.75M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.9K+ 412.4% |
$1.02M - $1.15M
|
42.1K
$1.58M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
23.6KNew |
$712K - $804K
|
23.6K
$887K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.5KNew |
$677K - $764K
|
22.5K
$843K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.8K+ 13.28% |
$565K - $638K
|
160K
$6M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.6K+ 1.81% |
$471K - $531K
|
879K
$33M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 87.7% |
$411K - $464K
|
29.2K
$1.1M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2KNew |
$308K - $347K
|
10.2K
$383K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.1K+ 100.12% |
$304K - $343K
|
20.2K
$757K
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
7.89K+ 36.54% |
$238K - $268K
|
29.5K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
7.65K+ 3.23% |
$231K - $260K
|
245K
$9.18M
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.15KNew |
$216K - $243K
|
7.15K
$268K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.51K+ 48.94% |
$166K - $187K
|
16.8K
$629K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.35KNew |
$131K - $148K
|
4.35K
$163K
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.25K+ 26.64% |
$97.9K - $110K
|
15.4K
$580K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.55KNew |
$76.8K - $86.6K
|
2.55K
$95.6K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.49K+ 31.7% |
$74.9K - $84.5K
|
10.3K
$387K
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.46K+ 15.92% |
$74.2K - $83.7K
|
17.9K
$673K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.42K+ 3.78% |
$73K - $82.4K
|
66.5K
$2.5M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.41K+ 52.66% |
$72.8K - $82.1K
|
7K
$263K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.84K+ 25.44% |
$55.5K - $62.6K
|
9.08K
$341K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.69KNew |
$50.9K - $57.5K
|
1.69K
$63.4K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.24KNew |
$37.4K - $42.2K
|
1.24K
$46.6K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
709+ 85.73% |
$21.4K - $24.1K
|
1.54K
$57.6K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
465+ 4.55% |
$14K - $15.8K
|
10.7K
$401K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
440New |
$13.3K - $15K
|
440
$16.5K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250New |
$7.54K - $8.5K
|
250
$9.38K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
238+ 0.7% |
$7.17K - $8.09K
|
34.1K
$1.28M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
162+ 15.7% |
$4.88K - $5.51K
|
1.19K
$44.8K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
161+ 1.74% |
$4.85K - $5.48K
|
9.41K
$353K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
145+ 2.36% |
$4.37K - $4.93K
|
6.28K
$236K
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
95+ 1.09% |
$2.86K - $3.23K
|
8.82K
$331K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5+ 0.05% |
$151 - $170
|
10.8K
$404K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-14Closed |
$422 - $476
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-14- 0.16% |
$422 - $476
|
8.99K
$337K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-140Closed |
$4.22K - $4.76K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-165- 4.45% |
$4.97K - $5.61K
|
3.54K
$133K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-300- 3.33% |
$9.04K - $10.2K
|
8.7K
$327K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-324- 41.38% |
$9.77K - $11K
|
459
$17.2K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-340- 5.25% |
$10.2K - $11.6K
|
6.13K
$230K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-602- 5.39% |
$18.1K - $20.5K
|
10.6K
$397K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-789- 26.85% |
$23.8K - $26.8K
|
2.15K
$80.7K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-809- 1.54% |
$24.4K - $27.5K
|
51.8K
$1.94M
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-831- 14.71% |
$25K - $28.3K
|
4.82K
$181K
|