Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
89.4KNew |
$2.76M - $3.04M
|
89.4K
$3.35M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.4K+ 2.82% |
$1.4M - $1.54M
|
1.66M
$62.2M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
33.4KNew |
$1.03M - $1.13M
|
33.4K
$1.25M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.5K+ 43.21% |
$877K - $967K
|
94.3K
$3.54M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9K+ 180.08% |
$830K - $915K
|
41.9K
$1.57M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
26.3KNew |
$809K - $892K
|
26.3K
$985K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 18.09% |
$722K - $796K
|
153K
$5.74M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
22.9K+ 16.34% |
$707K - $779K
|
163K
$6.13M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 9.24% |
$634K - $699K
|
243K
$9.12M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.4K+ 43.38% |
$598K - $659K
|
64.1K
$2.41M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
15.6KNew |
$482K - $531K
|
15.6K
$587K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.7KNew |
$391K - $430K
|
12.7K
$476K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$345K - $381K
|
11.2K
$420K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.94K+ 24.43% |
$306K - $338K
|
50.6K
$1.9M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.74K+ 104.63% |
$300K - $331K
|
19K
$715K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.74K+ 104.63% |
$300K - $331K
|
19K
$715K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.4K+ 4.36% |
$259K - $285K
|
201K
$7.54M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.29K+ 57.98% |
$255K - $282K
|
22.6K
$848K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.18KNew |
$252K - $278K
|
8.18K
$307K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.65KNew |
$205K - $226K
|
6.65K
$249K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.43KNew |
$198K - $219K
|
6.43K
$241K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.19KNew |
$191K - $210K
|
6.19K
$232K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.74K+ 10.78% |
$177K - $195K
|
58.9K
$2.21M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.01K+ 4.87% |
$124K - $136K
|
86.3K
$3.24M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.7K+ 57.42% |
$114K - $126K
|
10.1K
$381K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.4K+ 203.47% |
$105K - $115K
|
5.07K
$190K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.94K+ 8.27% |
$90.7K - $100K
|
38.6K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.87K+ 76.81% |
$88.5K - $97.5K
|
6.61K
$248K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.68K+ 49.56% |
$82.6K - $91K
|
8.09K
$303K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.59KNew |
$79.9K - $88K
|
2.59K
$97.2K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.79K+ 30.82% |
$55K - $60.7K
|
7.58K
$284K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.59K+ 16.92% |
$49K - $54K
|
11K
$413K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 18.07% |
$47.4K - $52.2K
|
10.1K
$377K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.29K+ 13.53% |
$39.7K - $43.7K
|
10.8K
$405K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28K+ 12.64% |
$39.5K - $43.5K
|
11.4K
$428K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.22K+ 6.18% |
$37.6K - $41.4K
|
21K
$786K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.14KNew |
$35K - $38.6K
|
1.14K
$42.6K
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
750+ 1.71% |
$23.1K - $25.5K
|
44.7K
$1.68M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
750New |
$23.1K - $25.5K
|
750
$28.1K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
630+ 9.3% |
$19.4K - $21.4K
|
7.4K
$278K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
565New |
$17.4K - $19.2K
|
565
$21.2K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
465+ 4.25% |
$14.3K - $15.8K
|
11.4K
$428K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
393New |
$12.1K - $13.4K
|
393
$14.7K
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
329+ 1.51% |
$10.1K - $11.2K
|
22.1K
$828K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
228New |
$7.03K - $7.75K
|
228
$8.56K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
110+ 104.76% |
$3.39K - $3.74K
|
215
$8.07K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
105+ 1.74% |
$3.24K - $3.57K
|
6.15K
$231K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
100New |
$3.08K - $3.4K
|
100
$3.75K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
60New |
$1.85K - $2.04K
|
60
$2.25K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
55+ 1.57% |
$1.7K - $1.87K
|
3.56K
$134K
|