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 |
---|---|---|---|---|---|---|---|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
37+ 0.49% |
$1.14K - $1.26K
|
7.52K
$282K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
35+ 0.43% |
$1.08K - $1.19K
|
8.25K
$310K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16+ 0.23% |
$493 - $544
|
7.07K
$265K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5+ 0.07% |
$154 - $170
|
6.74K
$253K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 1.49% |
$616 - $679
|
1.32K
$49.5K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32- 19.16% |
$986 - $1.09K
|
135
$5.07K
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-34- 0.38% |
$1.05K - $1.15K
|
8.92K
$335K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-37- 0.83% |
$1.14K - $1.26K
|
4.41K
$165K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-194- 0.8% |
$5.98K - $6.59K
|
24.1K
$904K
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-211- 1.28% |
$6.5K - $7.17K
|
16.3K
$611K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-354Closed |
$10.9K - $12K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-397- 0.59% |
$12.2K - $13.5K
|
67.4K
$2.53M
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-442- 2.02% |
$13.6K - $15K
|
21.4K
$804K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-550- 34.06% |
$17K - $18.7K
|
1.07K
$40K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-920- 2.8% |
$28.4K - $31.3K
|
31.9K
$1.2M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.28K- 8.25% |
$39.4K - $43.4K
|
14.2K
$534K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.28K- 11.22% |
$39.5K - $43.5K
|
10.1K
$380K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.49K- 11.71% |
$45.9K - $50.6K
|
11.2K
$422K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.52K- 21.01% |
$46.9K - $51.7K
|
5.72K
$215K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 4.01% |
$49.2K - $54.3K
|
38.2K
$1.43M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.1K- 1.51% |
$64.8K - $71.4K
|
137K
$5.16M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.29K- 12.24% |
$70.4K - $77.6K
|
16.4K
$615K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.39K- 0.8% |
$73.7K - $81.2K
|
298K
$11.2M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.62K- 85.87% |
$142K - $157K
|
760
$28.5K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.28K- 34.69% |
$163K - $179K
|
9.94K
$373K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.69K- 36.01% |
$237K - $261K
|
13.7K
$513K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13K- 24.28% |
$400K - $441K
|
40.5K
$1.52M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14K- 9.74% |
$432K - $477K
|
130K
$4.88M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.7K- 3.08% |
$515K - $568K
|
526K
$19.8M
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-17.2K- 89.16% |
$530K - $584K
|
2.09K
$78.5K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.1K- 53.82% |
$680K - $749K
|
18.9K
$710K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.6K- 17.49% |
$882K - $972K
|
135K
$5.07M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.9K- 39.23% |
$953K - $1.05M
|
47.9K
$1.8M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-37.1K- 47.54% |
$1.14M - $1.26M
|
41K
$1.54M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-48K- 13.78% |
$1.48M - $1.63M
|
300K
$11.3M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.1K- 7.3% |
$1.95M - $2.14M
|
802K
$30.1M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-70.5K- 25.74% |
$2.17M - $2.39M
|
203K
$7.64M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-77.2K- 68.47% |
$2.38M - $2.62M
|
35.5K
$1.33M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-89.2K- 90.79% |
$2.75M - $3.03M
|
9.06K
$340K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-167K- 47.7% |
$5.16M - $5.68M
|
183K
$6.89M
|