Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-121- 1.05% |
$3.58K - $3.93K
|
11.5K
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-199- 1.75% |
$5.89K - $6.46K
|
11.2K
$427K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-200- 2.82% |
$5.92K - $6.49K
|
6.9K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-211- 2.92% |
$6.24K - $6.85K
|
7.03K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-307- 49.2% |
$9.08K - $9.97K
|
317
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-409- 3.77% |
$12.1K - $13.3K
|
10.4K
$399K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-466- 6.3% |
$13.8K - $15.1K
|
6.93K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-964- 6.92% |
$28.5K - $31.3K
|
13K
$496K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 8.43% |
$36K - $39.5K
|
13.2K
$505K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.81K- 8.76% |
$53.5K - $58.8K
|
18.8K
$720K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.32K- 16.64% |
$68.7K - $75.3K
|
11.6K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.95K- 12.2% |
$117K - $128K
|
28.4K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.41K- 17.98% |
$130K - $143K
|
20.1K
$768K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.63K- 7.84% |
$137K - $150K
|
54.4K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.29K- 68.12% |
$157K - $172K
|
2.48K
$94.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.24K- 6.96% |
$244K - $267K
|
110K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.58K- 18.68% |
$254K - $278K
|
37.3K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.83K- 11.1% |
$291K - $319K
|
78.7K
$3.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 24.11% |
$310K - $340K
|
33K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.7K- 37.52% |
$376K - $413K
|
21.2K
$810K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-15.4K- 8.78% |
$455K - $499K
|
160K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.8K- 42.31% |
$469K - $514K
|
21.6K
$826K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.2K- 14.02% |
$478K - $524K
|
99K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.5K- 60.09% |
$635K - $697K
|
14.3K
$545K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.1K- 26.11% |
$654K - $718K
|
62.5K
$2.39M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 2.92% |
$800K - $878K
|
900K
$34.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.1K- 67.74% |
$860K - $944K
|
13.8K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-45.9K- 14.64% |
$1.36M - $1.49M
|
268K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110K- 67.18% |
$3.26M - $3.57M
|
53.8K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-171K- 30.75% |
$5.06M - $5.55M
|
385K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-320K- 26.22% |
$9.46M - $10.4M
|
900K
$34.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-320K- 26.22% |
$9.46M - $10.4M
|
900K
$34.4M
|