Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.7KNew |
$511K - $562K
|
13.7K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3K+ 52.0% |
$459K - $504K
|
35.8K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11K+ 126.96% |
$413K - $454K
|
19.7K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
10.1KNew |
$380K - $417K
|
10.1K
$436K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.51KNew |
$356K - $391K
|
9.51K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.38KNew |
$351K - $386K
|
9.38K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.3KNew |
$348K - $383K
|
9.3K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.94KNew |
$335K - $368K
|
8.94K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.91K+ 1081.4% |
$296K - $325K
|
8.64K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.04KNew |
$226K - $249K
|
6.04K
$259K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.46KNew |
$204K - $225K
|
5.46K
$234K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.46KNew |
$204K - $225K
|
5.46K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.26K+ 19.56% |
$197K - $216K
|
32.1K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.21KNew |
$195K - $215K
|
5.21K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.13KNew |
$192K - $211K
|
5.13K
$220K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.12KNew |
$192K - $211K
|
5.12K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.09KNew |
$190K - $209K
|
5.09K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4.33KNew |
$162K - $178K
|
4.33K
$186K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.31K+ 19.39% |
$161K - $177K
|
26.5K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.24K+ 14.9% |
$159K - $175K
|
32.7K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.95K+ 29.82% |
$148K - $162K
|
17.2K
$738K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.75K+ 68.18% |
$140K - $154K
|
9.25K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.73KNew |
$140K - $154K
|
3.73K
$160K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.59K+ 51314.29% |
$134K - $148K
|
3.6K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.1K+ 45.24% |
$116K - $127K
|
9.94K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.91K+ 7.82% |
$109K - $120K
|
40.1K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.8K+ 39.4% |
$105K - $115K
|
9.92K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.08K+ 22.95% |
$77.7K - $85.4K
|
11.1K
$477K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.84K+ 12.32% |
$68.8K - $75.6K
|
16.8K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.72K+ 23.8% |
$64.3K - $70.7K
|
8.94K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.64K+ 125.29% |
$61.4K - $67.5K
|
2.95K
$127K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.23KNew |
$46.1K - $50.7K
|
1.23K
$52.9K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
650+ 2.95% |
$24.3K - $26.7K
|
22.7K
$975K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
640+ 0.44% |
$23.9K - $26.3K
|
147K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
343+ 2.92% |
$12.8K - $14.1K
|
12.1K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
338+ 31.53% |
$12.6K - $13.9K
|
1.41K
$60.5K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
267+ 2.45% |
$9.99K - $11K
|
11.2K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
200New |
$7.48K - $8.23K
|
200
$8.58K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
144+ 1.9% |
$5.39K - $5.92K
|
7.71K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
136+ 0.63% |
$5.09K - $5.6K
|
21.7K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
120New |
$4.49K - $4.94K
|
120
$5.15K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
112+ 8.28% |
$4.19K - $4.61K
|
1.46K
$62.8K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
70+ 0.4% |
$2.62K - $2.88K
|
17.7K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
55+ 0.5% |
$2.06K - $2.26K
|
11K
$474K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
54New |
$2.02K - $2.22K
|
54
$2.32K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
31+ 0.51% |
$1.16K - $1.28K
|
6.09K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.21% |
$748 - $823
|
9.47K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6+ 0.07% |
$225 - $247
|
8.9K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.45% |
$37.4 - $41.1
|
221
$9.49K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.31% |
$37.4 - $41.1
|
319
$13.7K
|