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 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2- 0.05% |
$74.8 - $82.3
|
3.73K
$160K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7- 10.94% |
$262 - $288
|
57
$2.45K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-15- 0.23% |
$561 - $617
|
6.56K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21- 1.7% |
$786 - $864
|
1.21K
$52.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-34- 0.34% |
$1.27K - $1.4K
|
9.97K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-169- 82.04% |
$6.32K - $6.95K
|
37
$1.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-177- 2.47% |
$6.62K - $7.28K
|
7K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 3.45% |
$7.48K - $8.23K
|
5.6K
$240K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-207- 1.88% |
$7.75K - $8.52K
|
10.8K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-304- 88.37% |
$11.4K - $12.5K
|
40
$1.72K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-314- 28.47% |
$11.7K - $12.9K
|
789
$33.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-353- 2.68% |
$13.2K - $14.5K
|
12.8K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-388- 2.12% |
$14.5K - $16K
|
17.9K
$768K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-560- 6.37% |
$21K - $23K
|
8.24K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-628- 8.5% |
$23.5K - $25.8K
|
6.76K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-641- 42.99% |
$24K - $26.4K
|
850
$36.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-702- 2.16% |
$26.3K - $28.9K
|
31.9K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-714- 4.97% |
$26.7K - $29.4K
|
13.7K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-823- 5.01% |
$30.8K - $33.9K
|
15.6K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 13.03% |
$54.3K - $59.7K
|
9.68K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.5KClosed |
$56.1K - $61.7K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.55K- 33.97% |
$58.1K - $63.8K
|
3.02K
$129K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.97K- 12.25% |
$73.8K - $81.2K
|
14.1K
$606K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.01K- 18.01% |
$75.1K - $82.6K
|
9.14K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.52K- 49.89% |
$94.3K - $104K
|
2.53K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.57K- 30.24% |
$96.1K - $106K
|
5.93K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.7K- 52.23% |
$139K - $152K
|
3.39K
$145K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.78K- 33.17% |
$179K - $197K
|
9.63K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.27K- 31.0% |
$197K - $217K
|
11.7K
$503K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.83K- 13.52% |
$218K - $240K
|
37.3K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.86K- 80.41% |
$332K - $365K
|
2.16K
$92.7K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16K- 68.59% |
$600K - $660K
|
7.35K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18.9K- 8.53% |
$706K - $777K
|
202K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.4K- 68.66% |
$1.02M - $1.13M
|
12.5K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-27.9K- 84.09% |
$1.04M - $1.15M
|
5.28K
$227K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-60.9K- 89.15% |
$2.28M - $2.51M
|
7.42K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.9K- 34.92% |
$2.65M - $2.92M
|
132K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-90.9K- 27.68% |
$3.4M - $3.74M
|
237K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-127K- 62.56% |
$4.73M - $5.2M
|
75.7K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-202K- 94.28% |
$7.56M - $8.31M
|
12.2K
$526K
|