Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 67.01% |
$4.75M - $5.41M
|
384K
$14.4M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
147K+ 67.03% |
$4.52M - $5.16M
|
366K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
126K+ 231.3% |
$3.87M - $4.42M
|
180K
$6.76M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
116K+ 59.51% |
$3.58M - $4.08M
|
311K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
75.3K+ 68.37% |
$2.32M - $2.64M
|
186K
$6.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.4K+ 13.34% |
$1.58M - $1.8M
|
437K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.2K+ 190.06% |
$1.18M - $1.34M
|
58.3K
$2.19M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 268.36% |
$1.14M - $1.3M
|
51K
$1.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.7KNew |
$1.1M - $1.25M
|
35.7K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.8K+ 19.17% |
$1.01M - $1.15M
|
204K
$7.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27K+ 3.01% |
$832K - $949K
|
927K
$34.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27K+ 3.01% |
$832K - $949K
|
927K
$34.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25.5K+ 495.63% |
$786K - $897K
|
30.7K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.9KNew |
$614K - $700K
|
19.9K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
19.8K+ 18.58% |
$610K - $696K
|
127K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.4K+ 23.32% |
$565K - $645K
|
97.1K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.7K+ 72.2% |
$483K - $551K
|
37.4K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.8KNew |
$424K - $484K
|
13.8K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5K+ 67.24% |
$416K - $474K
|
33.6K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.9KNew |
$397K - $453K
|
12.9K
$484K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$328K - $374K
|
10.7K
$400K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10KNew |
$309K - $352K
|
10K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10KNew |
$308K - $351K
|
10K
$375K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
9.8KNew |
$302K - $344K
|
9.8K
$368K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.87KNew |
$273K - $312K
|
8.87K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.4K+ 64.75% |
$258K - $295K
|
21.4K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.94KNew |
$244K - $279K
|
7.94K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.14K+ 104.72% |
$220K - $251K
|
14K
$524K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.71KNew |
$206K - $235K
|
6.71K
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.55KNew |
$201K - $230K
|
6.55K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.35KNew |
$195K - $223K
|
6.35K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.07KNew |
$187K - $213K
|
6.07K
$228K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.48K+ 21.16% |
$138K - $157K
|
25.7K
$963K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.25K+ 28.48% |
$100K - $114K
|
14.7K
$550K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.87K+ 26.92% |
$57.6K - $65.7K
|
8.82K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.79K+ 15.41% |
$55.2K - $62.9K
|
13.4K
$504K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.66K+ 24.07% |
$50.9K - $58.1K
|
8.53K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.57KNew |
$48.3K - $55.1K
|
1.57K
$58.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.55K+ 32.83% |
$47.8K - $54.6K
|
6.29K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1K+ 8.31% |
$33.9K - $38.7K
|
14.3K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.03K+ 1.89% |
$31.5K - $36K
|
55.3K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
751+ 7.0% |
$23.1K - $26.4K
|
11.5K
$431K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
739+ 175.12% |
$22.7K - $25.9K
|
1.16K
$43.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
606+ 3.33% |
$18.7K - $21.3K
|
18.8K
$706K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
501+ 5.15% |
$15.4K - $17.6K
|
10.2K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
463+ 4.44% |
$14.3K - $16.3K
|
10.9K
$409K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
441+ 150.51% |
$13.6K - $15.5K
|
734
$27.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
351+ 1.07% |
$10.8K - $12.3K
|
33.3K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
313+ 3.96% |
$9.63K - $11K
|
8.21K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
203New |
$6.25K - $7.13K
|
203
$7.62K
|