Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
228K+ 301.04% |
$8.63M - $9.87M
|
304K
$13.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
62.6K+ 724.66% |
$2.37M - $2.71M
|
71.2K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52.8KNew |
$2M - $2.29M
|
52.8K
$2.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.9K+ 37.58% |
$1.4M - $1.6M
|
135K
$5.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
34.4KNew |
$1.3M - $1.49M
|
34.4K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
25.1K+ 92.17% |
$950K - $1.09M
|
52.3K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
19.7KNew |
$747K - $854K
|
19.7K
$868K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
13.3KNew |
$505K - $577K
|
13.3K
$587K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
8.3KNew |
$314K - $359K
|
8.3K
$365K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.34K+ 36.62% |
$278K - $318K
|
27.4K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.45KNew |
$206K - $236K
|
5.45K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.01K+ 34.2% |
$152K - $174K
|
15.7K
$693K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.79K+ 40.39% |
$106K - $121K
|
9.7K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.32K+ 14.31% |
$50.1K - $57.3K
|
10.6K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
811+ 5.64% |
$30.7K - $35.1K
|
15.2K
$669K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
612+ 276.92% |
$23.2K - $26.5K
|
833
$36.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
600+ 6.56% |
$22.7K - $26K
|
9.74K
$429K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
518+ 1.68% |
$19.6K - $22.4K
|
31.4K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
471New |
$17.8K - $20.4K
|
471
$20.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
417+ 11.17% |
$15.8K - $18.1K
|
4.15K
$183K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
372+ 3.96% |
$14.1K - $16.1K
|
9.76K
$429K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$7.57K - $8.66K
|
200
$8.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
43+ 0.29% |
$1.63K - $1.86K
|
14.7K
$647K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30- 0.58% |
$1.14K - $1.3K
|
5.18K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-52- 6.59% |
$1.97K - $2.25K
|
737
$32.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 1.67% |
$2.27K - $2.6K
|
3.54K
$156K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-342- 7.9% |
$12.9K - $14.8K
|
3.99K
$175K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-470- 8.61% |
$17.8K - $20.3K
|
4.99K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-470- 8.61% |
$17.8K - $20.3K
|
4.99K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-526- 1.65% |
$19.9K - $22.8K
|
31.3K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-706- 33.91% |
$26.7K - $30.6K
|
1.38K
$60.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-900- 5.46% |
$34.1K - $39K
|
15.6K
$686K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.02K- 83.04% |
$38.7K - $44.3K
|
209
$9.2K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.43K- 38.45% |
$206K - $235K
|
8.7K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-7.32K- 28.91% |
$277K - $317K
|
18K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.36K- 23.32% |
$317K - $362K
|
27.5K
$1.21M
|