Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
160KNew |
$4.57M - $5.35M
|
160K
$6.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
66.1KNew |
$1.89M - $2.21M
|
66.1K
$2.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
55.6KNew |
$1.59M - $1.86M
|
55.6K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.7K+ 28.04% |
$562K - $657K
|
89.8K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.4KNew |
$439K - $514K
|
15.4K
$577K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
14.7KNew |
$420K - $492K
|
14.7K
$552K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8KNew |
$364K - $426K
|
12.8K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$314K - $368K
|
11K
$413K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.78KNew |
$251K - $293K
|
8.78K
$329K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
8.74K+ 29.22% |
$250K - $292K
|
38.7K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.54K+ 5.04% |
$244K - $285K
|
178K
$6.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.68KNew |
$219K - $257K
|
7.68K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.23K+ 51.63% |
$207K - $242K
|
21.2K
$797K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.25K+ 14.99% |
$179K - $209K
|
48K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.07K+ 13.4% |
$173K - $203K
|
51.4K
$1.93M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.04KNew |
$172K - $202K
|
6.04K
$227K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.8K+ 411.85% |
$137K - $160K
|
5.96K
$224K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.36K+ 37.36% |
$124K - $146K
|
16K
$601K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.4K+ 43.44% |
$97.1K - $114K
|
11.2K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.1K+ 11.59% |
$88.5K - $104K
|
29.8K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.82KNew |
$80.6K - $94.3K
|
2.82K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.22K+ 12.57% |
$63.5K - $74.3K
|
19.9K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.08K+ 1.53% |
$59.5K - $69.6K
|
138K
$5.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.03K+ 27.02% |
$58K - $67.9K
|
9.56K
$359K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 15.22% |
$28.6K - $33.4K
|
7.57K
$284K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
825New |
$23.6K - $27.6K
|
825
$31K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
639+ 8.6% |
$18.2K - $21.4K
|
8.07K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
346+ 25.4% |
$9.88K - $11.6K
|
1.71K
$64.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
279+ 2.55% |
$7.97K - $9.32K
|
11.2K
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
260New |
$7.42K - $8.69K
|
260
$9.76K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$5.71K - $6.68K
|
200
$7.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$2.86K - $3.34K
|
100
$3.75K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
42+ 0.59% |
$1.2K - $1.4K
|
7.13K
$268K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
21New |
$600 - $702
|
21
$788
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.06% |
$171 - $201
|
9.95K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-48- 40.34% |
$1.37K - $1.6K
|
71
$2.66K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-99- 1.11% |
$2.83K - $3.31K
|
8.82K
$331K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-150- 2.06% |
$4.28K - $5.01K
|
7.15K
$268K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-177- 10.55% |
$5.05K - $5.92K
|
1.5K
$56.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-585- 6.01% |
$16.7K - $19.6K
|
9.14K
$343K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-613- 7.51% |
$17.5K - $20.5K
|
7.55K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-794- 6.56% |
$22.7K - $26.5K
|
11.3K
$424K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.21K- 1.32% |
$34.6K - $40.5K
|
90.5K
$3.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 89.14% |
$35.4K - $41.4K
|
151
$5.67K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 9.23% |
$42.1K - $49.3K
|
14.5K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.63K- 15.36% |
$46.7K - $54.6K
|
9.01K
$338K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.73K- 13.7% |
$49.3K - $57.7K
|
10.9K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.87K- 15.57% |
$53.3K - $62.4K
|
10.1K
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.3K- 2.55% |
$65.7K - $76.9K
|
87.9K
$3.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.57K- 16.04% |
$73.3K - $85.8K
|
13.4K
$504K
|