Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
165K+ 51.59% |
$6.92M - $7.5M
|
485K
$22.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
104K+ 314.06% |
$4.37M - $4.74M
|
137K
$6.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20.3K+ 6.88% |
$850K - $922K
|
315K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.8K+ 100.55% |
$664K - $720K
|
31.6K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.78K+ 9.01% |
$368K - $399K
|
106K
$4.88M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.37KNew |
$351K - $381K
|
8.37K
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
8.24K+ 45.76% |
$346K - $375K
|
26.2K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.94KNew |
$333K - $361K
|
7.94K
$364K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.33KNew |
$307K - $333K
|
7.33K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.16KNew |
$301K - $326K
|
7.16K
$329K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.33KNew |
$266K - $288K
|
6.33K
$291K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.11K+ 2.01% |
$256K - $278K
|
310K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.9K+ 4.37% |
$247K - $268K
|
141K
$6.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
5.79K+ 29.38% |
$243K - $264K
|
25.5K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.6KNew |
$235K - $255K
|
5.6K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
5.15KNew |
$216K - $234K
|
5.15K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.07K+ 12.43% |
$129K - $140K
|
27.7K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.32K+ 3.26% |
$97.5K - $106K
|
73.5K
$3.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.04K+ 2.56% |
$85.7K - $92.9K
|
81.6K
$3.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 17.52% |
$71.7K - $77.8K
|
11.5K
$526K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.53K+ 1.53% |
$64.3K - $69.8K
|
102K
$4.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.37K+ 18.43% |
$57.4K - $62.2K
|
8.79K
$404K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.16K+ 13.36% |
$48.8K - $52.9K
|
9.86K
$453K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
792+ 2.52% |
$33.2K - $36K
|
32.2K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
733+ 6.06% |
$30.8K - $33.4K
|
12.8K
$589K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
305+ 6.11% |
$12.8K - $13.9K
|
5.29K
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
305+ 6.11% |
$12.8K - $13.9K
|
5.29K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
253+ 20.27% |
$10.6K - $11.5K
|
1.5K
$68.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
252+ 120.57% |
$10.6K - $11.5K
|
461
$21.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
106+ 0.39% |
$4.45K - $4.82K
|
27.5K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
99+ 1.91% |
$4.16K - $4.5K
|
5.28K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
86+ 0.59% |
$3.61K - $3.91K
|
14.8K
$679K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
54+ 0.17% |
$2.27K - $2.46K
|
31.3K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
53+ 0.53% |
$2.22K - $2.41K
|
10K
$459K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
43+ 0.28% |
$1.8K - $1.96K
|
15.2K
$700K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
23+ 0.24% |
$965 - $1.05K
|
9.52K
$437K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
22+ 0.27% |
$923 - $1K
|
8.32K
$382K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.59% |
$630 - $683
|
2.56K
$117K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3+ 0.02% |
$126 - $137
|
13.5K
$619K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-45- 0.06% |
$1.89K - $2.05K
|
81K
$3.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-74- 1.78% |
$3.11K - $3.37K
|
4.08K
$187K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-77- 10.45% |
$3.23K - $3.5K
|
660
$30.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-81- 0.92% |
$3.4K - $3.69K
|
8.69K
$399K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-83- 0.47% |
$3.48K - $3.78K
|
17.6K
$810K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-134- 0.86% |
$5.62K - $6.1K
|
15.5K
$709K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-181- 3.34% |
$7.6K - $8.24K
|
5.24K
$240K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-199- 0.64% |
$8.35K - $9.05K
|
31.1K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-231- 23.62% |
$9.7K - $10.5K
|
747
$34.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-252- 2.4% |
$10.6K - $11.5K
|
10.3K
$471K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-319- 11.48% |
$13.4K - $14.5K
|
2.46K
$113K
|