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 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-585- 0.46% |
$24.6K - $26.6K
|
127K
$5.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-610- 73.23% |
$25.6K - $27.8K
|
223
$10.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-844- 1.5% |
$35.4K - $38.4K
|
55.4K
$2.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.11K- 2.12% |
$46.5K - $50.5K
|
51.2K
$2.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.26K- 3.66% |
$52.8K - $57.3K
|
33.1K
$1.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.28K- 7.45% |
$53.6K - $58.1K
|
15.9K
$729K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.31K- 7.24% |
$55.1K - $59.7K
|
16.8K
$772K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.57K- 0.66% |
$65.9K - $71.4K
|
235K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.88K- 6.84% |
$78.9K - $85.5K
|
25.6K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.29K- 4.34% |
$96.2K - $104K
|
50.6K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-4.89K- 26.35% |
$205K - $223K
|
13.7K
$628K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.81K- 1.31% |
$244K - $264K
|
439K
$20.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.19K- 3.77% |
$260K - $282K
|
158K
$7.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.8K- 4.84% |
$454K - $492K
|
212K
$9.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-32.8K- 26.45% |
$1.38M - $1.49M
|
91.3K
$4.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-198K- 53.89% |
$8.32M - $9.01M
|
170K
$7.78M
|