Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded Fd Ut (FXU)

FXU Quotes by TradingView

This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ut (FXU) during Q4 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
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
293K
+ 31.58%
$8.01M - $9.42M
1.22M $46.6M
Feb 13, 2024 Q4 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
248K
+ 374.6%
$6.77M - $7.97M
314K $12M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
223K
+ 22.32%
$6.09M - $7.16M
1.22M $46.6M
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
190K
New
$5.21M - $6.13M
190K $7.28M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
58.1K
+ 11.67%
$1.59M - $1.87M
556K $21.3M
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
43.5K
+ 58.03%
$1.19M - $1.4M
118K $4.53M
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
25.4K
+ 18.36%
$695K - $818K
164K $6.26M
Feb 02, 2024 Q4 2023
Truist Financial Corp

BUY
 -
17.2K
+ 12.28%
$471K - $553K
157K $6.01M
Jan 22, 2024 Q4 2023
One Plus One Wealth Management, LLC

BUY
 -
14.9K
+ 9.33%
$409K - $481K
175K $6.69M
Jan 23, 2024 Q4 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
13.9K
New
$381K - $449K
13.9K $533K
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
13.4K
+ 7.54%
$367K - $431K
191K $7.31M
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
13.2K
New
$362K - $426K
13.2K $506K
Feb 14, 2024 Q4 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
12K
New
$328K - $386K
12K $459K
Feb 06, 2024 Q4 2023
One Charles Private Wealth Services, LLC

BUY
 -
11.6K
New
$317K - $372K
11.6K $442K
Jan 18, 2024 Q4 2023
Trueblood Wealth Management, LLC

Lima, OH
BUY
 -
11.4K
New
$312K - $367K
11.4K $436K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.1K
+ 52.43%
$305K - $358K
32.4K $1.24M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
10.3K
+ 5.78%
$281K - $331K
188K $7.18M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
9.89K
+ 73.6%
$270K - $318K
23.3K $891K
Feb 13, 2024 Q4 2023
Roi Financial Advisors, LLC

Beaverton, OR
BUY
 -
7.21K
New
$197K - $232K
7.21K $275K
Feb 09, 2024 Q4 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
6.65K
New
$182K - $214K
6.65K $254K
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

BUY
 -
6.65K
New
$182K - $214K
6.65K $254K
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
6.61K
+ 18.22%
$181K - $213K
42.9K $1.64M
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
5.9K
+ 19.76%
$161K - $190K
35.7K $1.37M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.49K
+ 1.99%
$150K - $177K
281K $10.8M
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
4.69K
+ 1020.22%
$128K - $151K
5.15K $197K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
4.31K
New
$118K - $138K
4.31K $165K
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
2.7K
+ 24.03%
$73.8K - $86.8K
13.9K $532K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.62K
New
$71.5K - $84.2K
2.62K $100K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
1.8K
+ 30.25%
$49.3K - $58K
7.77K $297K
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.44K
+ 6.26%
$39.5K - $46.4K
24.5K $937K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
847
New
$23.2K - $27.2K
847 $32.4K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
840
+ 13.92%
$23K - $27K
6.88K $263K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
575
+ 5.68%
$15.7K - $18.5K
10.7K $409K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
500
+ 4.6%
$13.7K - $16.1K
11.4K $435K
Jan 17, 2024 Q4 2023
Signal Point Asset Management, LLC

BUY
 -
388
+ 4.4%
$10.6K - $12.5K
9.21K $352K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
350
New
$9.57K - $11.3K
350 $13.4K
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
322
+ 322.0%
$8.81K - $10.4K
422 $16.1K
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

BUY
 -
185
+ 92.5%
$5.06K - $5.95K
385 $14.7K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
131
New
$3.58K - $4.21K
131 $5.01K
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
125
+ 1.65%
$3.42K - $4.02K
7.7K $294K
Feb 14, 2024 Q4 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
121
New
$3.31K - $3.89K
121 $4.62K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
16
+ 0.18%
$438 - $515
9.02K $345K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
6
+ 28.57%
$164 - $193
27 $1.03K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1
+ 0.16%
$27.4 - $32.2
624 $23.8K
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
1
+ 0.66%
$27.4 - $32.2
152 $5.81K
Jan 29, 2024 Q4 2023
Wealth Effects LLC

SELL
 -
-50
- 0.7%
$1.37K - $1.61K
7.1K $271K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

SELL
 -
-57
- 0.6%
$1.56K - $1.83K
9.5K $363K
Feb 09, 2024 Q4 2023
Cottonwood Capital Advisors, LLC

SELL
 -
-64
- 0.44%
$1.75K - $2.06K
14.4K $552K
Jan 23, 2024 Q4 2023
Indiana Trust & Investment Management CO

SELL
 -
-65
- 25.0%
$1.78K - $2.09K
195 $7.45K

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