Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
43KNew |
$1.6M - $1.77M
|
43K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
39.4KNew |
$1.46M - $1.62M
|
39.4K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
18.3KNew |
$680K - $752K
|
18.3K
$719K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.89KNew |
$330K - $366K
|
8.89K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.22KNew |
$268K - $297K
|
7.22K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.94KNew |
$220K - $244K
|
5.94K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.35K+ 14.17% |
$199K - $220K
|
43.1K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.77K+ 1.47% |
$177K - $196K
|
328K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.66K+ 32.45% |
$136K - $150K
|
14.9K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.33K+ 11.53% |
$86.4K - $95.6K
|
22.5K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.08KNew |
$77.3K - $85.6K
|
2.08K
$81.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.01K+ 21.96% |
$74.6K - $82.6K
|
11.2K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.83K+ 16.11% |
$67.8K - $75K
|
13.2K
$517K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
520+ 20.57% |
$19.3K - $21.4K
|
3.05K
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
367+ 5.61% |
$13.6K - $15.1K
|
6.91K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
334New |
$12.4K - $13.7K
|
334
$13.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
304+ 760.0% |
$11.3K - $12.5K
|
344
$13.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
250+ 71.43% |
$9.29K - $10.3K
|
600
$23.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
220New |
$8.17K - $9.05K
|
220
$8.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
49+ 0.69% |
$1.82K - $2.01K
|
7.17K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.98% |
$74.3 - $82.2
|
206
$8.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7- 0.95% |
$260 - $288
|
731
$28.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.1% |
$372 - $411
|
10K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-144- 0.61% |
$5.35K - $5.92K
|
23.6K
$927K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-730- 4.34% |
$27.1K - $30K
|
16.1K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 15.37% |
$46.7K - $51.6K
|
6.92K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.18K- 30.69% |
$118K - $131K
|
7.19K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.61K- 99.91% |
$283K - $313K
|
7
$275
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.2K- 37.39% |
$377K - $417K
|
17K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.3K- 40.71% |
$567K - $627K
|
22.2K
$873K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66.2K- 80.93% |
$2.46M - $2.72M
|
15.6K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-148K- 42.23% |
$5.49M - $6.08M
|
202K
$7.95M
|