A detailed history of Financial Advocates Investment Management transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Financial Advocates Investment Management holds 11,328 shares of FXU stock, worth $428,651. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,328
Previous 10,233 10.7%
Holding current value
$428,651
Previous $338,000 28.7%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$32.72 - $38.48 $35,828 - $42,135
1,095 Added 10.7%
11,328 $435,000
Q2 2024

Jul 26, 2024

BUY
$30.78 - $35.11 $15,420 - $17,590
501 Added 5.15%
10,233 $338,000
Q1 2024

May 01, 2024

BUY
$29.58 - $32.46 $287,872 - $315,900
9,732 New
9,732 $315,000
Q4 2018

Feb 14, 2019

SELL
$25.97 - $28.86 $29,605 - $32,900
-1,140 Reduced 14.56%
6,692 $179,000
Q3 2018

Nov 14, 2018

SELL
$25.93 - $28.24 $102,630 - $111,773
-3,958 Reduced 33.57%
7,832 $0
Q2 2018

Aug 09, 2018

BUY
$24.97 - $26.44 $90,141 - $95,448
3,610 Added 44.13%
11,790 $310,000
Q1 2018

May 11, 2018

SELL
$23.56 - $26.06 $154,365 - $170,745
-6,552 Reduced 44.47%
8,180 $207,000
Q4 2017

Feb 15, 2018

BUY
$25.77 - $27.62 $379,643 - $406,897
14,732
14,732 $383,000

Others Institutions Holding FXU

About FIRST TR EXCHANGE TRADED FD UT


  • Ticker FXU
  • Sector ETFs
  • Industry ETFs
More about FXU
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.