Institute For Wealth Management, Llc. First Tr Exchange Traded Fd Ut Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$20.75 - $31.83 $83 - $127	-4 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$28.48 - $29.58 $113 - $118	4 New	4 $0

Others Institutions Holding FXU

# of Institutions

181

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

18.8M
Shares

$805 Million
0.71% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

4.09M
Shares

$176 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.99M
Shares

$85.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.35M
Shares

$58 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.06M
Shares

$45.7 Million
0.02% of portfolio

About FIRST TR EXCHANGE TRADED FD UT

Ticker FXU
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