Roi Financial Advisors, LLC First Tr Exchange Traded Fd Ut Transaction History

Roi Financial Advisors, LLC

$138 Billion
Q1 2025

A detailed history of Roi Financial Advisors, LLC transactions in First Tr Exchange Traded Fd Ut stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 6,764 shares of FXU stock, worth $286,861. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,764

Previous 7,392 8.5%

Holding current value

$286,861

Previous $280 Million 0.79%

% of portfolio

0.2%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$37.42 - $41.14 $23,499 - $25,835	-628 Reduced 8.5%	6,764 $277 Million
Q4 2024 Feb 12, 2025	BUY	$37.15 - $41.12 $1,077 - $1,192	29 Added 0.39%	7,392 $280 Million
Q3 2024 Nov 05, 2024	BUY	$32.72 - $38.48 $916 - $1,077	28 Added 0.38%	7,363 $283 Million
Q2 2024 Aug 09, 2024	BUY	$30.78 - $35.11 $831 - $947	27 Added 0.37%	7,335 $243 Million
Q1 2024 May 13, 2024	BUY	$29.58 - $32.46 $3,046 - $3,343	103 Added 1.43%	7,308 $237 Million
Q4 2023 Feb 13, 2024	BUY	$27.35 - $32.17 $197,056 - $231,784	7,205 New	7,205 $228 Million

Others Institutions Holding FXU

# of Institutions

181

Shares Held

35.6M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD UT

Ticker FXU
Sector ETFs
Industry ETFs

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Roi Financial Advisors, LLC First Tr Exchange Traded Fd Ut Transaction History