Latest Institutional Transactions on First Tr Exchange Traded Fd Ut (FXU)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ut (FXU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.55K- 20.27% |
$83.3K - $97.9K
|
10K
$376K
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20.2KNew |
$660K - $776K
|
20.2K
$757K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-73K- 25.05% |
$2.39M - $2.81M
|
218K
$8.2M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6KNew |
$196K - $231K
|
6K
$225K
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-80- 1.2% |
$2.62K - $3.08K
|
6.58K
$247K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.08K+ 5.84% |
$68.1K - $80.1K
|
37.8K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.6K+ 223.93% |
$478K - $562K
|
21.1K
$793K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17K+ 253.87% |
$557K - $655K
|
23.7K
$890K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.8K+ 74.01% |
$1.14M - $1.34M
|
81.8K
$3.07M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 15.83% |
$133K - $156K
|
21.6K
$811K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.1K+ 10.7% |
$35.8K - $42.1K
|
11.3K
$425K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.44K+ 27.69% |
$79.9K - $94K
|
11.3K
$423K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
40New |
$1.31K - $1.54K
|
40
$1.5K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.71KNew |
$187K - $220K
|
5.71K
$214K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 3.7% |
$32.7 - $38.5
|
28
$1.05K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
48+ 0.68% |
$1.57K - $1.85K
|
7.12K
$267K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.39K+ 24.59% |
$242K - $284K
|
37.5K
$1.41M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27.1KNew |
$888K - $1.04M
|
27.1K
$1.02M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
245New |
$8.02K - $9.43K
|
245
$9.19K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 35.39% |
$2.15M - $2.53M
|
251K
$9.43M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.48K- 4.32% |
$147K - $172K
|
99.3K
$3.73M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.92K- 23.77% |
$259K - $305K
|
25.4K
$953K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-218- 2.78% |
$7.13K - $8.39K
|
7.62K
$286K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$180K - $212K
|
5.5K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.3KNew |
$338K - $398K
|
10.3K
$388K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.83K+ 58.43% |
$125K - $147K
|
10.4K
$389K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.49% |
$32.7 - $38.5
|
204
$7.66K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
169+ 11.27% |
$5.53K - $6.5K
|
1.67K
$62.6K
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.56KNew |
$182K - $214K
|
5.56K
$208K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
5.8KNew |
$190K - $223K
|
5.8K
$218K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.54% |
$131 - $154
|
738
$27.7K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.8KNew |
$551K - $648K
|
16.8K
$632K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27K+ 3.01% |
$832K - $949K
|
927K
$34.8M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.6K- 33.21% |
$974K - $1.11M
|
63.7K
$2.39M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
147K+ 67.03% |
$4.52M - $5.16M
|
366K
$13.7M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.66K+ 24.07% |
$50.9K - $58.1K
|
8.53K
$320K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.1K+ 268.36% |
$1.14M - $1.3M
|
51K
$1.91M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
25.5K+ 495.63% |
$786K - $897K
|
30.7K
$1.15M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.55K+ 32.83% |
$47.8K - $54.6K
|
6.29K
$236K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.66K- 12.31% |
$81.8K - $93.4K
|
18.9K
$711K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.4K+ 23.32% |
$565K - $645K
|
97.1K
$3.64M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-22.6K- 8.42% |
$694K - $792K
|
245K
$9.2M
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.35KNew |
$195K - $223K
|
6.35K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.9KNew |
$397K - $453K
|
12.9K
$484K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
89+ 0.78% |
$2.74K - $3.12K
|
11.5K
$433K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-39.5K- 75.09% |
$1.22M - $1.39M
|
13.1K
$492K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.75K- 18.08% |
$84.6K - $96.6K
|
12.5K
$468K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
463+ 4.44% |
$14.3K - $16.3K
|
10.9K
$409K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.7K+ 72.2% |
$483K - $551K
|
37.4K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.94KNew |
$244K - $279K
|
7.94K
$298K
|