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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.8KNew |
$424K - $484K
|
13.8K
$557K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.72K- 65.6% |
$52.8K - $60.2K
|
900
$36.3K
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$328K - $374K
|
10.7K
$431K
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.25K+ 28.48% |
$100K - $114K
|
14.7K
$592K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-393- 5.67% |
$12.1K - $13.8K
|
6.54K
$264K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.87KNew |
$273K - $312K
|
8.87K
$358K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 6.31% |
$36.6K - $41.7K
|
17.7K
$713K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.9KNew |
$614K - $700K
|
19.9K
$805K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 34.48% |
$6.16K - $7.02K
|
380
$15.3K
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-65- 50.0% |
$2K - $2.28K
|
65
$2.62K
|
|
Q1 2024 | |||||||
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.53KNew |
$252K - $277K
|
8.53K
$344K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 7.04% |
$148 - $162
|
66
$2.67K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.4K+ 328.89% |
$752K - $826K
|
33.2K
$1.34M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110K- 67.18% |
$3.26M - $3.57M
|
53.8K
$2.17M
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.9KNew |
$263K - $289K
|
8.9K
$359K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
38K+ 111.36% |
$1.12M - $1.23M
|
72.2K
$2.91M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-82- 7.11% |
$2.43K - $2.66K
|
1.07K
$43.3K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.52KNew |
$252K - $277K
|
8.52K
$344K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-110- 51.16% |
$3.25K - $3.57K
|
105
$4.24K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-200- 2.82% |
$5.92K - $6.49K
|
6.9K
$279K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-199- 1.75% |
$5.89K - $6.46K
|
11.2K
$451K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
32.3KNew |
$955K - $1.05M
|
32.3K
$1.3M
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-13- 0.14% |
$385 - $422
|
9.19K
$371K
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-15.4K- 8.78% |
$455K - $499K
|
160K
$6.45M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-852- 11.09% |
$23.3K - $27.4K
|
6.83K
$276K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
121New |
$3.31K - $3.89K
|
121
$4.89K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
131New |
$3.58K - $4.21K
|
131
$5.29K
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.65KNew |
$182K - $214K
|
6.65K
$268K
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.65KNew |
$182K - $214K
|
6.65K
$268K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.31KNew |
$118K - $138K
|
4.31K
$174K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
847New |
$23.2K - $27.2K
|
847
$34.2K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-132- 1.63% |
$3.61K - $4.25K
|
7.95K
$321K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
185+ 92.5% |
$5.06K - $5.95K
|
385
$15.5K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-650- 4.12% |
$17.8K - $20.9K
|
15.1K
$611K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
350New |
$9.57K - $11.3K
|
350
$14.1K
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-421- 1.11% |
$11.5K - $13.5K
|
37.6K
$1.52M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.35K- 51.27% |
$119K - $140K
|
4.14K
$167K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-794- 6.56% |
$22.7K - $26.5K
|
11.3K
$457K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$314K - $368K
|
11K
$444K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.4KNew |
$439K - $514K
|
15.4K
$621K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.3K- 2.55% |
$65.7K - $76.9K
|
87.9K
$3.55M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-6.73K- 33.02% |
$192K - $225K
|
13.6K
$551K
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
55.6KNew |
$1.59M - $1.86M
|
55.6K
$2.25M
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
825New |
$23.6K - $27.6K
|
825
$33.3K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
14.7KNew |
$420K - $492K
|
14.7K
$594K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.36K+ 37.36% |
$124K - $146K
|
16K
$647K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-585- 6.01% |
$16.7K - $19.6K
|
9.14K
$369K
|
|
Q2 2023 | |||||||
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
12.6KNew |
$390K - $422K
|
12.6K
$507K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-379- 67.08% |
$11.8K - $12.7K
|
186
$7.51K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
39KNew |
$1.21M - $1.31M
|
39K
$1.57M
|