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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.09KNew |
$190K - $209K
|
5.09K
$225K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.04KNew |
$226K - $249K
|
6.04K
$267K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-560- 6.37% |
$21K - $23K
|
8.24K
$363K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-27.9K- 84.09% |
$1.04M - $1.15M
|
5.28K
$233K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-202K- 94.28% |
$7.56M - $8.31M
|
12.2K
$540K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.21KNew |
$195K - $215K
|
5.21K
$230K
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-207- 1.88% |
$7.75K - $8.52K
|
10.8K
$476K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
115KNew |
$4.32M - $4.75M
|
115K
$5.09M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
526K+ 97.79% |
$19.7M - $21.7M
|
1.06M
$47M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
70+ 0.4% |
$2.62K - $2.88K
|
17.7K
$782K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
10.1KNew |
$380K - $417K
|
10.1K
$448K
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
15.1KNew |
$566K - $622K
|
15.1K
$667K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-641- 42.99% |
$24K - $26.4K
|
850
$37.5K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.51KNew |
$356K - $391K
|
9.51K
$420K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.9K+ 47.5% |
$1.01M - $1.11M
|
83.5K
$3.69M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
136+ 0.63% |
$5.09K - $5.6K
|
21.7K
$960K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.84K+ 12.32% |
$68.8K - $75.6K
|
16.8K
$739K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
31+ 0.51% |
$1.16K - $1.28K
|
6.09K
$269K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.31K+ 19.39% |
$161K - $177K
|
26.5K
$1.17M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-90.9K- 27.68% |
$3.4M - $3.74M
|
237K
$10.5M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.83K- 13.52% |
$218K - $240K
|
37.3K
$1.64M
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
18.6KNew |
$695K - $764K
|
18.6K
$819K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-304- 88.37% |
$11.4K - $12.5K
|
40
$1.76K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.55K- 33.97% |
$58.1K - $63.8K
|
3.02K
$133K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-177- 2.47% |
$6.62K - $7.28K
|
7K
$309K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
43.4KNew |
$1.62M - $1.79M
|
43.4K
$1.92M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.9K- 34.92% |
$2.65M - $2.92M
|
132K
$5.83M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
95.3KNew |
$3.57M - $3.92M
|
95.3K
$4.2M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
200New |
$7.48K - $8.23K
|
200
$8.82K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-353- 2.68% |
$13.2K - $14.5K
|
12.8K
$565K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
338+ 31.53% |
$12.6K - $13.9K
|
1.41K
$62.2K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.31% |
$37.4 - $41.1
|
319
$14.1K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.64K+ 125.29% |
$61.4K - $67.5K
|
2.95K
$130K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6+ 0.07% |
$225 - $247
|
8.9K
$392K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
35K+ 155.47% |
$1.31M - $1.44M
|
57.5K
$2.53M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.21% |
$748 - $823
|
9.47K
$418K
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-34- 0.34% |
$1.27K - $1.4K
|
9.97K
$440K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-388- 2.12% |
$14.5K - $16K
|
17.9K
$790K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.1K+ 212.02% |
$1.69M - $1.86M
|
66.4K
$2.93M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
385KNew |
$14.4M - $15.8M
|
385K
$17M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
20.7KNew |
$773K - $850K
|
20.7K
$911K
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
73.5KNew |
$2.75M - $3.03M
|
73.5K
$3.24M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.8K+ 39.4% |
$105K - $115K
|
9.92K
$438K
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
469KNew |
$17.5M - $19.3M
|
469K
$20.7M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-169- 82.04% |
$6.32K - $6.95K
|
37
$1.63K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 3.45% |
$7.48K - $8.23K
|
5.6K
$247K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
464KNew |
$17.4M - $19.1M
|
464K
$20.5M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
54New |
$2.02K - $2.22K
|
54
$2.38K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.6K- 20.4% |
$656K - $726K
|
68.9K
$3.04M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
370New |
$13.7K - $15.2K
|
370
$16.3K
|