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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$37.2K - $41.1K
|
1K
$44.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
270New |
$10K - $11.1K
|
270
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.76KNew |
$214K - $237K
|
5.76K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.67K- 19.6% |
$62K - $68.7K
|
6.85K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
207New |
$7.69K - $8.51K
|
207
$9.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
154New |
$5.72K - $6.33K
|
154
$6.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-428- 86.46% |
$15.9K - $17.6K
|
67
$2.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.45K- 90.37% |
$91K - $101K
|
261
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58New |
$2.15K - $2.38K
|
58
$2.56K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-33- 0.57% |
$1.23K - $1.36K
|
5.71K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.93K- 45.16% |
$257K - $285K
|
8.41K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-251- 2.35% |
$9.32K - $10.3K
|
10.4K
$459K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
43KNew |
$1.6M - $1.77M
|
43K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
334New |
$12.4K - $13.7K
|
334
$14.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 15.37% |
$46.7K - $51.6K
|
6.92K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
250+ 71.43% |
$9.29K - $10.3K
|
600
$26.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
39.4KNew |
$1.46M - $1.62M
|
39.4K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.18K- 30.69% |
$118K - $131K
|
7.19K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.94KNew |
$220K - $244K
|
5.94K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
49+ 0.69% |
$1.82K - $2.01K
|
7.17K
$316K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16KNew |
$523K - $615K
|
16K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.95K+ 30.14% |
$96.7K - $114K
|
12.8K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 3.59% |
$1.31K - $1.54K
|
1.08K
$47.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.1KNew |
$199K - $235K
|
6.1K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
95New |
$3.11K - $3.66K
|
95
$4.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.38K- 13.65% |
$45.2K - $53.1K
|
8.74K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-152- 19.26% |
$4.97K - $5.85K
|
637
$28.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6KNew |
$196K - $231K
|
6K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.71KNew |
$187K - $220K
|
5.71K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 3.7% |
$32.7 - $38.5
|
28
$1.24K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
245New |
$8.02K - $9.43K
|
245
$10.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.48K- 4.32% |
$147K - $172K
|
99.3K
$4.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 35.39% |
$2.15M - $2.53M
|
251K
$11.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.56KNew |
$182K - $214K
|
5.56K
$245K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.52K- 92.61% |
$77.5K - $88.4K
|
201
$8.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10KNew |
$308K - $351K
|
10K
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
751+ 7.0% |
$23.1K - $26.4K
|
11.5K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.8KNew |
$424K - $484K
|
13.8K
$608K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.72K- 65.6% |
$52.8K - $60.2K
|
900
$39.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-65- 50.0% |
$2K - $2.28K
|
65
$2.87K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110K- 67.18% |
$3.26M - $3.57M
|
53.8K
$2.37M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.9KNew |
$263K - $289K
|
8.9K
$393K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
38K+ 111.36% |
$1.12M - $1.23M
|
72.2K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-110- 51.16% |
$3.25K - $3.57K
|
105
$4.63K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-200- 2.82% |
$5.92K - $6.49K
|
6.9K
$304K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-199- 1.75% |
$5.89K - $6.46K
|
11.2K
$493K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
32.3KNew |
$955K - $1.05M
|
32.3K
$1.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-13- 0.14% |
$385 - $422
|
9.19K
$406K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-15.4K- 8.78% |
$455K - $499K
|
160K
$7.05M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
121New |
$3.31K - $3.89K
|
121
$5.34K
|
|