Purchases and Sales Made in Q2 2025 in First Tr Exchange Traded Fd Ut (FXU)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ut (FXU) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD UT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
767K+ 38.61% |
$29M - $33.2M
|
2.75M
$124M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
525K+ 49.3% |
$19.9M - $22.7M
|
1.59M
$71.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
381K+ 86.01% |
$14.4M - $16.5M
|
825K
$37.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
368KNew |
$13.9M - $15.9M
|
368K
$16.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
274K+ 413.1% |
$10.4M - $11.9M
|
341K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
270K+ 20.0% |
$10.2M - $11.7M
|
1.62M
$73.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
263KNew |
$9.96M - $11.4M
|
263K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 86.45% |
$8.97M - $10.3M
|
511K
$23.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
228K+ 301.04% |
$8.63M - $9.87M
|
304K
$13.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
217K+ 413.38% |
$8.23M - $9.41M
|
270K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
148KNew |
$5.6M - $6.4M
|
148K
$6.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
139K+ 615.78% |
$5.26M - $6.01M
|
161K
$7.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121K+ 118.81% |
$4.59M - $5.25M
|
223K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
120K+ 81.56% |
$4.54M - $5.19M
|
267K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 17.62% |
$4.41M - $5.04M
|
777K
$35.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
95.2K+ 40.72% |
$3.6M - $4.12M
|
329K
$14.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
81KNew |
$3.07M - $3.51M
|
81K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75.4K+ 16.2% |
$2.86M - $3.27M
|
541K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69.2K+ 215.43% |
$2.62M - $3M
|
101K
$4.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
62.6K+ 724.66% |
$2.37M - $2.71M
|
71.2K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
60.1K+ 25.6% |
$2.27M - $2.6M
|
295K
$13.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.8K+ 69.24% |
$2.19M - $2.5M
|
141K
$6.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54K+ 124.52% |
$2.05M - $2.34M
|
97.5K
$4.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52.8KNew |
$2M - $2.29M
|
52.8K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
51.4K+ 2380.96% |
$1.95M - $2.23M
|
53.6K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.6K+ 25.03% |
$1.46M - $1.67M
|
193K
$8.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.9K+ 37.58% |
$1.4M - $1.6M
|
135K
$6.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
34.4KNew |
$1.3M - $1.49M
|
34.4K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
33.2KNew |
$1.26M - $1.44M
|
33.2K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
32K+ 24.18% |
$1.21M - $1.38M
|
164K
$7.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
30.5KNew |
$1.16M - $1.32M
|
30.5K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
29.7KNew |
$1.12M - $1.29M
|
29.7K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.6KNew |
$968K - $1.11M
|
25.6K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
25.1K+ 92.17% |
$950K - $1.09M
|
52.3K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.8KNew |
$751K - $858K
|
19.8K
$895K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
19.7KNew |
$747K - $854K
|
19.7K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.4KNew |
$734K - $840K
|
19.4K
$876K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
17.2KNew |
$650K - $743K
|
17.2K
$775K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.8K+ 39.74% |
$637K - $728K
|
59.2K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
15.5KNew |
$586K - $670K
|
15.5K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15.4K+ 155.03% |
$583K - $667K
|
25.4K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8K+ 45.27% |
$561K - $641K
|
47.5K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.4K+ 10.25% |
$545K - $624K
|
155K
$7M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.4KNew |
$544K - $622K
|
14.4K
$649K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
13.3KNew |
$505K - $577K
|
13.3K
$602K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.6KNew |
$477K - $545K
|
12.6K
$568K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
12.1KNew |
$458K - $524K
|
12.1K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11.9KNew |
$450K - $514K
|
11.9K
$536K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 44.15% |
$443K - $507K
|
38.2K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.8K+ 120.42% |
$408K - $466K
|
19.7K
$890K
|