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 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
60New |
$2.27K - $2.6K
|
60
$2.71K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
60New |
$2.27K - $2.6K
|
60
$2.71K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
43+ 0.29% |
$1.63K - $1.86K
|
14.7K
$664K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
25+ 0.47% |
$947 - $1.08K
|
5.31K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
19+ 0.2% |
$719 - $823
|
9.49K
$429K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.47% |
$454 - $519
|
2.54K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5+ 0.1% |
$189 - $216
|
5.13K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.02% |
$75.7 - $86.6
|
8.9K
$402K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-7- 0.83% |
$265 - $303
|
840
$37.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-23- 0.23% |
$871 - $996
|
9.94K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30- 0.58% |
$1.14K - $1.3K
|
5.18K
$234K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-42- 1.39% |
$1.59K - $1.82K
|
2.98K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-43- 0.04% |
$1.63K - $1.86K
|
112K
$5.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-48- 0.69% |
$1.82K - $2.08K
|
6.95K
$314K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 0.61% |
$1.89K - $2.16K
|
8.19K
$370K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-52- 6.59% |
$1.97K - $2.25K
|
737
$33.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-55- 0.71% |
$2.08K - $2.38K
|
7.65K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 1.67% |
$2.27K - $2.6K
|
3.54K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-67- 32.37% |
$2.54K - $2.9K
|
140
$6.32K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-79- 0.73% |
$2.99K - $3.42K
|
10.7K
$483K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-100- 0.96% |
$3.79K - $4.33K
|
10.3K
$466K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-205- 3.03% |
$7.76K - $8.87K
|
6.56K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-236- 19.44% |
$8.93K - $10.2K
|
978
$44.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-258- 8.75% |
$9.77K - $11.2K
|
2.69K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-300- 3.1% |
$11.4K - $13K
|
9.38K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-342- 7.9% |
$12.9K - $14.8K
|
3.99K
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-401- 2.33% |
$15.2K - $17.4K
|
16.8K
$758K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-470- 8.61% |
$17.8K - $20.3K
|
4.99K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-470- 8.61% |
$17.8K - $20.3K
|
4.99K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-526- 1.65% |
$19.9K - $22.8K
|
31.3K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-538- 4.87% |
$20.4K - $23.3K
|
10.5K
$474K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-540- 3.95% |
$20.4K - $23.4K
|
13.1K
$592K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-693- 5.07% |
$26.2K - $30K
|
13K
$585K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-706- 33.91% |
$26.7K - $30.6K
|
1.38K
$62.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-900- 5.46% |
$34.1K - $39K
|
15.6K
$704K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.02K- 83.04% |
$38.7K - $44.3K
|
209
$9.44K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.06K- 1.82% |
$40K - $45.7K
|
57.1K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.2K- 2.09% |
$45.5K - $52.1K
|
56.3K
$2.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.25K- 0.53% |
$47.3K - $54.1K
|
236K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.89K- 19.61% |
$71.5K - $81.7K
|
7.74K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.85K- 29.92% |
$108K - $123K
|
6.67K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.62K- 2.28% |
$175K - $200K
|
198K
$8.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.43K- 38.45% |
$206K - $235K
|
8.7K
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-7.32K- 28.91% |
$277K - $317K
|
18K
$813K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.89K- 99.23% |
$299K - $342K
|
61
$2.75K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.24K- 40.61% |
$312K - $357K
|
12K
$544K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.36K- 23.32% |
$317K - $362K
|
27.5K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 21.02% |
$689K - $787K
|
68.3K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.5K- 69.37% |
$777K - $888K
|
9.06K
$409K
|