Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.36K+ 24.34% |
$102K - $121K
|
17.1K
$693K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 18.44% |
$58.2K - $68.7K
|
12.2K
$494K
|
|
Oct 11, 2022
Q3 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.4K+ 6.86% |
$42.7K - $50.5K
|
21.8K
$880K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
853+ 6.43% |
$26.1K - $30.8K
|
14.1K
$571K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
624+ 9.03% |
$19.1K - $22.5K
|
7.53K
$304K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
580New |
$17.7K - $20.9K
|
580
$23.4K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
266+ 43.39% |
$8.13K - $9.6K
|
879
$35.5K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
248+ 775.0% |
$7.58K - $8.95K
|
280
$11.3K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
88+ 6.96% |
$2.69K - $3.18K
|
1.35K
$54.7K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
71+ 3.58% |
$2.17K - $2.56K
|
2.05K
$83K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68New |
$2.08K - $2.45K
|
68
$2.75K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
39+ 0.49% |
$1.19K - $1.41K
|
8.08K
$326K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
21+ 0.15% |
$642 - $758
|
14.3K
$576K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.26% |
$550 - $650
|
7.03K
$284K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17+ 0.08% |
$519 - $614
|
20.2K
$816K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.16% |
$336 - $397
|
6.92K
$280K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6+ 0.09% |
$183 - $217
|
6.62K
$268K
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$30.6 - $36.1
|
8.41K
$340K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-136- 3.74% |
$4.15K - $4.91K
|
3.51K
$142K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-155- 34.07% |
$4.74K - $5.6K
|
300
$12.1K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-212- 15.4% |
$6.48K - $7.65K
|
1.17K
$47.1K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-455- 2.35% |
$13.9K - $16.4K
|
18.9K
$765K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-500- 5.88% |
$15.3K - $18.1K
|
8K
$323K
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-753- 4.15% |
$23K - $27.2K
|
17.4K
$704K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-758- 0.52% |
$23.2K - $27.4K
|
146K
$5.89M
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-838- 9.66% |
$25.6K - $30.3K
|
7.84K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.79K- 4.28% |
$54.8K - $64.7K
|
40.1K
$1.62M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.2K- 7.41% |
$128K - $152K
|
52.4K
$2.12M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.65K- 59.63% |
$173K - $204K
|
3.83K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.9K- 20.5% |
$454K - $537K
|
57.6K
$2.33M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-16.7K- 7.09% |
$511K - $604K
|
219K
$8.86M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.8K- 9.11% |
$573K - $677K
|
187K
$7.57M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.1K- 35.16% |
$920K - $1.09M
|
55.6K
$2.24M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41.6K- 71.51% |
$1.27M - $1.5M
|
16.6K
$669K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-70.7K- 67.73% |
$2.16M - $2.55M
|
33.7K
$1.36M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-310K- 17.93% |
$9.48M - $11.2M
|
1.42M
$57.4M
|