Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 117.14% |
$3.72M - $4.38M
|
211K
$8.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 24.31% |
$3.47M - $4.08M
|
543K
$22.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 11.32% |
$3.43M - $4.04M
|
1.03M
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
76.8K+ 42.61% |
$2.51M - $2.95M
|
257K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.9K+ 582.6% |
$2.16M - $2.54M
|
77.3K
$3.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 35.39% |
$2.15M - $2.53M
|
251K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.8K+ 74.01% |
$1.14M - $1.34M
|
81.8K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.1K+ 56.7% |
$1.08M - $1.27M
|
91.4K
$3.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27.1KNew |
$888K - $1.04M
|
27.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.1KNew |
$756K - $889K
|
23.1K
$948K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
20.2KNew |
$660K - $776K
|
20.2K
$828K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2K+ 4.99% |
$628K - $738K
|
403K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19KNew |
$621K - $730K
|
19K
$779K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17K+ 253.87% |
$557K - $655K
|
23.7K
$974K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.9K+ 8.3% |
$553K - $650K
|
220K
$9.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.8KNew |
$551K - $648K
|
16.8K
$691K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16KNew |
$523K - $615K
|
16K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.6K+ 223.93% |
$478K - $562K
|
21.1K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.1K+ 3.87% |
$394K - $464K
|
324K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.5KNew |
$377K - $443K
|
11.5K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.3K+ 179.1% |
$368K - $433K
|
17.5K
$720K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.8K+ 8.53% |
$353K - $415K
|
137K
$5.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.3KNew |
$338K - $398K
|
10.3K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.3K+ 169.14% |
$336K - $395K
|
16.3K
$670K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.17KNew |
$267K - $314K
|
8.17K
$335K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.39K+ 24.59% |
$242K - $284K
|
37.5K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.93K+ 82.33% |
$227K - $266K
|
15.3K
$629K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.1KNew |
$199K - $235K
|
6.1K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6KNew |
$196K - $231K
|
6K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.93KNew |
$194K - $228K
|
5.93K
$243K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
5.8KNew |
$190K - $223K
|
5.8K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5.74KNew |
$188K - $221K
|
5.74K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.71KNew |
$187K - $220K
|
5.71K
$235K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.56KNew |
$182K - $214K
|
5.56K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$180K - $212K
|
5.5K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.1KNew |
$167K - $196K
|
5.1K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.02K+ 7.88% |
$164K - $193K
|
68.7K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.51K+ 388.2% |
$147K - $173K
|
5.67K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.83K+ 58.43% |
$125K - $147K
|
10.4K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.02K+ 21.04% |
$98.8K - $116K
|
17.4K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.95K+ 30.14% |
$96.7K - $114K
|
12.8K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.53KNew |
$82.7K - $97.3K
|
2.53K
$104K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.51K+ 8.96% |
$82.1K - $96.5K
|
30.5K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.45K+ 938.7% |
$80.2K - $94.3K
|
2.71K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.44K+ 27.69% |
$79.9K - $94K
|
11.3K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
2.13K+ 24.93% |
$69.6K - $81.8K
|
10.7K
$437K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.08K+ 5.84% |
$68.1K - $80.1K
|
37.8K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 3.01% |
$36.9K - $43.4K
|
38.5K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.1K+ 10.7% |
$35.8K - $42.1K
|
11.3K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.07K+ 4.99% |
$34.9K - $41K
|
22.4K
$920K
|