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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
879+ 2.86% |
$28.8K - $33.8K
|
31.6K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
495New |
$16.2K - $19K
|
495
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
328+ 5.17% |
$10.7K - $12.6K
|
6.68K
$274K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
245New |
$8.02K - $9.43K
|
245
$10.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
169+ 11.27% |
$5.53K - $6.5K
|
1.67K
$68.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
120New |
$3.93K - $4.62K
|
120
$4.92K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
95New |
$3.11K - $3.66K
|
95
$3.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 0.9% |
$2.22K - $2.62K
|
7.61K
$312K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
65+ 0.65% |
$2.13K - $2.5K
|
10.1K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
48+ 0.68% |
$1.57K - $1.85K
|
7.12K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
40New |
$1.31K - $1.54K
|
40
$1.64K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
28+ 0.38% |
$916 - $1.08K
|
7.36K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
26+ 0.28% |
$851 - $1K
|
9.43K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.54% |
$131 - $154
|
738
$30.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.32% |
$32.7 - $38.5
|
318
$13.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.49% |
$32.7 - $38.5
|
204
$8.37K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 3.7% |
$32.7 - $38.5
|
28
$1.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.07% |
$32.7 - $38.5
|
1.46K
$59.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 3.59% |
$1.31K - $1.54K
|
1.08K
$44.1K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-56- 0.49% |
$1.83K - $2.15K
|
11.5K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-80- 1.2% |
$2.62K - $3.08K
|
6.58K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-152- 19.26% |
$4.97K - $5.85K
|
637
$26.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-161- 1.98% |
$5.27K - $6.2K
|
7.98K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-175- 2.13% |
$5.73K - $6.73K
|
8.03K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-218- 2.78% |
$7.13K - $8.39K
|
7.62K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-284- 18.09% |
$9.29K - $10.9K
|
1.29K
$52.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-390- 3.13% |
$12.8K - $15K
|
12.1K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.38K- 13.65% |
$45.2K - $53.1K
|
8.74K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.41K- 2.08% |
$46.2K - $54.3K
|
66.3K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.55K- 20.27% |
$83.3K - $97.9K
|
10K
$411K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.13K- 23.32% |
$102K - $120K
|
10.3K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.55K- 18.72% |
$116K - $136K
|
15.4K
$632K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 15.83% |
$133K - $156K
|
21.6K
$887K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.48K- 4.32% |
$147K - $172K
|
99.3K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.61K- 51.54% |
$184K - $216K
|
5.28K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.43K- 56.72% |
$243K - $286K
|
5.67K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.92K- 23.77% |
$259K - $305K
|
25.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.15K- 24.26% |
$267K - $314K
|
25.5K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-11.4K- 4.65% |
$373K - $439K
|
234K
$9.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.2K- 4.42% |
$529K - $623K
|
350K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.5K- 61.78% |
$1.03M - $1.21M
|
19.5K
$800K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-73K- 25.05% |
$2.39M - $2.81M
|
218K
$8.97M
|