Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
371New |
$11K - $12.8K
|
371
$15K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
354New |
$10.5K - $12.2K
|
354
$14.3K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
354New |
$10.5K - $12.2K
|
354
$14.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
312+ 2.9% |
$9.21K - $10.7K
|
11.1K
$447K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
258+ 3.9% |
$7.62K - $8.89K
|
6.88K
$278K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
142+ 1.76% |
$4.19K - $4.89K
|
8.22K
$332K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
123+ 3.5% |
$3.63K - $4.24K
|
3.64K
$147K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
120New |
$3.54K - $4.13K
|
120
$4.85K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72+ 0.77% |
$2.13K - $2.48K
|
9.41K
$380K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
33+ 0.23% |
$974 - $1.14K
|
14.3K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
29+ 0.41% |
$856 - $999
|
7.06K
$285K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$738 - $861
|
25
$1.01K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5- 0.06% |
$148 - $172
|
8.95K
$362K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 1.11% |
$443 - $517
|
1.34K
$54.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-42- 0.19% |
$1.24K - $1.45K
|
21.7K
$878K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 0.59% |
$3.42K - $4K
|
19.5K
$789K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-149- 2.15% |
$4.4K - $5.13K
|
6.77K
$274K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-255- 1.35% |
$7.53K - $8.78K
|
18.7K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-422- 1.27% |
$12.5K - $14.5K
|
32.8K
$1.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-726- 1.34% |
$21.4K - $25K
|
53.5K
$2.16M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-816- 7.45% |
$24.1K - $28.1K
|
10.1K
$409K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-917- 5.27% |
$27.1K - $31.6K
|
16.5K
$667K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 13.81% |
$30.4K - $35.5K
|
6.43K
$260K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.29K- 2.05% |
$38.1K - $44.4K
|
61.6K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.8K- 22.5% |
$53.1K - $62K
|
6.2K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.74K- 32.13% |
$81K - $94.5K
|
5.79K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.99K- 17.03% |
$147K - $172K
|
24.3K
$982K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.7K- 62.97% |
$375K - $438K
|
7.48K
$302K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13.3K- 80.03% |
$391K - $456K
|
3.31K
$134K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 38.21% |
$650K - $759K
|
35.6K
$1.44M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.8K- 74.92% |
$821K - $957K
|
9.31K
$376K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.9K- 70.95% |
$1.12M - $1.3M
|
15.5K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.5K- 72.56% |
$1.17M - $1.36M
|
15K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-40K- 99.58% |
$1.18M - $1.38M
|
167
$6.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50.9K- 55.41% |
$1.5M - $1.75M
|
41K
$1.66M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-79.8K- 36.4% |
$2.36M - $2.75M
|
140K
$5.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-86K- 37.38% |
$2.54M - $2.96M
|
144K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-125K- 49.21% |
$3.7M - $4.32M
|
129K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-146K- 21.15% |
$4.3M - $5.02M
|
543K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-184K- 10.24% |
$5.43M - $6.33M
|
1.61M
$65.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-222K- 69.29% |
$6.55M - $7.64M
|
98.3K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-630K- 96.99% |
$18.6M - $21.7M
|
19.6K
$790K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.41M- 99.19% |
$41.6M - $48.5M
|
11.5K
$463K
|