Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
220New |
$8.17K - $9.05K
|
220
$8.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
207New |
$7.69K - $8.51K
|
207
$8.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
154New |
$5.72K - $6.33K
|
154
$6.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
64New |
$2.38K - $2.63K
|
64
$2.54K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58New |
$2.15K - $2.38K
|
58
$2.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
49+ 0.69% |
$1.82K - $2.01K
|
7.17K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
29+ 0.39% |
$1.08K - $1.19K
|
7.39K
$293K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5+ 0.46% |
$186 - $206
|
1.1K
$43.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.98% |
$74.3 - $82.2
|
206
$8.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7- 0.95% |
$260 - $288
|
731
$29K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.1% |
$372 - $411
|
10K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-33- 0.57% |
$1.23K - $1.36K
|
5.71K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-47- 0.92% |
$1.75K - $1.93K
|
5.05K
$200K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 0.64% |
$1.82K - $2.01K
|
7.56K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-51- 3.97% |
$1.89K - $2.1K
|
1.24K
$49K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-106- 7.27% |
$3.94K - $4.36K
|
1.35K
$53.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-144- 0.61% |
$5.35K - $5.92K
|
23.6K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-169- 10.13% |
$6.28K - $6.95K
|
1.5K
$59.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-251- 2.35% |
$9.32K - $10.3K
|
10.4K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-332- 1.54% |
$12.3K - $13.7K
|
21.3K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-428- 86.46% |
$15.9K - $17.6K
|
67
$2.66K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-496- 4.32% |
$18.4K - $20.4K
|
11K
$436K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-730- 4.34% |
$27.1K - $30K
|
16.1K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-814- 3.63% |
$30.2K - $33.5K
|
21.6K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-942- 7.8% |
$35K - $38.7K
|
11.1K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.21K- 7.42% |
$45K - $49.8K
|
15.1K
$600K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 15.37% |
$46.7K - $51.6K
|
6.92K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.36K- 3.52% |
$50.4K - $55.8K
|
37.2K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.58K- 10.28% |
$58.8K - $65.1K
|
13.8K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.67K- 19.6% |
$62K - $68.7K
|
6.85K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.99K- 10.19% |
$73.8K - $81.7K
|
17.5K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.05K- 6.73% |
$76.3K - $84.4K
|
28.5K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.45K- 90.37% |
$91K - $101K
|
261
$10.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.99K- 17.23% |
$111K - $123K
|
14.4K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.18K- 30.69% |
$118K - $131K
|
7.19K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.21K- 1.93% |
$156K - $173K
|
214K
$8.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.55K- 0.84% |
$169K - $187K
|
538K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.7K- 20.34% |
$175K - $193K
|
18.4K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.93K- 45.16% |
$257K - $285K
|
8.41K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.61K- 99.91% |
$283K - $313K
|
7
$278
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8.18K- 25.92% |
$304K - $337K
|
23.4K
$928K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.83K- 13.33% |
$328K - $363K
|
57.4K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.2K- 37.39% |
$377K - $417K
|
17K
$674K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.5K- 55.24% |
$389K - $431K
|
8.5K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12K- 17.53% |
$447K - $495K
|
56.6K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-12.6K- 5.37% |
$467K - $517K
|
221K
$8.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14K- 66.31% |
$520K - $576K
|
7.12K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.5K- 5.66% |
$540K - $598K
|
242K
$9.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.3K- 40.71% |
$567K - $627K
|
22.2K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62.8K- 81.34% |
$2.33M - $2.58M
|
14.4K
$572K
|