Latest Institutional Transactions on First Tr Exchange Traded Fd Ut (FXU)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Ut (FXU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
258+ 3.9% |
$7.62K - $8.89K
|
6.88K
$278K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
120New |
$3.54K - $4.13K
|
120
$4.85K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.5KNew |
$399K - $465K
|
13.5K
$547K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$738 - $861
|
25
$1.01K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
482New |
$14.2K - $16.6K
|
482
$19.5K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.29K- 2.05% |
$38.1K - $44.4K
|
61.6K
$2.49M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
13.7KNew |
$417K - $493K
|
13.7K
$552K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-70.7K- 67.73% |
$2.16M - $2.55M
|
33.7K
$1.36M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
69.2KNew |
$2.11M - $2.5M
|
69.2K
$2.8M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.9KNew |
$333K - $394K
|
10.9K
$441K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
624+ 9.03% |
$19.1K - $22.5K
|
7.53K
$305K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.64KNew |
$203K - $240K
|
6.64K
$269K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-758- 0.52% |
$23.2K - $27.4K
|
146K
$5.89M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25.5KNew |
$779K - $921K
|
25.5K
$1.03M
|
|
Q2 2022 | |||||||
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.2KNew |
$608K - $712K
|
20.2K
$817K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.1KClosed |
$1.42M - $1.66M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-67Closed |
$2.02K - $2.36K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
17.1KNew |
$516K - $603K
|
17.1K
$693K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.6KNew |
$78.4K - $91.7K
|
2.6K
$105K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.15KNew |
$276K - $322K
|
9.15K
$370K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.85KNew |
$206K - $241K
|
6.85K
$277K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
3KNew |
$90.4K - $106K
|
3K
$121K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
31.3KNew |
$943K - $1.1M
|
31.3K
$1.27M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.72KClosed |
$51.7K - $60.5K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.15KClosed |
$64.8K - $75.8K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.32KNew |
$220K - $258K
|
7.32K
$296K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22Closed |
$663 - $776
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.15KClosed |
$216K - $252K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.24KClosed |
$37.3K - $42K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250New |
$7.54K - $8.5K
|
250
$10.1K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.9KClosed |
$57.3K - $64.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-140Closed |
$4.22K - $4.76K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.59KClosed |
$199K - $224K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.24KNew |
$37.4K - $42.2K
|
1.24K
$50.2K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-14Closed |
$422 - $476
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.98KClosed |
$58.6K - $64.7K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-80Closed |
$2.37K - $2.62K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-26Closed |
$768 - $839
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-11.3KClosed |
$334K - $365K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-387Closed |
$11.4K - $12.5K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-197Closed |
$5.82K - $6.36K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-52Closed |
$1.55K - $1.64K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.06KClosed |
$31.6K - $33.4K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4Closed |
$119 - $126
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.5KClosed |
$74.5K - $78.7K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-177Closed |
$5.28K - $5.57K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$273K - $306K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-40.5KClosed |
$1.08M - $1.21M
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-40Closed |
$1.07K - $1.2K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-9.64KClosed |
$256K - $288K
|
0
$0
|