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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
370New |
$13.7K - $15.2K
|
370
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1KNew |
$37.2K - $41.1K
|
1K
$46.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.76KNew |
$214K - $237K
|
5.76K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.67K- 19.6% |
$62K - $68.7K
|
6.85K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
270New |
$10K - $11.1K
|
270
$12.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58New |
$2.15K - $2.38K
|
58
$2.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-428- 86.46% |
$15.9K - $17.6K
|
67
$3.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
154New |
$5.72K - $6.33K
|
154
$7.18K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6.93K- 45.16% |
$257K - $285K
|
8.41K
$392K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
334New |
$12.4K - $13.7K
|
334
$15.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 15.37% |
$46.7K - $51.6K
|
6.92K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
39.4KNew |
$1.46M - $1.62M
|
39.4K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.18K- 30.69% |
$118K - $131K
|
7.19K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
49+ 0.69% |
$1.82K - $2.01K
|
7.17K
$334K
|
|
| Q3 2024 | |||||||
|
Jul 31, 2025
Q3 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
16KNew |
$523K - $615K
|
16K
$744K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16KNew |
$523K - $615K
|
16K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.95K+ 30.14% |
$96.7K - $114K
|
12.8K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 3.59% |
$1.31K - $1.54K
|
1.08K
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.1KNew |
$199K - $235K
|
6.1K
$284K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-152- 19.26% |
$4.97K - $5.85K
|
637
$29.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6KNew |
$196K - $231K
|
6K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.71KNew |
$187K - $220K
|
5.71K
$266K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 3.7% |
$32.7 - $38.5
|
28
$1.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
245New |
$8.02K - $9.43K
|
245
$11.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 35.39% |
$2.15M - $2.53M
|
251K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.48K- 4.32% |
$147K - $172K
|
99.3K
$4.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5.56KNew |
$182K - $214K
|
5.56K
$259K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10KNew |
$308K - $351K
|
10K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
751+ 7.0% |
$23.1K - $26.4K
|
11.5K
$535K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.72K- 65.6% |
$52.8K - $60.2K
|
900
$41.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-65- 50.0% |
$2K - $2.28K
|
65
$3.03K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-110K- 67.18% |
$3.26M - $3.57M
|
53.8K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.9KNew |
$263K - $289K
|
8.9K
$415K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-110- 51.16% |
$3.25K - $3.57K
|
105
$4.89K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-200- 2.82% |
$5.92K - $6.49K
|
6.9K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-199- 1.75% |
$5.89K - $6.46K
|
11.2K
$521K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-13- 0.14% |
$385 - $422
|
9.19K
$428K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-15.4K- 8.78% |
$455K - $499K
|
160K
$7.45M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
121New |
$3.31K - $3.89K
|
121
$5.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
131New |
$3.58K - $4.21K
|
131
$6.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
185+ 92.5% |
$5.06K - $5.95K
|
385
$17.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-650- 4.12% |
$17.8K - $20.9K
|
15.1K
$705K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-421- 1.11% |
$11.5K - $13.5K
|
37.6K
$1.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.35K- 51.27% |
$119K - $140K
|
4.14K
$193K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.4KNew |
$439K - $514K
|
15.4K
$717K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.3K- 2.55% |
$65.7K - $76.9K
|
87.9K
$4.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
55.6KNew |
$1.59M - $1.86M
|
55.6K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
825New |
$23.6K - $27.6K
|
825
$38.4K
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
12.6KNew |
$390K - $422K
|
12.6K
$585K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
39KNew |
$1.21M - $1.31M
|
39K
$1.82M
|
|