Purchases and Sales Made in Q4 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-103- 3.65% |
$2.82K - $3.31K
|
2.72K
$106K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-132- 1.63% |
$3.61K - $4.25K
|
7.95K
$311K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 1.56% |
$3.75K - $4.41K
|
8.64K
$338K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-229- 2.04% |
$6.26K - $7.37K
|
11K
$430K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-275- 0.6% |
$7.52K - $8.85K
|
45.9K
$1.8M
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-310- 4.11% |
$8.48K - $9.97K
|
7.24K
$283K
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-421- 1.11% |
$11.5K - $13.5K
|
37.6K
$1.47M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-552- 6.84% |
$15.1K - $17.8K
|
7.51K
$294K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-625- 11.49% |
$17.1K - $20.1K
|
4.82K
$188K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-650- 4.12% |
$17.8K - $20.9K
|
15.1K
$592K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-683- 1.97% |
$18.7K - $22K
|
33.9K
$1.33M
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-743- 8.83% |
$20.3K - $23.9K
|
7.67K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-852- 11.09% |
$23.3K - $27.4K
|
6.83K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.05K- 9.4% |
$28.7K - $33.8K
|
10.1K
$396K
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.42K- 1.57% |
$38.8K - $45.6K
|
89.1K
$3.48M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.66K- 13.49% |
$45.5K - $53.5K
|
10.7K
$417K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.11K- 29.55% |
$57.6K - $67.8K
|
5.02K
$196K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.55K- 25.65% |
$69.8K - $82.1K
|
7.4K
$289K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.35K- 51.27% |
$119K - $140K
|
4.14K
$162K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-4.52K- 11.7% |
$124K - $145K
|
34.1K
$1.34M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.56K- 9.51% |
$125K - $147K
|
43.4K
$1.7M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.13K- 8.9% |
$140K - $165K
|
52.5K
$2.05M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 5.76% |
$142K - $167K
|
84.7K
$3.31M
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.25K- 92.55% |
$143K - $169K
|
422
$16.5K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.03K- 42.56% |
$220K - $258K
|
10.8K
$424K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.76K- 7.81% |
$267K - $314K
|
115K
$4.5M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.9K- 27.08% |
$380K - $448K
|
37.5K
$1.46M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.4K- 72.2% |
$393K - $462K
|
5.53K
$216K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-17K- 22.33% |
$464K - $546K
|
59K
$2.31M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.4K- 10.95% |
$531K - $624K
|
158K
$6.17M
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-19.9K- 49.04% |
$544K - $640K
|
20.7K
$808K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39.8K- 83.72% |
$1.09M - $1.28M
|
7.73K
$302K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-81.8K- 43.92% |
$2.24M - $2.63M
|
104K
$4.09M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96.2K- 52.07% |
$2.63M - $3.1M
|
88.6K
$3.46M
|