Purchases and Sales Made in Q4 2025 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 2025. 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 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.5KNew |
$748K - $779K
|
16.5K
$767K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.4K+ 3.19% |
$701K - $731K
|
500K
$23.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.17K+ 21.67% |
$98.4K - $103K
|
12.2K
$567K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 25.47% |
$91.8K - $95.7K
|
9.96K
$464K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 3.2% |
$46.8K - $48.8K
|
33.2K
$1.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
861+ 3.13% |
$39.1K - $40.8K
|
28.3K
$1.32M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
577+ 3.79% |
$26.2K - $27.3K
|
15.8K
$737K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
505+ 1.62% |
$22.9K - $23.9K
|
31.6K
$1.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
84+ 1.18% |
$3.82K - $3.98K
|
7.18K
$335K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
55New |
$2.5K - $2.6K
|
55
$2.56K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$1.73K - $1.8K
|
38
$1.77K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.9% |
$90.9 - $94.7
|
225
$10.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-18- 0.22% |
$818 - $852
|
8.3K
$387K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-61- 1.5% |
$2.77K - $2.89K
|
4.01K
$187K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-463- 2.75% |
$21K - $21.9K
|
16.4K
$762K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-545- 72.96% |
$24.8K - $25.8K
|
202
$9.41K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-940- 2.84% |
$42.7K - $44.5K
|
32.2K
$1.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-943- 10.73% |
$42.8K - $44.7K
|
7.85K
$366K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.07K- 0.78% |
$48.4K - $50.4K
|
136K
$6.35M
|
|