Institutional Ownership First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information about the institutional ownership of First Tr Fd Ii Nasdaq Cybersec (CIBR). We have compiled data on the 791 institutions that hold shares in the stock, with a total of 76.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
492
shares
|
$37,106
0.03% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
475
shares
|
$35,824
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
453
shares
|
$34,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
439
shares
|
$33,109
0.02% of portfolio
|
Q2 2025
Reduced 74.76%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
428
shares
|
$32,279
0.0% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
406
shares
|
$30,620
0.0% of portfolio
|
Q2 2023
Reduced 38.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$30,168
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
395
shares
|
$29,790
0.02% of portfolio
|
Q4 2024
Reduced 70.52%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
392
shares
|
$29,564
0.01% of portfolio
|
Q3 2023
Added 7.1%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
389
shares
|
$29,338
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
385
shares
|
$29,036
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
374
shares
|
$28,207
0.0% of portfolio
|
Q3 2025
Added 28.08%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
363
shares
|
$27,377
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
345
shares
|
$26,019
0.01% of portfolio
|
Q3 2025
Added 40.82%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
340
shares
|
$25,642
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
325
shares
|
$24,511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
318
shares
|
$23,983
0.0% of portfolio
|
Q1 2025
Reduced 71.17%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
301
shares
|
$22,701
0.02% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
300
shares
|
$22,626
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$22,626
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$22,626
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
291
shares
|
$21,947
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
281
shares
|
$21,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
270
shares
|
$20,363
0.0% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$18,855
0.01% of portfolio
|
Q2 2024
Reduced 92.26%
|