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 583 institutions that hold shares in the stock, with a total of 56.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
26,129
shares
|
$1.67 Million
0.99% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
25,537
shares
|
$1.64 Million
0.37% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
25,274
shares
|
$1.62 Million
0.79% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,107
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
25,065
shares
|
$1.61 Million
1.17% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
24,840
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 187.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
24,681
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
24,500
shares
|
$1.57 Million
0.24% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
24,205
shares
|
$1.55 Million
0.77% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
23,940
shares
|
$1.53 Million
0.88% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,850
shares
|
$1.53 Million
0.17% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
23,750
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
23,727
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
23,639
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
23,486
shares
|
$1.51 Million
0.41% of portfolio
|
Q2 2024
Reduced 5.13%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
23,394
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
23,314
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
23,083
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
22,467
shares
|
$1.44 Million
1.29% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
22,428
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
22,060
shares
|
$1.41 Million
0.38% of portfolio
|
Q3 2024
Added 46.5%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
21,609
shares
|
$1.39 Million
0.65% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
21,598
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2023
Added 0.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
21,463
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
20,868
shares
|
$1.34 Million
0.73% of portfolio
|
Q3 2024
Added 4.31%
|