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 648 institutions that hold shares in the stock, with a total of 61.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
27,910
shares
|
$1.77 Million
0.02% of portfolio
|
Q4 2024
Added 24.44%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
27,502
shares
|
$1.74 Million
1.05% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
27,059
shares
|
$1.72 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
26,730
shares
|
$1.69 Million
0.12% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
26,507
shares
|
$1.68 Million
0.12% of portfolio
|
Q3 2021
Added 0.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
26,477
shares
|
$1.68 Million
0.53% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
26,305
shares
|
$1.67 Million
0.92% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
26,260
shares
|
$1.66 Million
0.04% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
25,437
shares
|
$1.61 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
25,240
shares
|
$1.6 Million
0.46% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
24,779
shares
|
$1.57 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
24,500
shares
|
$1.55 Million
0.1% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
24,180
shares
|
$1.53 Million
0.15% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
24,075
shares
|
$1.53 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
23,999
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
23,971
shares
|
$1.52 Million
0.93% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
23,831
shares
|
$1.51 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
23,739
shares
|
$1.5 Million
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
23,726
shares
|
$1.5 Million
1.19% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,550
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Added 29.67%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
23,412
shares
|
$1.48 Million
1.76% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
23,387
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
23,340
shares
|
$1.48 Million
0.19% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
22,789
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
22,535
shares
|
$1.43 Million
0.77% of portfolio
|
Q4 2024
Added 7.99%
|