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 680 institutions that hold shares in the stock, with a total of 67.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
28,571
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
28,170
shares
|
$2.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
27,502
shares
|
$1.96 Million
1.05% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
27,421
shares
|
$1.96 Million
0.08% of portfolio
|
Q1 2025
Added 130.45%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
27,309
shares
|
$1.95 Million
1.17% of portfolio
|
Q1 2025
Added 21.99%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
27,251
shares
|
$1.95 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.13%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
26,903
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Added 91.92%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
26,507
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2021
Added 0.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
26,477
shares
|
$1.89 Million
0.53% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
26,474
shares
|
$1.89 Million
0.04% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
26,223
shares
|
$1.87 Million
1.2% of portfolio
|
Q1 2025
Added 131015.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
25,955
shares
|
$1.85 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
25,706
shares
|
$1.84 Million
0.21% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
25,606
shares
|
$1.83 Million
0.21% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
25,046
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
24,780
shares
|
$1.77 Million
0.82% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
24,682
shares
|
$1.76 Million
0.11% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
24,648
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
24,500
shares
|
$1.75 Million
0.12% of portfolio
|
Q1 2024
Reduced 10.91%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
24,395
shares
|
$1.74 Million
0.28% of portfolio
|
Q1 2025
Added 176.02%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
24,281
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2025
Added 30.63%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
23,972
shares
|
$1.71 Million
0.84% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
23,814
shares
|
$1.7 Million
0.06% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
23,644
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
23,588
shares
|
$1.68 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.02%
|