Purchases and Sales Made in Q1 2024 in First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information about the institutional ownership of First Tr Fd Ii Nasdaq Cybersec (CIBR) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR FD II NASDAQ CYBERSEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.4K+ 21.36% |
$71.9K - $82.8K
|
7.95K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 12.98% |
$65K - $74.9K
|
11K
$696K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.25K+ 8.9% |
$64.3K - $74K
|
15.3K
$967K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.24K+ 3.57% |
$63.5K - $73.1K
|
35.8K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.2KNew |
$61.8K - $71.2K
|
1.2K
$76K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.16K+ 181.89% |
$59.3K - $68.3K
|
1.79K
$113K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 1.89% |
$58.8K - $67.7K
|
61.7K
$3.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$57.6K - $66.3K
|
1.12K
$70.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 16.21% |
$55.2K - $63.6K
|
7.71K
$487K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 21.04% |
$53.2K - $61.3K
|
5.96K
$376K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
963+ 4.68% |
$49.5K - $57K
|
21.6K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
896+ 19.52% |
$46K - $53K
|
5.49K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
866+ 15.18% |
$44.5K - $51.2K
|
6.57K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
832+ 9.54% |
$42.7K - $49.2K
|
9.55K
$603K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
824+ 2.41% |
$42.3K - $48.8K
|
35K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
790+ 20.01% |
$40.6K - $46.7K
|
4.74K
$299K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
770+ 81.05% |
$39.6K - $45.6K
|
1.72K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
758+ 1.08% |
$38.9K - $44.9K
|
70.8K
$4.47M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
750+ 2.31% |
$38.5K - $44.4K
|
33.2K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
747+ 11.21% |
$38.4K - $44.2K
|
7.41K
$468K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
727+ 15.12% |
$37.4K - $43K
|
5.54K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
714+ 7.56% |
$36.7K - $42.2K
|
10.2K
$642K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
651+ 3.73% |
$33.4K - $38.5K
|
18.1K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
585New |
$30.1K - $34.6K
|
585
$37K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
568New |
$29.2K - $33.6K
|
568
$35.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
553+ 7.83% |
$28.4K - $32.7K
|
7.62K
$481K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
543+ 1.08% |
$27.9K - $32.1K
|
50.8K
$3.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
505+ 13.45% |
$25.9K - $29.9K
|
4.26K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
492+ 5.73% |
$25.3K - $29.1K
|
9.08K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
480+ 10.9% |
$24.7K - $28.4K
|
4.88K
$309K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
445+ 59.33% |
$22.9K - $26.3K
|
1.2K
$75.5K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
443+ 4.24% |
$22.8K - $26.2K
|
10.9K
$688K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
415+ 0.74% |
$21.3K - $24.6K
|
56.3K
$3.56M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
411+ 2.79% |
$21.1K - $24.3K
|
15.2K
$957K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
400+ 6.55% |
$20.6K - $23.7K
|
6.5K
$411K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
392+ 5.28% |
$20.1K - $23.2K
|
7.82K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
364+ 0.23% |
$18.7K - $21.5K
|
159K
$10.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
359+ 2.62% |
$18.4K - $21.2K
|
14.1K
$889K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
358+ 91.79% |
$18.4K - $21.2K
|
748
$47.3K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
347+ 4.99% |
$17.8K - $20.5K
|
7.3K
$461K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
336+ 2.75% |
$17.3K - $19.9K
|
12.5K
$792K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
318+ 0.51% |
$16.3K - $18.8K
|
63.2K
$3.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
300New |
$15.4K - $17.8K
|
300
$19K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
300+ 6.98% |
$15.4K - $17.8K
|
4.6K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
300+ 75.0% |
$15.4K - $17.8K
|
700
$44.2K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
288New |
$14.8K - $17K
|
288
$18.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
280+ 1.07% |
$14.4K - $16.6K
|
26.5K
$1.67M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
277New |
$14.2K - $16.4K
|
277
$17.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
250+ 4.01% |
$12.8K - $14.8K
|
6.49K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
250+ 7.34% |
$12.8K - $14.8K
|
3.66K
$231K
|