Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 15.26% |
$31.4K - $36K
|
3.78K
$281K
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
484+ 9.18% |
$30.4K - $34.8K
|
5.76K
$429K
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
455+ 1.36% |
$28.5K - $32.7K
|
33.9K
$2.53M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
453+ 6.3% |
$28.4K - $32.6K
|
7.64K
$569K
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
433+ 4.78% |
$27.2K - $31.1K
|
9.49K
$706K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
430+ 12.94% |
$27K - $30.9K
|
3.75K
$279K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
419+ 1.16% |
$26.3K - $30.1K
|
36.7K
$2.73M
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
400+ 11.27% |
$25.1K - $28.8K
|
3.95K
$294K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
392+ 8.14% |
$24.6K - $28.2K
|
5.21K
$388K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
385New |
$24.1K - $27.7K
|
385
$28.7K
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
384+ 2.74% |
$24.1K - $27.6K
|
14.4K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
378+ 2.34% |
$23.7K - $27.2K
|
16.5K
$1.23M
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
363+ 5.05% |
$22.8K - $26.1K
|
7.56K
$562K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
357New |
$22.4K - $25.7K
|
357
$26.6K
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
342+ 0.58% |
$21.5K - $24.6K
|
59.2K
$4.41M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
336+ 5.2% |
$21.1K - $24.2K
|
6.79K
$505K
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
310+ 6.49% |
$19.4K - $22.3K
|
5.09K
$379K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
303+ 2.21% |
$19K - $21.8K
|
14K
$1.04M
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
289+ 3.02% |
$18.1K - $20.8K
|
9.87K
$734K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
286+ 18.23% |
$17.9K - $20.6K
|
1.86K
$138K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
281New |
$17.6K - $20.2K
|
281
$20.9K
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
267+ 2.52% |
$16.7K - $19.2K
|
10.8K
$807K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
257+ 6.92% |
$16.1K - $18.5K
|
3.97K
$295K
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
250New |
$15.7K - $18K
|
250
$18.6K
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
248+ 1.28% |
$15.6K - $17.8K
|
19.6K
$1.46M
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
236+ 2.37% |
$14.8K - $17K
|
10.2K
$758K
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
234+ 2.01% |
$14.7K - $16.8K
|
11.9K
$885K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
230New |
$14.4K - $16.5K
|
230
$17.1K
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
222+ 4.93% |
$13.9K - $16K
|
4.73K
$352K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
214+ 0.81% |
$13.4K - $15.4K
|
26.5K
$1.97M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
208+ 1.96% |
$13K - $15K
|
10.8K
$807K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
201+ 4.6% |
$12.6K - $14.5K
|
4.57K
$340K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
198+ 2.19% |
$12.4K - $14.2K
|
9.25K
$688K
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
198+ 0.17% |
$12.4K - $14.2K
|
115K
$8.57M
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
190New |
$11.9K - $13.7K
|
190
$14.1K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
180+ 128.57% |
$11.3K - $12.9K
|
320
$23.8K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
168+ 2.85% |
$10.5K - $12.1K
|
6.07K
$452K
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
163+ 1.61% |
$10.2K - $11.7K
|
10.3K
$764K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
158+ 2.88% |
$9.91K - $11.4K
|
5.64K
$420K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150+ 26.09% |
$9.41K - $10.8K
|
725
$54K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150+ 74.63% |
$9.41K - $10.8K
|
351
$26.1K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
128+ 1.53% |
$8.03K - $9.21K
|
8.51K
$633K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
125+ 3.84% |
$7.84K - $8.99K
|
3.38K
$252K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
117+ 30.47% |
$7.34K - $8.41K
|
501
$37.3K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
115+ 1.61% |
$7.21K - $8.27K
|
7.27K
$541K
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
105+ 1.69% |
$6.59K - $7.55K
|
6.33K
$471K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
104New |
$6.52K - $7.48K
|
104
$7.74K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
104+ 2.3% |
$6.52K - $7.48K
|
4.62K
$344K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
102+ 0.67% |
$6.4K - $7.34K
|
15.4K
$1.15M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 117.65% |
$6.27K - $7.19K
|
185
$13.8K
|