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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
104New |
$6.52K - $7.48K
|
104
$7.84K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
104+ 2.3% |
$6.52K - $7.48K
|
4.62K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
102+ 0.67% |
$6.4K - $7.34K
|
15.4K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
100+ 117.65% |
$6.27K - $7.19K
|
185
$14K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
100New |
$6.27K - $7.19K
|
100
$7.54K
|
|
|
Sep 23, 2025
Q1 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
100+ 1.5% |
$6.27K - $7.19K
|
6.77K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
95+ 1.16% |
$5.96K - $6.83K
|
8.3K
$626K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
81+ 0.25% |
$5.08K - $5.83K
|
32.6K
$2.46M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
79New |
$4.95K - $5.68K
|
79
$5.96K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
77New |
$4.83K - $5.54K
|
77
$5.81K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
75+ 0.32% |
$4.7K - $5.39K
|
23.8K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
71New |
$4.45K - $5.11K
|
71
$5.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
70+ 1.82% |
$4.39K - $5.03K
|
3.92K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
69+ 0.98% |
$4.33K - $4.96K
|
7.12K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
65+ 0.54% |
$4.08K - $4.67K
|
12K
$908K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
64+ 0.11% |
$4.01K - $4.6K
|
56.4K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50New |
$3.14K - $3.6K
|
50
$3.77K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
43New |
$2.7K - $3.09K
|
43
$3.24K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
33+ 0.89% |
$2.07K - $2.37K
|
3.76K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30New |
$1.88K - $2.16K
|
30
$2.26K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
30+ 0.48% |
$1.88K - $2.16K
|
6.33K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 0.34% |
$1.69K - $1.94K
|
7.97K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 47.22% |
$1.07K - $1.22K
|
53
$4K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
17+ 0.29% |
$1.07K - $1.22K
|
5.95K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16+ 1.48% |
$1K - $1.15K
|
1.1K
$83K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
15New |
$941 - $1.08K
|
15
$1.13K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14+ 0.4% |
$878 - $1.01K
|
3.55K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.11% |
$690 - $791
|
10.2K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
10+ 0.27% |
$627 - $719
|
3.66K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.15% |
$564 - $647
|
5.84K
$440K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
8New |
$502 - $575
|
8
$603
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.15% |
$314 - $360
|
3.3K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.56% |
$314 - $360
|
892
$67.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.39% |
$125 - $144
|
521
$39.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$62.7 - $71.9
|
24.8K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.0% |
$62.7 - $71.9
|
24K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.02% |
$62.7 - $71.9
|
5.57K
$420K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.05% |
$62.7 - $71.9
|
1.94K
$146K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3- 0.05% |
$188 - $216
|
6.18K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10- 0.05% |
$627 - $719
|
20K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-13- 6.37% |
$815 - $935
|
191
$14.4K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-13- 0.2% |
$815 - $935
|
6.54K
$493K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-21- 4.68% |
$1.32K - $1.51K
|
428
$32.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22- 0.24% |
$1.38K - $1.58K
|
9.1K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31- 0.62% |
$1.94K - $2.23K
|
5K
$377K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-34- 0.29% |
$2.13K - $2.45K
|
11.6K
$874K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-37- 1.0% |
$2.32K - $2.66K
|
3.65K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-39- 0.08% |
$2.45K - $2.8K
|
46.2K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-40- 0.59% |
$2.51K - $2.88K
|
6.7K
$505K
|