Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.05K+ 1.83% |
$40.2K - $48.1K
|
58.1K
$3.67M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 0.77% |
$39.1K - $46.8K
|
133K
$8.42M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
997+ 0.96% |
$38.3K - $45.9K
|
105K
$6.64M
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
987+ 7.62% |
$37.9K - $45.4K
|
13.9K
$881K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
962+ 17.45% |
$37K - $44.2K
|
6.48K
$409K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
952+ 10.75% |
$36.6K - $43.8K
|
9.8K
$620K
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
904+ 4.35% |
$34.7K - $41.6K
|
21.7K
$1.37M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
895+ 14.67% |
$34.4K - $41.2K
|
7K
$442K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
881+ 2.93% |
$33.9K - $40.5K
|
30.9K
$1.95M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
873+ 3.46% |
$33.6K - $40.1K
|
26.1K
$1.65M
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
750New |
$28.8K - $34.5K
|
750
$47.4K
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
740+ 7.79% |
$28.4K - $34K
|
10.2K
$647K
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
723+ 0.83% |
$27.8K - $33.3K
|
87.7K
$5.55M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
700+ 12.96% |
$26.9K - $32.2K
|
6.1K
$386K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
695+ 0.38% |
$26.7K - $32K
|
182K
$11.5M
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
658+ 7.8% |
$25.3K - $30.3K
|
9.09K
$575K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
657+ 42.17% |
$25.3K - $30.2K
|
2.22K
$140K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
657+ 42.17% |
$25.3K - $30.2K
|
2.22K
$140K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
646+ 34.94% |
$24.8K - $29.7K
|
2.5K
$158K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
611+ 2.72% |
$23.5K - $28.1K
|
23.1K
$1.46M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
544+ 4.73% |
$20.9K - $25K
|
12K
$761K
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
524+ 1.78% |
$20.1K - $24.1K
|
30K
$1.9M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
520+ 16.74% |
$20K - $23.9K
|
3.63K
$229K
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
518+ 1.79% |
$19.9K - $23.8K
|
29.5K
$1.86M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
424+ 28.36% |
$16.3K - $19.5K
|
1.92K
$121K
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
403+ 0.53% |
$15.5K - $18.5K
|
76.9K
$4.86M
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
389+ 2.37% |
$15K - $17.9K
|
16.8K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
373+ 2.01% |
$14.3K - $17.2K
|
18.9K
$1.2M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
372+ 9.12% |
$14.3K - $17.1K
|
4.45K
$281K
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
349+ 7.17% |
$13.4K - $16.1K
|
5.22K
$330K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
349+ 3.26% |
$13.4K - $16.1K
|
11K
$698K
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
345+ 2.99% |
$13.3K - $15.9K
|
11.9K
$752K
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
298+ 3.55% |
$11.5K - $13.7K
|
8.69K
$549K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
256+ 2.22% |
$9.84K - $11.8K
|
11.8K
$745K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
239+ 1.85% |
$9.19K - $11K
|
13.1K
$830K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
215+ 107.5% |
$8.26K - $9.89K
|
415
$26.2K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
214+ 2.48% |
$8.23K - $9.84K
|
8.85K
$560K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
213+ 4.35% |
$8.19K - $9.8K
|
5.11K
$323K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
210+ 33.93% |
$8.07K - $9.66K
|
829
$52.4K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
206New |
$7.92K - $9.47K
|
206
$13K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
200+ 1.23% |
$7.69K - $9.2K
|
16.5K
$1.04M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 10.49% |
$7.69K - $9.2K
|
2.11K
$133K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
193+ 3.25% |
$7.42K - $8.88K
|
6.13K
$387K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
171+ 0.81% |
$6.57K - $7.86K
|
21.4K
$1.35M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
141+ 1.26% |
$5.42K - $6.48K
|
11.3K
$717K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
124+ 1.49% |
$4.77K - $5.7K
|
8.44K
$533K
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
123+ 1.36% |
$4.73K - $5.66K
|
9.16K
$579K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
108+ 270.0% |
$4.15K - $4.97K
|
148
$9.36K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
102New |
$3.92K - $4.69K
|
102
$6.45K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
101+ 2.15% |
$3.88K - $4.64K
|
4.79K
$303K
|