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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
93+ 0.09% |
$3.57K - $4.28K
|
98.9K
$6.25M
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
90+ 0.7% |
$3.46K - $4.14K
|
13K
$823K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
85New |
$3.27K - $3.91K
|
85
$5.37K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
75+ 37.5% |
$2.88K - $3.45K
|
275
$17.4K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
66+ 22.0% |
$2.54K - $3.04K
|
366
$23.1K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
65+ 1.33% |
$2.5K - $2.99K
|
4.95K
$313K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
44+ 0.46% |
$1.69K - $2.02K
|
9.7K
$613K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
40New |
$1.54K - $1.84K
|
40
$2.53K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36+ 0.34% |
$1.38K - $1.66K
|
10.7K
$678K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32+ 0.56% |
$1.23K - $1.47K
|
5.78K
$365K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.18% |
$653 - $782
|
9.38K
$593K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16+ 0.06% |
$615 - $736
|
27.4K
$1.73M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 133.33% |
$615 - $736
|
28
$1.77K
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
14+ 0.05% |
$538 - $644
|
25.5K
$1.61M
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.09% |
$461 - $552
|
12.7K
$804K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.1% |
$308 - $368
|
7.78K
$492K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.04% |
$231 - $276
|
14.1K
$891K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 10.91% |
$231 - $276
|
61
$3.86K
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.09% |
$192 - $230
|
5.76K
$364K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.11% |
$76.9 - $92
|
1.78K
$112K
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.0% |
$38.4 - $46
|
33.8K
$2.14M
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$38.4 - $46
|
7.13K
$450K
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.26% |
$38.4 - $46
|
386
$24.4K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-12- 0.87% |
$461 - $552
|
1.37K
$86.8K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.29% |
$615 - $736
|
5.57K
$352K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-19- 0.47% |
$730 - $874
|
4.01K
$253K
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-22- 0.13% |
$846 - $1.01K
|
16.5K
$1.05M
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-24- 0.34% |
$923 - $1.1K
|
7.08K
$448K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 0.12% |
$1.04K - $1.24K
|
22K
$1.39M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 0.12% |
$1.04K - $1.24K
|
22K
$1.39M
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-36- 0.72% |
$1.38K - $1.66K
|
4.93K
$312K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-50- 0.97% |
$1.92K - $2.3K
|
5.09K
$322K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-71- 0.59% |
$2.73K - $3.27K
|
12.1K
$763K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-82- 45.05% |
$3.15K - $3.77K
|
100
$6.32K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-95- 2.01% |
$3.65K - $4.37K
|
4.62K
$292K
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-100- 2.02% |
$3.84K - $4.6K
|
4.85K
$307K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-100- 1.54% |
$3.84K - $4.6K
|
6.38K
$403K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-101- 54.3% |
$3.88K - $4.64K
|
85
$5.37K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-103- 1.56% |
$3.96K - $4.74K
|
6.5K
$411K
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-121- 1.81% |
$4.65K - $5.56K
|
6.55K
$414K
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-125- 1.11% |
$4.81K - $5.75K
|
11.1K
$701K
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-132- 1.9% |
$5.07K - $6.07K
|
6.81K
$431K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 0.19% |
$5.77K - $6.9K
|
79.8K
$5.04M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-150- 1.62% |
$5.77K - $6.9K
|
9.12K
$576K
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-159- 5.76% |
$6.11K - $7.31K
|
2.6K
$164K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-165- 1.99% |
$6.34K - $7.59K
|
8.13K
$514K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-177- 0.48% |
$6.8K - $8.14K
|
36.8K
$2.33M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-206- 3.91% |
$7.92K - $9.47K
|
5.06K
$320K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-231- 3.33% |
$8.88K - $10.6K
|
6.7K
$424K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-250- 38.11% |
$9.61K - $11.5K
|
406
$25.7K
|