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
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.63K- 47.86% |
$332K - $397K
|
9.4K
$594K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-9.17K- 4.64% |
$352K - $422K
|
188K
$11.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 5.44% |
$439K - $525K
|
198K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-12.2K- 11.67% |
$469K - $562K
|
92.4K
$5.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 3.03% |
$478K - $572K
|
398K
$25.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-12.6K- 12.71% |
$484K - $579K
|
86.4K
$5.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.7K- 9.47% |
$490K - $586K
|
122K
$7.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-14K- 17.3% |
$538K - $644K
|
66.9K
$4.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.4K- 18.35% |
$554K - $663K
|
64.1K
$4.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.5K- 14.07% |
$555K - $665K
|
88.3K
$5.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-15.9K- 26.69% |
$610K - $730K
|
43.6K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16K- 0.17% |
$617K - $738K
|
9.39M
$593M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.5K- 7.36% |
$750K - $897K
|
245K
$15.5M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-20.7K- 40.69% |
$795K - $951K
|
30.1K
$1.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-20.7K- 40.69% |
$795K - $951K
|
30.1K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.5K- 85.39% |
$826K - $989K
|
3.68K
$233K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 78.54% |
$855K - $1.02M
|
6.08K
$384K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.2K- 36.4% |
$967K - $1.16M
|
43.9K
$2.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-26.2K- 52.11% |
$1.01M - $1.21M
|
24.1K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-26.5K- 10.12% |
$1.02M - $1.22M
|
235K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.7K- 12.03% |
$1.03M - $1.23M
|
195K
$12.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.7K- 46.5% |
$1.14M - $1.37M
|
34.2K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32K- 8.4% |
$1.23M - $1.47M
|
349K
$22.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.3K- 21.8% |
$1.28M - $1.53M
|
120K
$7.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-38.7K- 79.79% |
$1.49M - $1.78M
|
9.8K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-42.5K- 1.42% |
$1.63M - $1.95M
|
2.96M
$187M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-43.5K- 7.79% |
$1.67M - $2M
|
515K
$32.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46.6K- 65.01% |
$1.79M - $2.14M
|
25.1K
$1.59M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-46.7K- 30.38% |
$1.79M - $2.15M
|
107K
$6.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.2K- 6.83% |
$1.89M - $2.26M
|
671K
$42.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-55.9K- 81.16% |
$2.15M - $2.57M
|
13K
$820K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60.7K- 2.77% |
$2.33M - $2.79M
|
2.13M
$135M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-67.8K- 91.32% |
$2.61M - $3.12M
|
6.45K
$408K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-69.1K- 23.37% |
$2.66M - $3.18M
|
227K
$14.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.6K- 4.4% |
$2.68M - $3.2M
|
1.51M
$95.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-83.8K- 45.49% |
$3.22M - $3.85M
|
100K
$6.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-90.8K- 40.09% |
$3.49M - $4.17M
|
136K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112K- 1.55% |
$4.31M - $5.15M
|
7.13M
$451M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-780K- 23.18% |
$30M - $35.9M
|
2.58M
$163M
|