Purchases and Sales Made in Q2 2024 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 2024. 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 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
481+ 3.14% |
$25.3K - $27.1K
|
15.8K
$998K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
450+ 10.4% |
$23.6K - $25.4K
|
4.78K
$302K
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
450+ 1.99% |
$23.6K - $25.4K
|
23.1K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
449+ 7.64% |
$23.6K - $25.3K
|
6.32K
$400K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
409New |
$21.5K - $23.1K
|
409
$25.9K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
406+ 2.6% |
$21.3K - $22.9K
|
16K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
400New |
$21K - $22.6K
|
400
$25.3K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
380+ 3.1% |
$20K - $21.4K
|
12.6K
$799K
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
372+ 5.56% |
$19.5K - $21K
|
7.07K
$447K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
364+ 1.52% |
$19.1K - $20.5K
|
24.4K
$1.54M
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
363+ 3.26% |
$19.1K - $20.5K
|
11.5K
$726K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
362+ 8.37% |
$19K - $20.4K
|
4.69K
$296K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
352+ 2.44% |
$18.5K - $19.9K
|
14.8K
$933K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
349+ 1.22% |
$18.3K - $19.7K
|
28.9K
$1.83M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
345+ 3.23% |
$18.1K - $19.5K
|
11K
$696K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
343+ 8.27% |
$18K - $19.4K
|
4.49K
$284K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
334+ 2.24% |
$17.5K - $18.8K
|
15.3K
$965K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
327+ 3.71% |
$17.2K - $18.4K
|
9.14K
$578K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
321+ 15.75% |
$16.9K - $18.1K
|
2.36K
$149K
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
321+ 0.43% |
$16.9K - $18.1K
|
74.5K
$4.71M
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
317New |
$16.6K - $17.9K
|
317
$20K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
314+ 4.54% |
$16.5K - $17.7K
|
7.24K
$457K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
295+ 65.7% |
$15.5K - $16.6K
|
744
$47K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
294+ 8.24% |
$15.4K - $16.6K
|
3.86K
$244K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
284+ 3.88% |
$14.9K - $16K
|
7.61K
$481K
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
278+ 4.23% |
$14.6K - $15.7K
|
6.85K
$433K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
275+ 0.7% |
$14.4K - $15.5K
|
39.3K
$2.49M
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
267+ 0.92% |
$14K - $15.1K
|
29.2K
$1.84M
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
264+ 5.05% |
$13.9K - $14.9K
|
5.49K
$347K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
243New |
$12.8K - $13.7K
|
243
$15.4K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
239New |
$12.5K - $13.5K
|
239
$15.1K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
231New |
$12.1K - $13K
|
231
$14.6K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
228+ 0.66% |
$12K - $12.9K
|
34.8K
$2.2M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
223+ 1.12% |
$11.7K - $12.6K
|
20.2K
$1.28M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
208+ 5.64% |
$10.9K - $11.7K
|
3.9K
$246K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
205+ 0.3% |
$10.8K - $11.6K
|
67.9K
$4.29M
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
178+ 0.88% |
$9.35K - $10K
|
20.4K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
170New |
$8.93K - $9.59K
|
170
$10.7K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
150+ 2.78% |
$7.88K - $8.46K
|
5.55K
$351K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
149+ 6.21% |
$7.82K - $8.41K
|
2.55K
$161K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
148New |
$7.77K - $8.35K
|
148
$9.36K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
145+ 0.2% |
$7.61K - $8.18K
|
71.5K
$4.52M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
140New |
$7.35K - $7.9K
|
140
$8.85K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
134+ 1.98% |
$7.04K - $7.56K
|
6.89K
$436K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
133+ 0.58% |
$6.98K - $7.5K
|
22.9K
$1.45M
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
127+ 1.95% |
$6.67K - $7.17K
|
6.64K
$420K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125New |
$6.56K - $7.05K
|
125
$7.9K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
125New |
$6.56K - $7.05K
|
125
$7.9K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
125New |
$6.56K - $7.05K
|
125
$7.9K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
117+ 0.19% |
$6.14K - $6.6K
|
61.7K
$3.9M
|