Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
3.24K+ 5.59% |
$169K - $193K
|
61.1K
$3.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.09K+ 19.55% |
$161K - $184K
|
18.9K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.96K+ 33.75% |
$154K - $176K
|
11.7K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 1.38% |
$150K - $172K
|
211K
$13.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.71K+ 1.73% |
$141K - $162K
|
159K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.67K+ 13.51% |
$139K - $159K
|
22.4K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 38.25% |
$136K - $156K
|
9.44K
$596K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.59K+ 14.22% |
$135K - $155K
|
20.8K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.55K+ 2.27% |
$133K - $152K
|
115K
$7.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
2.53KNew |
$132K - $151K
|
2.53K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.45K+ 18.7% |
$127K - $146K
|
15.5K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.37KNew |
$123K - $141K
|
2.37K
$150K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.37KNew |
$123K - $141K
|
2.37K
$150K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 3.65% |
$122K - $140K
|
66.5K
$4.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.29K+ 33.68% |
$119K - $137K
|
9.09K
$574K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.16K+ 15.29% |
$112K - $129K
|
16.3K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.09K+ 9.09% |
$109K - $125K
|
25.1K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.06K+ 3.21% |
$107K - $123K
|
66.3K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.06K+ 5.5% |
$107K - $123K
|
39.4K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
BUY
|
- |
2.01K+ 9.84% |
$105K - $120K
|
22.5K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.95K+ 2.55% |
$102K - $116K
|
78.3K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.93KNew |
$101K - $115K
|
1.93K
$122K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.84K+ 5.03% |
$95.9K - $110K
|
38.4K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.76K+ 29.86% |
$91.4K - $105K
|
7.63K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.74K+ 14.28% |
$90.4K - $104K
|
13.9K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.71K+ 10.22% |
$88.9K - $102K
|
18.4K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.67K+ 4.1% |
$86.7K - $99.3K
|
42.2K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.55K+ 4.93% |
$80.8K - $92.5K
|
33K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.51K+ 2.08% |
$78.9K - $90.3K
|
74.3K
$4.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 31.63% |
$77.3K - $88.5K
|
6.18K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.37K+ 4.95% |
$71.2K - $81.5K
|
29K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.3K+ 5.81% |
$67.6K - $77.4K
|
23.6K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.27K+ 9.34% |
$66.1K - $75.6K
|
14.8K
$938K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 2.87% |
$64.8K - $74.2K
|
44.5K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.11K+ 11.02% |
$58K - $66.4K
|
11.2K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.11K+ 28.01% |
$57.8K - $66.2K
|
5.07K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.11K+ 15.59% |
$57.6K - $66K
|
8.2K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.1K+ 4.76% |
$57.3K - $65.6K
|
24.2K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.08K+ 4.51% |
$56.5K - $64.7K
|
25.1K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.05K+ 8.61% |
$54.9K - $62.8K
|
13.3K
$839K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.03K+ 1.38% |
$53.7K - $61.4K
|
75.5K
$4.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 0.64% |
$52.1K - $59.7K
|
157K
$9.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1K+ 418.41% |
$52.1K - $59.7K
|
1.24K
$78.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1KNew |
$52.1K - $59.7K
|
1K
$63.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
993+ 70.83% |
$51.7K - $59.2K
|
2.4K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
986+ 25.13% |
$51.4K - $58.8K
|
4.91K
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
947+ 4.13% |
$49.3K - $56.5K
|
23.9K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
925+ 1.02% |
$48.2K - $55.2K
|
92K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
917+ 16.55% |
$47.8K - $54.7K
|
6.46K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
908+ 2.29% |
$47.3K - $54.2K
|
40.6K
$2.56M
|