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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
339+ 3.31% |
$17.7K - $20.2K
|
10.6K
$678K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
330+ 4.0% |
$17.2K - $19.7K
|
8.59K
$550K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
322+ 2.55% |
$16.8K - $19.2K
|
13K
$831K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
320+ 2.08% |
$16.7K - $19.1K
|
15.7K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
320+ 1.31% |
$16.7K - $19.1K
|
24.7K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
300+ 2.55% |
$15.6K - $17.9K
|
12K
$772K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
295+ 4.58% |
$15.4K - $17.6K
|
6.74K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
282+ 2.34% |
$14.7K - $16.8K
|
12.3K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
282+ 8.05% |
$14.7K - $16.8K
|
3.79K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
279+ 1.98% |
$14.5K - $16.6K
|
14.3K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
275New |
$14.3K - $16.4K
|
275
$17.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
270+ 3.48% |
$14.1K - $16.1K
|
8.03K
$515K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
263+ 4.96% |
$13.7K - $15.7K
|
5.57K
$357K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
249New |
$13K - $14.9K
|
249
$16K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
235+ 5.49% |
$12.2K - $14K
|
4.52K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
206New |
$10.7K - $12.3K
|
206
$13.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
205+ 0.9% |
$10.7K - $12.2K
|
23.1K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$10.4K - $11.9K
|
200
$12.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
198+ 0.57% |
$10.3K - $11.8K
|
35K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
180+ 2.92% |
$9.38K - $10.7K
|
6.35K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
175+ 1.15% |
$9.12K - $10.4K
|
15.4K
$990K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
170New |
$8.86K - $10.1K
|
170
$10.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
169+ 4.68% |
$8.8K - $10.1K
|
3.78K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
168New |
$8.75K - $10K
|
168
$10.8K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
148+ 1.29% |
$7.71K - $8.83K
|
11.6K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
144+ 0.9% |
$7.5K - $8.59K
|
16.2K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
137+ 0.33% |
$7.14K - $8.17K
|
41.7K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
135New |
$7.03K - $8.05K
|
135
$8.65K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
132+ 3.42% |
$6.88K - $7.88K
|
3.99K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
132+ 3.51% |
$6.88K - $7.88K
|
3.9K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
122+ 1.13% |
$6.36K - $7.28K
|
10.9K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
114+ 1.8% |
$5.94K - $6.8K
|
6.44K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
109+ 0.53% |
$5.68K - $6.5K
|
20.5K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
104+ 2.21% |
$5.42K - $6.2K
|
4.81K
$309K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
102+ 1.35% |
$5.31K - $6.09K
|
7.64K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
95+ 141.79% |
$4.95K - $5.67K
|
162
$10.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
78+ 69.64% |
$4.06K - $4.65K
|
190
$12.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
75New |
$3.91K - $4.47K
|
75
$4.81K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
73+ 0.96% |
$3.8K - $4.36K
|
7.68K
$492K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
68+ 1.51% |
$3.54K - $4.06K
|
4.57K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
67+ 0.95% |
$3.49K - $4K
|
7.14K
$457K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
67New |
$3.49K - $4K
|
67
$4.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
52+ 0.6% |
$2.71K - $3.1K
|
8.76K
$561K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47+ 0.04% |
$2.45K - $2.8K
|
117K
$7.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
46+ 0.13% |
$2.4K - $2.74K
|
35.3K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
45+ 0.05% |
$2.34K - $2.68K
|
89.5K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
44+ 51.76% |
$2.29K - $2.63K
|
129
$8.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
35+ 0.95% |
$1.82K - $2.09K
|
3.73K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
32+ 0.17% |
$1.67K - $1.91K
|
19.4K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32New |
$1.67K - $1.91K
|
32
$2.05K
|