Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
184+ 3.97% |
$8.91K - $10.3K
|
4.82K
$309K
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
152+ 1.85% |
$7.36K - $8.53K
|
8.38K
$537K
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
151+ 0.06% |
$7.31K - $8.47K
|
274K
$17.6M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 15.0% |
$7.26K - $8.42K
|
1.15K
$73.7K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
138New |
$6.68K - $7.74K
|
138
$8.85K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
137New |
$6.63K - $7.69K
|
137
$8.78K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
130+ 1.86% |
$6.29K - $7.29K
|
7.13K
$457K
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
120+ 0.37% |
$5.81K - $6.73K
|
33K
$2.11M
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
120New |
$5.81K - $6.73K
|
120
$7.69K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
119+ 0.39% |
$5.76K - $6.68K
|
30.4K
$1.95M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
116+ 0.24% |
$5.61K - $6.51K
|
48.6K
$3.11M
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
108+ 3.54% |
$5.23K - $6.06K
|
3.16K
$203K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$4.84K - $5.61K
|
100
$6.41K
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
90New |
$4.36K - $5.05K
|
90
$5.77K
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
85+ 0.27% |
$4.11K - $4.77K
|
31K
$1.99M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
70New |
$3.39K - $3.93K
|
70
$4.49K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70+ 0.54% |
$3.39K - $3.93K
|
13.1K
$840K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
64+ 0.9% |
$3.1K - $3.59K
|
7.16K
$459K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
51New |
$2.47K - $2.86K
|
51
$3.27K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 50.0% |
$2.42K - $2.81K
|
150
$9.62K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48+ 0.14% |
$2.32K - $2.69K
|
33.2K
$2.13M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 0.21% |
$2.27K - $2.64K
|
22.1K
$1.42M
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42New |
$2.03K - $2.36K
|
42
$2.69K
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
30+ 0.53% |
$1.45K - $1.68K
|
5.69K
$365K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30New |
$1.45K - $1.68K
|
30
$1.92K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30New |
$1.45K - $1.68K
|
30
$1.92K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
27+ 9.78% |
$1.31K - $1.51K
|
303
$19.4K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
25+ 0.41% |
$1.21K - $1.4K
|
6.06K
$388K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 8.18% |
$436 - $505
|
119
$7.63K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9New |
$436 - $505
|
9
$577
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
6+ 0.09% |
$290 - $337
|
6.33K
$406K
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
6+ 0.01% |
$290 - $337
|
58.9K
$3.78M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.67% |
$96.8 - $112
|
302
$19.4K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2New |
$96.8 - $112
|
2
$128
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$48.4 - $56.1
|
19.2K
$1.23M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-15- 0.2% |
$726 - $842
|
7.32K
$469K
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-17- 0.16% |
$823 - $954
|
10.8K
$690K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-19Closed |
$920 - $1.07K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-55- 1.25% |
$2.66K - $3.09K
|
4.35K
$279K
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-56- 0.17% |
$2.71K - $3.14K
|
33.3K
$2.14M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-65Closed |
$3.15K - $3.65K
|
0
$0
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-79- 1.2% |
$3.82K - $4.43K
|
6.5K
$417K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.49% |
$4.84K - $5.61K
|
6.61K
$424K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-102Closed |
$4.94K - $5.72K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-112- 0.18% |
$5.42K - $6.28K
|
62.7K
$4.02M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-120- 2.06% |
$5.81K - $6.73K
|
5.71K
$366K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-123Closed |
$5.95K - $6.9K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-124Closed |
$6K - $6.96K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-134- 3.04% |
$6.49K - $7.52K
|
4.28K
$274K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-159- 0.03% |
$7.7K - $8.92K
|
510K
$32.7M
|