Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
16K+ 203.89% |
$698K - $869K
|
23.8K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14.8KNew |
$648K - $807K
|
14.8K
$951K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
14.7KNew |
$645K - $802K
|
14.7K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14K+ 16.2% |
$610K - $759K
|
100K
$6.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
13.6K+ 173.55% |
$594K - $739K
|
21.4K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.6K+ 26.42% |
$551K - $686K
|
60.3K
$3.87M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12.3K+ 25.37% |
$536K - $666K
|
60.5K
$3.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
12.1K+ 246.08% |
$531K - $660K
|
17.1K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.9KNew |
$520K - $647K
|
11.9K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.6K+ 41.48% |
$508K - $632K
|
39.6K
$2.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
9.55K+ 10.44% |
$417K - $519K
|
101K
$6.47M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
9.23KNew |
$403K - $502K
|
9.23K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.19K+ 4.72% |
$402K - $500K
|
204K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
9.1KNew |
$398K - $495K
|
9.1K
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
8.98K+ 45.22% |
$392K - $488K
|
28.8K
$1.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8.86K+ 163.75% |
$388K - $482K
|
14.3K
$915K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8.72KNew |
$381K - $474K
|
8.72K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.65KNew |
$378K - $471K
|
8.65K
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
8.3KNew |
$363K - $452K
|
8.3K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
7.67KNew |
$335K - $417K
|
7.67K
$492K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.42KNew |
$324K - $404K
|
7.42K
$476K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.29KNew |
$319K - $397K
|
7.29K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.11KNew |
$311K - $386K
|
7.11K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7.1KNew |
$310K - $386K
|
7.1K
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.99K+ 22.29% |
$306K - $380K
|
38.3K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
6.63KNew |
$290K - $361K
|
6.63K
$425K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.43KNew |
$281K - $350K
|
6.43K
$412K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.24KNew |
$273K - $339K
|
6.24K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.13KNew |
$268K - $333K
|
6.13K
$393K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.1K+ 4.46% |
$267K - $332K
|
143K
$9.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.82K+ 11.77% |
$254K - $316K
|
55.3K
$3.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.8K+ 3.25% |
$253K - $315K
|
184K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.78K+ 1.1% |
$253K - $314K
|
529K
$33.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.73K+ 26.3% |
$250K - $311K
|
27.5K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.64KNew |
$247K - $307K
|
5.64K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.55K+ 4.61% |
$242K - $302K
|
126K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.51KNew |
$241K - $300K
|
5.51K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$221K - $275K
|
5.06K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.99KNew |
$218K - $271K
|
4.99K
$320K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$215K - $268K
|
4.92K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.83KNew |
$211K - $263K
|
4.83K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.82K+ 204.07% |
$211K - $262K
|
7.18K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.79KNew |
$209K - $260K
|
4.79K
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.59KNew |
$201K - $250K
|
4.59K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.55K+ 17.38% |
$199K - $247K
|
30.7K
$1.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.4KNew |
$192K - $239K
|
4.4K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.32KNew |
$189K - $235K
|
4.32K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.3KNew |
$188K - $234K
|
4.3K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.24KNew |
$185K - $231K
|
4.24K
$272K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.2KNew |
$184K - $228K
|
4.2K
$269K
|