Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
184K+ 88.12% |
$10.8M - $12.4M
|
394K
$27.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
74.5K+ 107.91% |
$4.35M - $4.99M
|
144K
$9.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57.9K+ 156.18% |
$3.38M - $3.88M
|
95K
$6.59M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
57.8K+ 57.77% |
$3.37M - $3.87M
|
158K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
52K+ 73.76% |
$3.04M - $3.49M
|
123K
$8.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
49.7KNew |
$2.9M - $3.33M
|
49.7K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
42.9K+ 263.74% |
$2.51M - $2.88M
|
59.2K
$4.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
38.7KNew |
$2.26M - $2.59M
|
38.7K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31.1K+ 5.65% |
$1.82M - $2.09M
|
582K
$40.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.1KNew |
$1.58M - $1.81M
|
27.1K
$1.88M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
24.5K+ 20.51% |
$1.43M - $1.65M
|
144K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.8KNew |
$1.33M - $1.53M
|
22.8K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
21.3KNew |
$1.24M - $1.43M
|
21.3K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
19.6K+ 31.01% |
$1.14M - $1.31M
|
82.6K
$5.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.3K+ 30.25% |
$1.13M - $1.29M
|
83.2K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
18.5K+ 7.42% |
$1.08M - $1.24M
|
268K
$18.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
17.3K+ 38.76% |
$1.01M - $1.16M
|
61.8K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11.3K+ 60.5% |
$658K - $756K
|
29.9K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.8K+ 10.86% |
$632K - $726K
|
111K
$7.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
10.8KNew |
$628K - $721K
|
10.8K
$745K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6K+ 4.3% |
$621K - $712K
|
258K
$17.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 4.6% |
$599K - $688K
|
234K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10.2K+ 31.11% |
$597K - $686K
|
43.1K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.1K+ 15.46% |
$588K - $675K
|
75.2K
$5.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
9.82KNew |
$573K - $658K
|
9.82K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.61K+ 5.24% |
$561K - $644K
|
193K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.56K+ 19.32% |
$558K - $641K
|
59K
$4.09M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.94K+ 9.39% |
$522K - $599K
|
104K
$7.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.55K+ 64.36% |
$441K - $506K
|
19.3K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.7KNew |
$391K - $449K
|
6.7K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
6.7KNew |
$391K - $449K
|
6.7K
$464K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.58K+ 4.73% |
$384K - $441K
|
145K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.57K+ 5.59% |
$383K - $440K
|
124K
$8.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.5K+ 8.16% |
$380K - $436K
|
86.2K
$5.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.36KNew |
$371K - $426K
|
6.36K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.19KNew |
$361K - $415K
|
6.19K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.12K+ 15.01% |
$357K - $410K
|
46.9K
$3.25M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
6.08K+ 29.41% |
$355K - $407K
|
26.7K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.93KNew |
$346K - $398K
|
5.93K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5.39K+ 29.67% |
$315K - $361K
|
23.6K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.09K+ 148.67% |
$297K - $341K
|
8.52K
$590K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.32KNew |
$252K - $290K
|
4.32K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.3K+ 5.79% |
$251K - $288K
|
78.5K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.08K+ 5.79% |
$238K - $274K
|
74.6K
$5.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.81KNew |
$222K - $255K
|
3.81K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.74K+ 4.06% |
$218K - $251K
|
95.8K
$6.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.68KNew |
$215K - $247K
|
3.68K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.56KNew |
$208K - $239K
|
3.56K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.55KNew |
$207K - $238K
|
3.55K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.55KNew |
$207K - $238K
|
3.55K
$246K
|