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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
409+ 6.33% |
$23.9K - $27.4K
|
6.87K
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
406New |
$23.7K - $27.2K
|
406
$29K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
400New |
$23.4K - $26.8K
|
400
$28.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
397+ 3.92% |
$23.2K - $26.6K
|
10.5K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
395New |
$23.1K - $26.5K
|
395
$28.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
393+ 5.0% |
$22.9K - $26.3K
|
8.25K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
390+ 1.25% |
$22.8K - $26.1K
|
31.6K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
380+ 2.45% |
$22.2K - $25.5K
|
15.9K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
365+ 4.45% |
$21.3K - $24.5K
|
8.56K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
357+ 0.95% |
$20.8K - $23.9K
|
37.9K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
357+ 1.74% |
$20.8K - $23.9K
|
20.9K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
342+ 9.19% |
$20K - $22.9K
|
4.06K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
331+ 0.45% |
$19.3K - $22.2K
|
74.6K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
313+ 3.94% |
$18.3K - $21K
|
8.26K
$590K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
308+ 133.33% |
$18K - $20.6K
|
539
$38.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
308+ 0.32% |
$18K - $20.6K
|
95.9K
$6.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
304+ 1.84% |
$17.8K - $20.4K
|
16.8K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
290+ 6.22% |
$16.9K - $19.4K
|
4.95K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
280+ 4.53% |
$16.3K - $18.8K
|
6.46K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
275+ 1.69% |
$16.1K - $18.4K
|
16.6K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
271+ 4.79% |
$15.8K - $18.2K
|
5.93K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
257+ 0.85% |
$15K - $17.2K
|
30.3K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
257+ 1.11% |
$15K - $17.2K
|
23.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
251+ 0.32% |
$14.7K - $16.8K
|
79.2K
$5.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
250+ 0.45% |
$14.6K - $16.8K
|
56.3K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
238New |
$13.9K - $16K
|
238
$17K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
237+ 3.89% |
$13.8K - $15.9K
|
6.33K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
204New |
$11.9K - $13.7K
|
204
$14.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
201New |
$11.7K - $13.5K
|
201
$14.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
200+ 2.4% |
$11.7K - $13.4K
|
8.55K
$610K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
199+ 2.61% |
$11.6K - $13.3K
|
7.84K
$560K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
193+ 1.25% |
$11.3K - $12.9K
|
15.6K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
192New |
$11.2K - $12.9K
|
192
$13.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
191+ 5.11% |
$11.2K - $12.8K
|
3.93K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
177+ 6.99% |
$10.3K - $11.9K
|
2.71K
$194K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
177New |
$10.3K - $11.9K
|
177
$12.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
175+ 1.73% |
$10.2K - $11.7K
|
10.3K
$737K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
166+ 26.82% |
$9.69K - $11.1K
|
785
$56.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
163+ 3.22% |
$9.52K - $10.9K
|
5.23K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
160+ 2.48% |
$9.34K - $10.7K
|
6.62K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
160+ 16.97% |
$9.34K - $10.7K
|
1.1K
$78.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
152+ 1.24% |
$8.88K - $10.2K
|
12.4K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
140New |
$8.17K - $9.39K
|
140
$10K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
140+ 3.69% |
$8.17K - $9.39K
|
3.94K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
135+ 3.63% |
$7.88K - $9.05K
|
3.85K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
134New |
$7.82K - $8.98K
|
134
$9.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
132+ 0.6% |
$7.71K - $8.85K
|
22.2K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
121New |
$7.07K - $8.11K
|
121
$8.64K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
112+ 0.84% |
$6.54K - $7.51K
|
13.4K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
104+ 105.05% |
$6.07K - $6.97K
|
203
$14.5K
|