Latest Institutional Transactions on First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information on the latest institutional transactions involving First Tr Fd Ii Nasdaq Cybersec (CIBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
529New |
$23.2K - $25.2K
|
529
$30.4K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.02% |
$43.9 - $47.6
|
6.54K
$376K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-97- 1.97% |
$4.26K - $4.61K
|
4.83K
$278K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67New |
$2.94K - $3.19K
|
67
$3.85K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-432- 4.41% |
$19K - $20.5K
|
9.37K
$539K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
965New |
$42.4K - $45.9K
|
965
$55.5K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.95KNew |
$217K - $235K
|
4.95K
$285K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
210New |
$9.22K - $9.99K
|
210
$12.1K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-323- 1.73% |
$14.2K - $15.4K
|
18.4K
$1.06M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
384New |
$16.9K - $18.3K
|
384
$22.1K
|
|
Q2 2023 | |||||||
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 0.77% |
$39.1K - $46.8K
|
133K
$7.66M
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.12K- 12.4% |
$43K - $51.4K
|
7.9K
$454K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-250- 38.11% |
$9.61K - $11.5K
|
406
$23.3K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
206New |
$7.92K - $9.47K
|
206
$11.8K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16KNew |
$615K - $736K
|
16K
$920K
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.06KNew |
$271K - $325K
|
7.06K
$406K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42KNew |
$1.61M - $1.93M
|
42K
$2.41M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.69KNew |
$180K - $215K
|
4.69K
$269K
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.42K- 70.49% |
$54.5K - $65.3K
|
594
$34.2K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
193+ 3.25% |
$7.42K - $8.88K
|
6.13K
$352K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.43K- 98.38% |
$93.4K - $112K
|
40
$2.3K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$38.4 - $46
|
7.13K
$410K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
40New |
$1.54K - $1.84K
|
40
$2.3K
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
345+ 2.99% |
$13.3K - $15.9K
|
11.9K
$684K
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.8K+ 21.11% |
$417K - $499K
|
62.2K
$3.58M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.57K- 16.33% |
$214K - $256K
|
28.5K
$1.64M
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 78.54% |
$855K - $1.02M
|
6.08K
$350K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-101- 54.3% |
$3.88K - $4.64K
|
85
$4.89K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
23.9KNew |
$920K - $1.1M
|
23.9K
$1.38M
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.63K+ 13.4% |
$332K - $397K
|
73.1K
$4.2M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-422- 8.55% |
$16.2K - $19.4K
|
4.52K
$260K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
215+ 107.5% |
$8.26K - $9.89K
|
415
$23.9K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-337- 46.23% |
$13K - $15.5K
|
392
$22.5K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47- 0.25% |
$1.75K - $2.02K
|
18.7K
$1.07M
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
66New |
$2.46K - $2.83K
|
66
$3.8K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
40New |
$1.49K - $1.72K
|
40
$2.3K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.4KNew |
$52.2K - $60.1K
|
1.4K
$80.5K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.52KNew |
$243K - $280K
|
6.52K
$375K
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
14.3KNew |
$532K - $612K
|
14.3K
$820K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-59.2K- 90.74% |
$2.21M - $2.54M
|
6.04K
$347K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
991New |
$37K - $42.5K
|
991
$57K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.7KNew |
$175K - $202K
|
4.7K
$270K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-10K- 7.7% |
$374K - $431K
|
120K
$6.92M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-238- 2.03% |
$8.88K - $10.2K
|
11.5K
$662K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.7KNew |
$175K - $202K
|
4.7K
$270K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
30.8KNew |
$1.15M - $1.32M
|
30.8K
$1.77M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.26KNew |
$122K - $140K
|
3.26K
$187K
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
820+ 7.49% |
$30.6K - $35.2K
|
11.8K
$677K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500New |
$18.7K - $21.5K
|
500
$28.8K
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.25K+ 13.85% |
$83.9K - $96.5K
|
18.5K
$1.06M
|