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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3K- 10.91% |
$154K - $178K
|
24.5K
$1.59M
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.59K- 24.08% |
$81.7K - $94.1K
|
5.01K
$326K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-493- 38.34% |
$25.3K - $29.2K
|
793
$51.6K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.84K+ 98.98% |
$94.7K - $109K
|
3.71K
$241K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.38KNew |
$225K - $259K
|
4.38K
$285K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
727+ 15.12% |
$37.4K - $43K
|
5.54K
$360K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.1KNew |
$777K - $895K
|
15.1K
$984K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.59KNew |
$184K - $212K
|
3.59K
$233K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 1.89% |
$58.8K - $67.7K
|
61.7K
$4.01M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
277New |
$14.2K - $16.4K
|
277
$18K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
585New |
$30.1K - $34.6K
|
585
$38.1K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-63- 0.28% |
$3.24K - $3.73K
|
22.2K
$1.44M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
90New |
$4.62K - $5.33K
|
90
$5.85K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.72K+ 7.39% |
$140K - $161K
|
39.5K
$2.57M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 157.5% |
$3.24K - $3.73K
|
103
$6.7K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.2KNew |
$61.8K - $71.2K
|
1.2K
$78.3K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
300+ 75.0% |
$15.4K - $17.8K
|
700
$45.5K
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.18KNew |
$215K - $247K
|
4.18K
$272K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.97% |
$51.4 - $59.2
|
104
$6.77K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
16.7KNew |
$859K - $989K
|
16.7K
$1.09M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.12KNew |
$57.6K - $66.3K
|
1.12K
$72.9K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
543+ 1.08% |
$27.9K - $32.1K
|
50.8K
$3.31M
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-87- 3.71% |
$4.47K - $5.15K
|
2.26K
$147K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
9.08K+ 34.55% |
$466K - $537K
|
35.4K
$2.3M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
4.37KNew |
$225K - $259K
|
4.37K
$284K
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
505+ 13.45% |
$25.9K - $29.9K
|
4.26K
$277K
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 16.21% |
$55.2K - $63.6K
|
7.71K
$501K
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
143KNew |
$7.33M - $8.44M
|
143K
$9.28M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-500- 35.71% |
$25.7K - $29.6K
|
900
$58.5K
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.61KNew |
$186K - $214K
|
3.61K
$235K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.02K+ 59.73% |
$155K - $179K
|
8.08K
$526K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200+ 58.82% |
$10.3K - $11.8K
|
540
$35.1K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.81% |
$514 - $592
|
1.24K
$80.9K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-83- 0.41% |
$4.26K - $4.91K
|
20.4K
$1.32M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-249- 3.71% |
$12.8K - $14.7K
|
6.46K
$420K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$1.85K - $2.13K
|
36
$2.34K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
92New |
$4.73K - $5.44K
|
92
$5.98K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.75KNew |
$244K - $281K
|
4.75K
$309K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
280+ 1.07% |
$14.4K - $16.6K
|
26.5K
$1.72M
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
214New |
$11K - $12.7K
|
214
$13.9K
|
|
Q4 2023 | |||||||
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.16K- 64.53% |
$50.5K - $62.8K
|
635
$41.3K
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
27.4KNew |
$1.2M - $1.49M
|
27.4K
$1.79M
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
259KNew |
$11.3M - $14.1M
|
259K
$16.9M
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.23K+ 522.13% |
$53.6K - $66.7K
|
1.46K
$95.1K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1.49K - $1.85K
|
34
$2.21K
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
241New |
$10.5K - $13.1K
|
241
$15.7K
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.15K- 95.83% |
$50.3K - $62.5K
|
50
$3.25K
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
41.4KNew |
$1.81M - $2.25M
|
41.4K
$2.69M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$166K - $206K
|
3.8K
$247K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50New |
$2.19K - $2.72K
|
50
$3.25K
|