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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
143KNew |
$7.33M - $8.44M
|
143K
$10.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.02K+ 59.73% |
$155K - $179K
|
8.08K
$602K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200+ 58.82% |
$10.3K - $11.8K
|
540
$40.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.81% |
$514 - $592
|
1.24K
$92.6K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-83- 0.41% |
$4.26K - $4.91K
|
20.4K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$1.85K - $2.13K
|
36
$2.68K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
92New |
$4.73K - $5.44K
|
92
$6.85K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.75KNew |
$244K - $281K
|
4.75K
$353K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
280+ 1.07% |
$14.4K - $16.6K
|
26.5K
$1.97M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
214New |
$11K - $12.7K
|
214
$15.9K
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.16K- 64.53% |
$50.5K - $62.8K
|
635
$47.3K
|
|
|
Jun 24, 2024
Q4 2023
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
27.4KNew |
$1.2M - $1.49M
|
27.4K
$2.04M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
259KNew |
$11.3M - $14.1M
|
259K
$19.3M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.23K+ 522.13% |
$53.6K - $66.7K
|
1.46K
$109K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1.49K - $1.85K
|
34
$2.53K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
241New |
$10.5K - $13.1K
|
241
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
34New |
$1.49K - $1.85K
|
34
$2.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.15K- 95.83% |
$50.3K - $62.5K
|
50
$3.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
41.4KNew |
$1.81M - $2.25M
|
41.4K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50New |
$2.19K - $2.72K
|
50
$3.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1KNew |
$43.7K - $54.4K
|
1K
$74.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
22.4KNew |
$981K - $1.22M
|
22.4K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Teca Partners, LP
Austin, TX |
BUY
|
PUT |
141KNew |
$6.16M - $7.67M
|
141K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.7 - $54.4
|
1
$74.4
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
4.16KNew |
$182K - $226K
|
4.16K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.83KNew |
$211K - $263K
|
4.83K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-14.8K- 8.78% |
$648K - $806K
|
154K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.35KNew |
$59.2K - $73.6K
|
1.35K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
185New |
$8.09K - $10.1K
|
185
$13.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
823New |
$36K - $44.8K
|
823
$61.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-7.09K- 35.28% |
$310K - $386K
|
13K
$968K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
201New |
$8.79K - $10.9K
|
201
$15K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
77+ 6.55% |
$3.37K - $4.19K
|
1.25K
$93.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60New |
$2.62K - $3.26K
|
60
$4.47K
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
197KNew |
$8.59M - $10.7M
|
197K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
380New |
$16.6K - $20.7K
|
380
$28.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
300New |
$13.1K - $16.3K
|
300
$22.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
97+ 0.45% |
$4.24K - $5.27K
|
21.6K
$1.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.95K+ 4.97% |
$85.1K - $106K
|
41.1K
$3.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$219 - $272
|
5
$372
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 14.77% |
$1.14K - $1.41K
|
150
$11.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$8.74K - $10.9K
|
200
$14.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
800+ 400.0% |
$35K - $43.5K
|
1K
$74.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.05K- 23.08% |
$45.9K - $57.1K
|
3.5K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
107+ 14.27% |
$4.68K - $5.82K
|
857
$63.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-350- 36.84% |
$15.3K - $19K
|
600
$44.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-27- 10.34% |
$1.18K - $1.47K
|
234
$17.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
698New |
$30.5K - $38K
|
698
$51.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 1.52% |
$70.2K - $87.3K
|
107K
$7.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
200New |
$8.74K - $10.9K
|
200
$14.9K
|
|