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 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
263+ 4.96% |
$13.7K - $15.7K
|
5.57K
$356K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
710New |
$37K - $42.4K
|
710
$45.5K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-367- 0.49% |
$19.1K - $21.9K
|
74.1K
$4.75M
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.7K+ 32.17% |
$612K - $700K
|
48.2K
$3.09M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-80- 5.63% |
$4.17K - $4.77K
|
1.34K
$85.8K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
67New |
$3.49K - $4K
|
67
$4.29K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.52K- 3.12% |
$444K - $508K
|
264K
$16.9M
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.06K+ 3.21% |
$107K - $123K
|
66.3K
$4.24M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.58K- 15.0% |
$82.2K - $94.1K
|
8.94K
$573K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
175+ 1.15% |
$9.12K - $10.4K
|
15.4K
$989K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.22KNew |
$220K - $252K
|
4.22K
$271K
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4+ 0.02% |
$208 - $239
|
23.9K
$1.53M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
21.6K+ 49.53% |
$1.12M - $1.29M
|
65.1K
$4.17M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
34.2KNew |
$1.78M - $2.04M
|
34.2K
$2.19M
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
BUY
|
- |
2.01K+ 9.84% |
$105K - $120K
|
22.5K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.46K+ 4.89% |
$180K - $207K
|
74.2K
$4.75M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
507+ 3.21% |
$26.4K - $30.2K
|
16.3K
$1.04M
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
67+ 0.95% |
$3.49K - $4K
|
7.14K
$457K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
144+ 0.9% |
$7.5K - $8.59K
|
16.2K
$1.03M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
132+ 3.42% |
$6.88K - $7.88K
|
3.99K
$256K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32New |
$1.67K - $1.91K
|
32
$2.05K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.09K+ 9.09% |
$109K - $125K
|
25.1K
$1.61M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.27K+ 424.68% |
$170K - $195K
|
4.04K
$259K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
777New |
$40.5K - $46.4K
|
777
$49.8K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.43KNew |
$179K - $205K
|
3.43K
$220K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
170New |
$8.86K - $10.1K
|
170
$10.9K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.64K- 6.02% |
$85.2K - $97.5K
|
25.5K
$1.64M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47+ 0.04% |
$2.45K - $2.8K
|
117K
$7.52M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
810+ 9.34% |
$42.2K - $48.3K
|
9.48K
$607K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
355+ 5.63% |
$18.5K - $21.2K
|
6.66K
$426K
|
|
Oct 22, 2024
Q3 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
4K+ 48.78% |
$208K - $239K
|
12.2K
$781K
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
484+ 8.73% |
$25.2K - $28.9K
|
6.03K
$386K
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-7.55K- 13.74% |
$393K - $450K
|
47.4K
$3.03M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
68+ 1.51% |
$3.54K - $4.06K
|
4.57K
$293K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.88K+ 1.98% |
$410K - $470K
|
406K
$26M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-266- 4.99% |
$13.9K - $15.9K
|
5.07K
$325K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.66KNew |
$295K - $338K
|
5.66K
$362K
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.59KNew |
$291K - $333K
|
5.59K
$358K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.1K- 20.84% |
$1.31M - $1.49M
|
95.2K
$6.1M
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-55- 0.51% |
$2.87K - $3.28K
|
10.8K
$693K
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
424+ 6.78% |
$22.1K - $25.3K
|
6.68K
$428K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
652New |
$34K - $38.9K
|
652
$41.8K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-94- 1.74% |
$4.9K - $5.61K
|
5.31K
$340K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.96K+ 33.75% |
$154K - $176K
|
11.7K
$751K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 14.39% |
$55.4K - $63.5K
|
6.33K
$405K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-100- 2.2% |
$5.21K - $5.97K
|
4.45K
$285K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-384- 58.18% |
$20K - $22.9K
|
276
$17.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
249New |
$13K - $14.9K
|
249
$15.9K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.14K- 47.09% |
$372K - $426K
|
8.03K
$514K
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
148+ 1.29% |
$7.71K - $8.83K
|
11.6K
$745K
|