Latest Institutional Purchases of First Tr Fd Ii Nasdaq Cybersec (CIBR)
This list provides information on the latest institutional transactions involving First Tr Fd Ii Nasdaq Cybersec (CIBR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
300New |
$13.1K - $16.3K
|
300
$19.2K
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
241New |
$10.5K - $13.1K
|
241
$15.4K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
201New |
$8.79K - $10.9K
|
201
$12.9K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$8.74K - $10.9K
|
200
$12.8K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
200New |
$8.74K - $10.9K
|
200
$12.8K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
185New |
$8.09K - $10.1K
|
185
$11.9K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
107+ 14.27% |
$4.68K - $5.82K
|
857
$54.9K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
97+ 0.45% |
$4.24K - $5.27K
|
21.6K
$1.38M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
77+ 6.55% |
$3.37K - $4.19K
|
1.25K
$80.3K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60New |
$2.62K - $3.26K
|
60
$3.85K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50New |
$2.19K - $2.72K
|
50
$3.2K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1.49K - $1.85K
|
34
$2.18K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
34New |
$1.49K - $1.85K
|
34
$2.18K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$219 - $272
|
5
$321
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.7 - $54.4
|
1
$64.1
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
48.3KNew |
$2.12M - $2.3M
|
48.3K
$3.1M
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
42.8KNew |
$1.88M - $2.04M
|
42.8K
$2.75M
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
26.4KNew |
$1.16M - $1.25M
|
26.4K
$1.69M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.49KNew |
$329K - $356K
|
7.49K
$480K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.95KNew |
$217K - $235K
|
4.95K
$317K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
965New |
$42.4K - $45.9K
|
965
$61.9K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
791New |
$34.7K - $37.6K
|
791
$50.7K
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
700+ 14.05% |
$30.7K - $33.3K
|
5.68K
$364K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
529New |
$23.2K - $25.2K
|
529
$33.9K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
384New |
$16.9K - $18.3K
|
384
$24.6K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
380New |
$16.7K - $18.1K
|
380
$24.4K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
259New |
$11.4K - $12.3K
|
259
$16.6K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
210New |
$9.22K - $9.99K
|
210
$13.5K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
95New |
$4.17K - $4.52K
|
95
$6.09K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
26+ 7.1% |
$1.14K - $1.24K
|
392
$25.1K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
25+ 0.28% |
$1.1K - $1.19K
|
9.11K
$584K
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22New |
$966 - $1.05K
|
22
$1.41K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.18% |
$43.9 - $47.6
|
557
$35.7K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42KNew |
$1.61M - $1.93M
|
42K
$2.69M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16KNew |
$615K - $736K
|
16K
$1.03M
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.8K+ 21.11% |
$417K - $499K
|
62.2K
$3.99M
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.63K+ 13.4% |
$332K - $397K
|
73.1K
$4.68M
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
7.06KNew |
$271K - $325K
|
7.06K
$453K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.69KNew |
$180K - $215K
|
4.69K
$300K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
215+ 107.5% |
$8.26K - $9.89K
|
415
$26.6K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
206New |
$7.92K - $9.47K
|
206
$13.2K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
193+ 3.25% |
$7.42K - $8.88K
|
6.13K
$393K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
40New |
$1.54K - $1.84K
|
40
$2.56K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$38.4 - $46
|
7.13K
$457K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
39.3KNew |
$1.47M - $1.69M
|
39.3K
$2.52M
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
14.3KNew |
$532K - $612K
|
14.3K
$914K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.52KNew |
$243K - $280K
|
6.52K
$418K
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
6.02KNew |
$225K - $259K
|
6.02K
$386K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.7KNew |
$175K - $202K
|
4.7K
$301K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.26KNew |
$122K - $140K
|
3.26K
$209K
|