Institutional Ownership First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information about the institutional ownership of First Tr Fd Ii Nasdaq Cybersec (CIBR). We have compiled data on the 583 institutions that hold shares in the stock, with a total of 56.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
116,583
shares
|
$7.16 Million
4.13% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
114,867
shares
|
$7.06 Million
1.74% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
111,850
shares
|
$6.87 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
109,235
shares
|
$6.71 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
107,743
shares
|
$6.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
101,473
shares
|
$6.23 Million
2.97% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
101,200
shares
|
$6.22 Million
0.12% of portfolio
|
Q3 2024
Added 84.79%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
100,270
shares
|
$6.16 Million
0.57% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
100,147
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
100,041
shares
|
$6.15 Million
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
99,675
shares
|
$6.12 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
97,781
shares
|
$6.01 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
97,452
shares
|
$5.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 17.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
97,017
shares
|
$5.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
95,577
shares
|
$5.87 Million
0.77% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
95,177
shares
|
$5.85 Million
0.21% of portfolio
|
Q3 2024
Reduced 20.84%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
92,028
shares
|
$5.65 Million
3.97% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
90,386
shares
|
$5.55 Million
0.41% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
89,515
shares
|
$5.5 Million
3.79% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
88,440
shares
|
$5.43 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
87,639
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
87,599
shares
|
$5.38 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
86,603
shares
|
$5.32 Million
1.89% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
84,865
shares
|
$5.21 Million
0.13% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
80,770
shares
|
$4.96 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.33%
|