Purchases and Sales Made in Q1 2023 in First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information about the institutional ownership of First Tr Fd Ii Nasdaq Cybersec (CIBR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR FD II NASDAQ CYBERSEC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.27KNew |
$196K - $226K
|
5.27K
$349K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.2K+ 2.9% |
$194K - $223K
|
184K
$12.2M
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.14KNew |
$192K - $221K
|
5.14K
$341K
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.98KNew |
$186K - $214K
|
4.98K
$330K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.96K+ 85.43% |
$185K - $213K
|
10.8K
$714K
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
4.95KNew |
$185K - $213K
|
4.95K
$328K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.94KNew |
$184K - $212K
|
4.94K
$327K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.89KNew |
$182K - $210K
|
4.89K
$324K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.82KNew |
$180K - $207K
|
4.82K
$319K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.81K+ 11.56% |
$180K - $207K
|
46.5K
$3.08M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.7KNew |
$175K - $202K
|
4.7K
$312K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.7KNew |
$175K - $202K
|
4.7K
$311K
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
4.69KNew |
$175K - $201K
|
4.69K
$311K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.6K+ 78.63% |
$172K - $197K
|
10.5K
$693K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.59K+ 2.69% |
$171K - $197K
|
175K
$11.6M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.34K+ 3.14% |
$162K - $186K
|
143K
$9.46M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.25K+ 5.91% |
$158K - $182K
|
76.2K
$5.05M
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.18K+ 64.97% |
$156K - $179K
|
10.6K
$703K
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.18K+ 8.96% |
$156K - $179K
|
50.8K
$3.37M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.9K+ 2.62% |
$146K - $167K
|
153K
$10.1M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
3.3K+ 4.25% |
$123K - $142K
|
80.9K
$5.36M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.26KNew |
$122K - $140K
|
3.26K
$216K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.25K+ 25.26% |
$121K - $139K
|
16.1K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.23K+ 9.96% |
$121K - $139K
|
35.7K
$2.37M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.21K+ 28.91% |
$120K - $138K
|
14.3K
$949K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.12K+ 6.87% |
$116K - $134K
|
48.5K
$3.21M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.08K+ 6.55% |
$115K - $132K
|
50.1K
$3.32M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.91KNew |
$109K - $125K
|
2.91K
$193K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
2.71K+ 6.81% |
$101K - $116K
|
42.4K
$2.81M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.68K+ 4.04% |
$100K - $115K
|
69.1K
$4.58M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.67K+ 46.22% |
$99.4K - $114K
|
8.43K
$559K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.61K+ 4.7% |
$97.3K - $112K
|
58.1K
$3.85M
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.51K+ 43.72% |
$93.8K - $108K
|
8.26K
$548K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.36K+ 22.38% |
$88K - $101K
|
12.9K
$855K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.29K+ 2.7% |
$85.3K - $98.1K
|
87K
$5.77M
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.25K+ 13.85% |
$83.9K - $96.5K
|
18.5K
$1.23M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.24K+ 3.6% |
$83.7K - $96.3K
|
64.6K
$4.29M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.19K+ 41.31% |
$81.8K - $94.1K
|
7.5K
$497K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.13KNew |
$79.3K - $91.2K
|
2.13K
$141K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.06K+ 13.86% |
$76.7K - $88.2K
|
16.9K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 26.62% |
$76K - $87.4K
|
9.69K
$642K
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.95K+ 4.6% |
$72.7K - $83.6K
|
44.3K
$2.94M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.92K+ 15.33% |
$71.5K - $82.2K
|
14.4K
$955K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.85K+ 17.05% |
$69.1K - $79.5K
|
12.7K
$843K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.77K+ 18.77% |
$65.9K - $75.8K
|
11.2K
$740K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.7K+ 2236.84% |
$63.4K - $73K
|
1.78K
$118K
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
1.69K+ 3.13% |
$63K - $72.4K
|
55.7K
$3.69M
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
1.63K+ 2.92% |
$60.9K - $70K
|
57.5K
$3.81M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.61K+ 8.65% |
$60K - $69.1K
|
20.2K
$1.34M
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.41K+ 20.73% |
$52.5K - $60.3K
|
8.19K
$543K
|