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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.4KNew |
$52.2K - $60.1K
|
1.4K
$92.8K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 2.34% |
$45K - $51.8K
|
52.7K
$3.49M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 343.62% |
$43.2K - $49.7K
|
1.5K
$99.1K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.05K+ 11.86% |
$39.2K - $45.1K
|
9.9K
$656K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 204.89% |
$39.1K - $44.9K
|
1.56K
$103K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
991New |
$37K - $42.5K
|
991
$65.7K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
974+ 1.84% |
$36.3K - $41.8K
|
54K
$3.58M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
893+ 3.7% |
$33.3K - $38.3K
|
25K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
829+ 1.38% |
$30.9K - $35.6K
|
60.7K
$4.02M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
820+ 7.49% |
$30.6K - $35.2K
|
11.8K
$780K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
818New |
$30.5K - $35.1K
|
818
$54.2K
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
799+ 0.35% |
$29.8K - $34.3K
|
226K
$15M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
774+ 7.8% |
$28.9K - $33.2K
|
10.7K
$709K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
740+ 4.31% |
$27.6K - $31.8K
|
17.9K
$1.19M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
716+ 2.68% |
$26.7K - $30.7K
|
27.4K
$1.82M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
709+ 8.94% |
$26.5K - $30.4K
|
8.64K
$573K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
700+ 114.38% |
$26.1K - $30K
|
1.31K
$87K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
698+ 9.16% |
$26K - $30K
|
8.31K
$551K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
614+ 11.96% |
$22.9K - $26.4K
|
5.75K
$381K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
606+ 96.96% |
$22.6K - $26K
|
1.23K
$81.6K
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
564+ 4.56% |
$21K - $24.2K
|
12.9K
$858K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
538+ 2.6% |
$20.1K - $23.1K
|
21.2K
$1.41M
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
532+ 0.27% |
$19.8K - $22.8K
|
198K
$13.1M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
527+ 3.01% |
$19.7K - $22.6K
|
18K
$1.2M
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
515+ 2.41% |
$19.2K - $22.1K
|
21.9K
$1.45M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
506+ 5.08% |
$18.9K - $21.7K
|
10.5K
$694K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
502+ 11.49% |
$18.7K - $21.5K
|
4.87K
$323K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500New |
$18.7K - $21.5K
|
500
$33.1K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500New |
$18.7K - $21.5K
|
500
$33.1K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500New |
$18.7K - $21.5K
|
500
$33.1K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
478+ 4.1% |
$17.8K - $20.5K
|
12.1K
$804K
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
461+ 5.1% |
$17.2K - $19.8K
|
9.49K
$629K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
459+ 2.13% |
$17.1K - $19.7K
|
22K
$1.46M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
445+ 1.03% |
$16.6K - $19.1K
|
43.8K
$2.91M
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
438+ 1.54% |
$16.3K - $18.8K
|
29K
$1.92M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
400+ 11.27% |
$14.9K - $17.2K
|
3.95K
$262K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
400New |
$14.9K - $17.2K
|
400
$26.5K
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
347+ 3.74% |
$12.9K - $14.9K
|
9.63K
$638K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
335+ 1.65% |
$12.5K - $14.4K
|
20.6K
$1.37M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
313+ 6.02% |
$11.7K - $13.4K
|
5.51K
$366K
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
302+ 3.46% |
$11.3K - $13K
|
9.03K
$599K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
300+ 69.93% |
$11.2K - $12.9K
|
729
$48.3K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
295+ 3.01% |
$11K - $12.7K
|
10.1K
$669K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
290+ 1.22% |
$10.8K - $12.4K
|
24.1K
$1.6M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
280+ 1.96% |
$10.4K - $12K
|
14.6K
$967K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
275+ 2.02% |
$10.3K - $11.8K
|
13.9K
$921K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
270New |
$10.1K - $11.6K
|
270
$17.9K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
255+ 2.26% |
$9.51K - $10.9K
|
11.5K
$764K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
254+ 1.83% |
$9.48K - $10.9K
|
14.1K
$938K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
250New |
$9.33K - $10.7K
|
250
$16.6K
|