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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
241+ 1.71% |
$8.99K - $10.3K
|
14.3K
$948K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
237+ 2.16% |
$8.84K - $10.2K
|
11.2K
$743K
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
226+ 0.6% |
$8.43K - $9.7K
|
37.6K
$2.5M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
209+ 4.63% |
$7.8K - $8.97K
|
4.72K
$313K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200New |
$7.46K - $8.58K
|
200
$13.3K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$7.46K - $8.58K
|
200
$13.3K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
170+ 10.13% |
$6.34K - $7.3K
|
1.85K
$123K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150+ 2.32% |
$5.6K - $6.44K
|
6.61K
$438K
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
127+ 1.86% |
$4.74K - $5.45K
|
6.95K
$460K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
111+ 0.79% |
$4.14K - $4.76K
|
14.1K
$933K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
109New |
$4.07K - $4.68K
|
109
$7.23K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
71+ 0.67% |
$2.65K - $3.05K
|
10.7K
$709K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
66New |
$2.46K - $2.83K
|
66
$4.38K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
66New |
$2.46K - $2.83K
|
66
$4.38K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
63New |
$2.35K - $2.7K
|
63
$4.18K
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
56+ 2.07% |
$2.09K - $2.4K
|
2.76K
$183K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55New |
$2.05K - $2.36K
|
55
$3.65K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
40New |
$1.49K - $1.72K
|
40
$2.65K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37+ 24.83% |
$1.38K - $1.59K
|
186
$12.3K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
30+ 0.65% |
$1.12K - $1.29K
|
4.63K
$307K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.24% |
$746 - $858
|
8.44K
$559K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.09% |
$224 - $258
|
6.94K
$460K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
3+ 15.0% |
$112 - $129
|
23
$1.52K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2New |
$74.6 - $85.8
|
2
$133
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$74.6 - $85.8
|
2
$133
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.18% |
$37.3 - $42.9
|
556
$36.9K
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-13- 0.12% |
$485 - $558
|
11.2K
$743K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 8.71% |
$933 - $1.07K
|
262
$17.4K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47- 0.25% |
$1.75K - $2.02K
|
18.7K
$1.24M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-50- 0.01% |
$1.87K - $2.15K
|
501K
$33.2M
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-70- 0.72% |
$2.61K - $3K
|
9.66K
$640K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-74- 0.88% |
$2.76K - $3.18K
|
8.29K
$550K
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-76- 0.14% |
$2.84K - $3.26K
|
54K
$3.58M
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-85- 0.25% |
$3.17K - $3.65K
|
33.8K
$2.24M
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-100- 1.71% |
$3.73K - $4.29K
|
5.76K
$382K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-104- 49.52% |
$3.88K - $4.46K
|
106
$7.03K
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-105- 0.63% |
$3.92K - $4.51K
|
16.6K
$1.1M
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-110- 0.14% |
$4.1K - $4.72K
|
79.9K
$5.3M
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-121- 0.76% |
$4.51K - $5.19K
|
15.8K
$1.05M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-127- 0.68% |
$4.74K - $5.45K
|
18.6K
$1.23M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-136- 0.48% |
$5.07K - $5.84K
|
28.3K
$1.88M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-156Closed |
$5.82K - $6.7K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-157- 1.65% |
$5.86K - $6.74K
|
9.36K
$621K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-167- 2.51% |
$6.23K - $7.17K
|
6.48K
$430K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-170- 3.35% |
$6.34K - $7.3K
|
4.9K
$325K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-185- 2.43% |
$6.9K - $7.94K
|
7.44K
$493K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-186- 0.81% |
$6.94K - $7.98K
|
22.8K
$1.51M
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-205- 9.71% |
$7.65K - $8.8K
|
1.91K
$126K
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-207- 1.25% |
$7.72K - $8.88K
|
16.4K
$1.09M
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-207- 1.25% |
$7.72K - $8.88K
|
16.4K
$1.09M
|