Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
2.04MNew |
$105M - $121M
|
2.04M
$135M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 10.8% |
$55M - $63.3M
|
11M
$728M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.07M+ 10.8% |
$55M - $63.3M
|
11M
$728M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
575K+ 32.77% |
$29.5M - $34M
|
2.33M
$154M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
552K+ 8.05% |
$28.4M - $32.7M
|
7.41M
$491M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
437K+ 16.22% |
$22.5M - $25.9M
|
3.13M
$208M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
369K+ 1709.42% |
$19M - $21.9M
|
391K
$25.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
314KNew |
$16.1M - $18.6M
|
314K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
217K+ 62.5% |
$11.2M - $12.8M
|
565K
$37.4M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
187KNew |
$9.62M - $11.1M
|
187K
$12.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158K+ 22.52% |
$8.13M - $9.36M
|
861K
$57.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
158K+ 20.38% |
$8.11M - $9.34M
|
933K
$61.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
149K+ 15.57% |
$7.64M - $8.8M
|
1.1M
$73.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
143KNew |
$7.33M - $8.44M
|
143K
$9.46M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
108K+ 85.62% |
$5.54M - $6.38M
|
234K
$15.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
105K+ 6.57% |
$5.41M - $6.23M
|
1.71M
$113M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
104KNew |
$5.32M - $6.13M
|
104K
$6.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
103KNew |
$5.28M - $6.09M
|
103K
$6.82M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
90.7KNew |
$4.66M - $5.37M
|
90.7K
$6.01M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
75K+ 15.22% |
$3.86M - $4.44M
|
568K
$37.7M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
69.1K+ 13.05% |
$3.55M - $4.09M
|
598K
$39.7M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
67.9K+ 1729.48% |
$3.49M - $4.02M
|
71.9K
$4.76M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
65.7K+ 32.84% |
$3.38M - $3.89M
|
266K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.1K+ 41.05% |
$3.35M - $3.85M
|
224K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
63.5K+ 100.0% |
$3.26M - $3.75M
|
127K
$8.41M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
42.5K+ 150.5% |
$2.18M - $2.51M
|
70.7K
$4.69M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.5K+ 101.84% |
$2.13M - $2.46M
|
82.3K
$5.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.9K+ 9.95% |
$2.05M - $2.36M
|
441K
$29.2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37.6K+ 896.09% |
$1.93M - $2.23M
|
41.8K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.5K+ 56.61% |
$1.93M - $2.22M
|
104K
$6.88M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
36.5KNew |
$1.88M - $2.16M
|
36.5K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
35.9K+ 0.75% |
$1.85M - $2.13M
|
4.84M
$321M
|
|
|
May 14, 2024
Q1 2024
|
P.A.W. Capital Corp
|
BUY
|
- |
35KNew |
$1.8M - $2.07M
|
35K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
33.5KNew |
$1.72M - $1.98M
|
33.5K
$2.22M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30.5K+ 82.25% |
$1.57M - $1.81M
|
67.7K
$4.49M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.1K+ 31.25% |
$1.44M - $1.66M
|
118K
$7.83M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
28KNew |
$1.44M - $1.65M
|
28K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
26KNew |
$1.34M - $1.54M
|
26K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.8K+ 12.36% |
$1.33M - $1.53M
|
235K
$15.6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.8K+ 180.55% |
$1.33M - $1.53M
|
40.1K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
25.5K+ 91.82% |
$1.31M - $1.51M
|
53.3K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23.7K+ 49.75% |
$1.22M - $1.4M
|
71.4K
$4.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
22.3KNew |
$1.15M - $1.32M
|
22.3K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
21.9K+ 2731.88% |
$1.12M - $1.29M
|
22.7K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
21.3K+ 22.25% |
$1.1M - $1.26M
|
117K
$7.76M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.3K+ 35.51% |
$1.04M - $1.2M
|
77.3K
$5.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
19.1KNew |
$982K - $1.13M
|
19.1K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18K+ 379.95% |
$925K - $1.07M
|
22.7K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
17.9K+ 455.44% |
$921K - $1.06M
|
21.9K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
17.7KNew |
$912K - $1.05M
|
17.7K
$1.18M
|