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 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.5K+ 8.26% |
$282K - $325K
|
72.1K
$4.78M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5.4KNew |
$277K - $319K
|
5.4K
$358K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.37K+ 18.83% |
$276K - $318K
|
33.9K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.3K+ 58.24% |
$272K - $314K
|
14.4K
$955K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.25K+ 19.09% |
$270K - $311K
|
32.8K
$2.17M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.24K+ 22.12% |
$269K - $310K
|
28.9K
$1.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.22K+ 1.98% |
$268K - $309K
|
270K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.2KNew |
$267K - $308K
|
5.2K
$345K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.19K+ 20.26% |
$267K - $307K
|
30.8K
$2.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.18K+ 21.97% |
$266K - $306K
|
28.7K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.14K+ 20.33% |
$264K - $304K
|
30.4K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.08KNew |
$261K - $301K
|
5.08K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.95K+ 10.31% |
$254K - $293K
|
53K
$3.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.85K+ 9.18% |
$249K - $287K
|
57.7K
$3.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.84KNew |
$249K - $286K
|
4.84K
$321K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.81KNew |
$247K - $284K
|
4.81K
$319K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.75KNew |
$244K - $281K
|
4.75K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.69K+ 177.95% |
$241K - $277K
|
7.32K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.61K+ 4.33% |
$237K - $273K
|
111K
$7.35M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.59K+ 18.15% |
$236K - $272K
|
29.9K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.56K+ 22.55% |
$234K - $270K
|
24.8K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.55K+ 82.64% |
$234K - $269K
|
10.1K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.55KNew |
$234K - $269K
|
4.55K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.54K+ 205.1% |
$233K - $269K
|
6.76K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.53K+ 28.83% |
$233K - $268K
|
20.3K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.38KNew |
$225K - $259K
|
4.38K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
4.37KNew |
$225K - $259K
|
4.37K
$290K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.34K+ 3.59% |
$223K - $257K
|
125K
$8.31M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.32K+ 2.92% |
$222K - $256K
|
152K
$10.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.29KNew |
$221K - $254K
|
4.29K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.25KNew |
$219K - $252K
|
4.25K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.2KNew |
$216K - $249K
|
4.2K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.18K+ 13.61% |
$215K - $247K
|
34.9K
$2.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.18KNew |
$215K - $247K
|
4.18K
$277K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
4.12KNew |
$212K - $244K
|
4.12K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4KNew |
$206K - $237K
|
4K
$265K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.97K+ 11.4% |
$204K - $235K
|
38.8K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.87K+ 27.41% |
$199K - $229K
|
18K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.81K+ 51.48% |
$196K - $226K
|
11.2K
$744K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.74KNew |
$192K - $221K
|
3.74K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.71KNew |
$191K - $220K
|
3.71K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.71K+ 4.17% |
$191K - $219K
|
92.6K
$6.14M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.68KNew |
$189K - $217K
|
3.68K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.65K+ 12.53% |
$188K - $216K
|
32.8K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.64K+ 22.09% |
$187K - $215K
|
20.1K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.64KNew |
$187K - $215K
|
3.64K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.61KNew |
$186K - $214K
|
3.61K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
3.61KNew |
$186K - $214K
|
3.61K
$239K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.59KNew |
$184K - $212K
|
3.59K
$238K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.58KNew |
$184K - $212K
|
3.58K
$237K
|