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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
250+ 4.01% |
$12.8K - $14.8K
|
6.49K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
243New |
$12.5K - $14.4K
|
243
$16.1K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
218+ 5.22% |
$11.2K - $12.9K
|
4.4K
$291K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
215+ 5.53% |
$11K - $12.7K
|
4.11K
$272K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
214New |
$11K - $12.7K
|
214
$14.2K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
211+ 2.77% |
$10.8K - $12.5K
|
7.82K
$518K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200+ 58.82% |
$10.3K - $11.8K
|
540
$35.8K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
200+ 3.13% |
$10.3K - $11.8K
|
6.59K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
194New |
$9.97K - $11.5K
|
194
$12.9K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
191New |
$9.81K - $11.3K
|
191
$12.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
176+ 4.35% |
$9.04K - $10.4K
|
4.22K
$280K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
165New |
$8.48K - $9.76K
|
165
$10.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
153+ 3.29% |
$7.86K - $9.05K
|
4.81K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
148+ 19.6% |
$7.6K - $8.76K
|
903
$59.9K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
136+ 0.94% |
$6.99K - $8.05K
|
14.6K
$967K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
128+ 3.22% |
$6.58K - $7.57K
|
4.11K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
126+ 3.2% |
$6.47K - $7.46K
|
4.06K
$269K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
124New |
$6.37K - $7.34K
|
124
$8.22K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
110+ 2.52% |
$5.65K - $6.51K
|
4.48K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
107+ 2.43% |
$5.5K - $6.33K
|
4.51K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
102+ 1.8% |
$5.24K - $6.04K
|
5.76K
$382K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
101+ 1.19% |
$5.19K - $5.98K
|
8.57K
$568K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
101+ 1.19% |
$5.19K - $5.98K
|
8.57K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
100+ 1.7% |
$5.14K - $5.92K
|
6K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
95+ 100.0% |
$4.88K - $5.62K
|
190
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
95New |
$4.88K - $5.62K
|
95
$6.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
92New |
$4.73K - $5.44K
|
92
$6.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
92+ 0.27% |
$4.73K - $5.44K
|
34.6K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
90New |
$4.62K - $5.33K
|
90
$5.97K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
81New |
$4.16K - $4.79K
|
81
$5.37K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
78+ 0.31% |
$4.01K - $4.62K
|
25.6K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
67+ 478.57% |
$3.44K - $3.96K
|
81
$5.37K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 157.5% |
$3.24K - $3.73K
|
103
$6.83K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
60+ 1.36% |
$3.08K - $3.55K
|
4.47K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
60+ 1.19% |
$3.08K - $3.55K
|
5.1K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
44+ 51.76% |
$2.26K - $2.6K
|
129
$8.55K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
41+ 0.75% |
$2.11K - $2.43K
|
5.54K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36New |
$1.85K - $2.13K
|
36
$2.39K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$1.85K - $2.13K
|
36
$2.39K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30New |
$1.54K - $1.78K
|
30
$1.99K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
30+ 0.36% |
$1.54K - $1.78K
|
8.33K
$552K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
24+ 0.15% |
$1.23K - $1.42K
|
16K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.42% |
$1.13K - $1.3K
|
5.3K
$351K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13+ 0.27% |
$668 - $769
|
4.8K
$318K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.24% |
$617 - $710
|
5.07K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12+ 0.08% |
$617 - $710
|
14.8K
$984K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.81% |
$514 - $592
|
1.24K
$82.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9+ 0.21% |
$462 - $533
|
4.32K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.06% |
$411 - $473
|
14.4K
$956K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5New |
$257 - $296
|
5
$331
|