Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.14KNew |
$385K - $441K
|
6.14K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.1K+ 180.65% |
$382K - $438K
|
9.47K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
6.03KNew |
$378K - $433K
|
6.03K
$449K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.97K+ 14.32% |
$374K - $429K
|
47.6K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.96KNew |
$374K - $429K
|
5.96K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.96K+ 9.4% |
$374K - $428K
|
69.3K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.77KNew |
$362K - $415K
|
5.77K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.69K+ 30.63% |
$357K - $410K
|
24.3K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.56K+ 79.26% |
$349K - $400K
|
12.6K
$935K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
5.55K+ 112.23% |
$348K - $399K
|
10.5K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 5.89% |
$337K - $387K
|
96.8K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.37K+ 13.32% |
$337K - $386K
|
45.7K
$3.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.34K+ 32.42% |
$335K - $384K
|
21.8K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.27K+ 109.63% |
$330K - $379K
|
10.1K
$750K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.04KNew |
$316K - $362K
|
5.04K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
4.92K+ 21.99% |
$309K - $354K
|
27.3K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4.92KNew |
$309K - $354K
|
4.92K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.91K+ 116.02% |
$308K - $353K
|
9.14K
$680K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.83K+ 28.93% |
$303K - $348K
|
21.5K
$1.6M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.63K+ 2.1% |
$290K - $333K
|
225K
$16.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.58KNew |
$287K - $329K
|
4.58K
$341K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.45K+ 5.67% |
$279K - $320K
|
83K
$6.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.44K+ 20.88% |
$278K - $319K
|
25.7K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.39K+ 3.97% |
$275K - $316K
|
115K
$8.55M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.37K+ 2.77% |
$274K - $314K
|
162K
$12.1M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.32K+ 4.1% |
$271K - $311K
|
110K
$8.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.09KNew |
$257K - $294K
|
4.09K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.02K+ 15.91% |
$252K - $289K
|
29.3K
$2.18M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
3.99K+ 119.68% |
$250K - $287K
|
7.32K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.9KNew |
$245K - $281K
|
3.9K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.87K+ 24.26% |
$243K - $278K
|
19.8K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.87K+ 15.21% |
$243K - $278K
|
29.3K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.83KNew |
$240K - $276K
|
3.83K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$238K - $273K
|
3.8K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.72K+ 93.46% |
$233K - $267K
|
7.69K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.71KNew |
$233K - $267K
|
3.71K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.71KNew |
$232K - $267K
|
3.71K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.69KNew |
$232K - $266K
|
3.69K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.56K+ 27.71% |
$223K - $256K
|
16.4K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.46K+ 26.81% |
$217K - $249K
|
16.4K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.36KNew |
$211K - $242K
|
3.36K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
3.35K+ 131.01% |
$210K - $241K
|
5.91K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.34KNew |
$209K - $240K
|
3.34K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.32KNew |
$208K - $239K
|
3.32K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.32K+ 5.27% |
$208K - $238K
|
66.2K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.27KNew |
$205K - $235K
|
3.27K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.24KNew |
$203K - $233K
|
3.24K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.2KNew |
$200K - $230K
|
3.2K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 9.8% |
$200K - $229K
|
35.7K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.15K+ 242.26% |
$197K - $226K
|
4.45K
$331K
|