Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.4K- 5.07% |
$53.8K - $64.4K
|
26.2K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.42K- 70.49% |
$54.5K - $65.3K
|
594
$38.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 9.1% |
$55.9K - $66.9K
|
14.5K
$936K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.48K- 3.1% |
$56.8K - $67.9K
|
46.1K
$2.97M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.5K- 14.16% |
$57.8K - $69.1K
|
9.11K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.51K- 4.02% |
$58.2K - $69.6K
|
36.1K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.53K- 4.23% |
$59K - $70.5K
|
34.8K
$2.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 6.59% |
$61K - $73K
|
22.5K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.67K- 4.32% |
$64.3K - $76.9K
|
37K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.78K- 2.58% |
$68.2K - $81.6K
|
67K
$4.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.78K- 21.37% |
$68.3K - $81.7K
|
6.53K
$420K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.78K- 5.8% |
$68.5K - $82K
|
29K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.87K- 10.07% |
$71.8K - $86K
|
16.7K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 2.87% |
$73.9K - $88.4K
|
65K
$4.18M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.16K- 9.36% |
$83.1K - $99.4K
|
20.9K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.26K- 0.27% |
$86.7K - $104K
|
829K
$53.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.28K- 27.31% |
$87.6K - $105K
|
6.06K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.38K- 28.64% |
$91.5K - $109K
|
5.93K
$382K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.43K- 98.38% |
$93.4K - $112K
|
40
$2.57K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.55K- 8.75% |
$98K - $117K
|
26.6K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.55K- 8.75% |
$98K - $117K
|
26.6K
$1.71M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.65K- 6.65% |
$102K - $122K
|
37.1K
$2.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.88K- 1.99% |
$111K - $132K
|
142K
$9.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3K- 6.25% |
$115K - $138K
|
45K
$2.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.02K- 12.85% |
$116K - $139K
|
20.5K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-3.08K- 31.99% |
$118K - $142K
|
6.55K
$421K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.6K- 3.4% |
$138K - $166K
|
102K
$6.59M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.83K- 9.03% |
$147K - $176K
|
38.6K
$2.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.04K- 1.51% |
$155K - $186K
|
263K
$16.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.52K- 10.54% |
$174K - $208K
|
38.3K
$2.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.56K- 42.35% |
$175K - $210K
|
6.21K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.67K- 13.14% |
$179K - $215K
|
30.9K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.96K- 2.07% |
$191K - $228K
|
235K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.47K- 4.41% |
$210K - $252K
|
119K
$7.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.49K- 15.23% |
$211K - $252K
|
30.5K
$1.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-5.5K- 2.03% |
$211K - $253K
|
265K
$17M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.57K- 16.33% |
$214K - $256K
|
28.5K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.58K- 10.71% |
$214K - $257K
|
46.5K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.85K- 0.76% |
$225K - $269K
|
767K
$49.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6K- 27.91% |
$231K - $276K
|
15.5K
$997K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.24K- 43.27% |
$240K - $287K
|
8.18K
$526K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-6.28K- 7.9% |
$241K - $289K
|
73.1K
$4.71M
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-6.35K- 6.68% |
$244K - $292K
|
88.7K
$5.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6.78K- 2.56% |
$260K - $312K
|
258K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.78K- 30.82% |
$261K - $312K
|
15.2K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.26K- 71.91% |
$279K - $334K
|
2.84K
$183K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.46K- 44.18% |
$287K - $343K
|
9.42K
$606K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-7.51K- 14.04% |
$289K - $345K
|
46K
$2.96M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.54K- 4.19% |
$290K - $347K
|
172K
$11.1M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-8.26K- 6.35% |
$317K - $380K
|
122K
$7.83M
|