Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.8KNew |
$200K - $214K
|
3.8K
$252K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.76KNew |
$198K - $212K
|
3.76K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.73KNew |
$196K - $210K
|
3.73K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.71KNew |
$195K - $209K
|
3.71K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.69KNew |
$194K - $208K
|
3.69K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.64K+ 5.15% |
$191K - $205K
|
74.4K
$4.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.64KNew |
$191K - $205K
|
3.64K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
3.6KNew |
$189K - $203K
|
3.6K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.59KNew |
$188K - $202K
|
3.59K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.56KNew |
$187K - $201K
|
3.56K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.55K+ 37.33% |
$187K - $201K
|
13.1K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.49K+ 69.83% |
$183K - $197K
|
8.48K
$562K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.3K+ 1.22% |
$173K - $186K
|
273K
$18.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.27K+ 26.06% |
$172K - $184K
|
15.8K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
3.17K+ 10.97% |
$166K - $179K
|
32.1K
$2.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
3.17K+ 8.85% |
$166K - $179K
|
39K
$2.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.16K+ 3.41% |
$166K - $178K
|
95.7K
$6.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.15K+ 8.62% |
$165K - $178K
|
39.7K
$2.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.08K+ 33.89% |
$162K - $174K
|
12.2K
$806K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.05K+ 3.55% |
$160K - $172K
|
89.1K
$5.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.03K+ 9.04% |
$159K - $171K
|
36.5K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.93K+ 976.67% |
$154K - $165K
|
3.23K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.8K+ 14.93% |
$147K - $158K
|
21.5K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.78KNew |
$146K - $157K
|
2.78K
$184K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.71K+ 9.43% |
$142K - $153K
|
31.5K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
2.69K+ 4.87% |
$141K - $152K
|
57.9K
$3.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.68K+ 8.82% |
$141K - $151K
|
33.1K
$2.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.68K+ 117.19% |
$141K - $151K
|
4.97K
$329K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.67K+ 7.86% |
$140K - $150K
|
36.6K
$2.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.55KNew |
$134K - $144K
|
2.55K
$169K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.47K+ 11.45% |
$130K - $139K
|
24K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.41K+ 3.35% |
$127K - $136K
|
74.5K
$4.94M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.34K+ 3.51% |
$123K - $132K
|
68.9K
$4.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.32K+ 40.3% |
$122K - $131K
|
8.07K
$535K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.26K+ 3.92% |
$119K - $128K
|
60K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.15K+ 2.79% |
$113K - $122K
|
79.5K
$5.27M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 3.09% |
$111K - $120K
|
70.8K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.98K+ 2.27% |
$104K - $112K
|
89.5K
$5.93M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 2.57% |
$102K - $109K
|
77.1K
$5.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.81K+ 4.66% |
$94.9K - $102K
|
40.6K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.75K+ 9.74% |
$92K - $98.9K
|
19.8K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.75K+ 1.6% |
$92K - $98.8K
|
111K
$7.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.74K+ 1.1% |
$91.4K - $98.2K
|
160K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.74K+ 4.98% |
$91.2K - $98K
|
36.6K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.73KNew |
$90.7K - $97.5K
|
1.73K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 28.4% |
$90.1K - $96.9K
|
7.76K
$515K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.69K+ 16.79% |
$88.6K - $95.2K
|
11.7K
$779K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.69K+ 23.83% |
$88.6K - $95.2K
|
8.77K
$581K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.67K+ 1.33% |
$87.8K - $94.4K
|
127K
$8.44M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.57KNew |
$82.5K - $88.7K
|
1.57K
$104K
|