Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
260+ 4.56% |
$11.4K - $12.4K
|
5.96K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
259New |
$11.4K - $12.3K
|
259
$17.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
250+ 2.55% |
$11K - $11.9K
|
10.1K
$666K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
236+ 0.76% |
$10.4K - $11.2K
|
31.1K
$2.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
225+ 1.63% |
$9.88K - $10.7K
|
14K
$928K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
221+ 2.54% |
$9.7K - $10.5K
|
8.91K
$591K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
221+ 2.06% |
$9.7K - $10.5K
|
10.9K
$726K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
210New |
$9.22K - $9.99K
|
210
$13.9K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
190+ 42.22% |
$8.34K - $9.03K
|
640
$42.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
185+ 67.27% |
$8.12K - $8.8K
|
460
$30.5K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
176+ 0.81% |
$7.73K - $8.37K
|
21.9K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
167+ 3.63% |
$7.33K - $7.94K
|
4.77K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
156New |
$6.85K - $7.42K
|
156
$10.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
141+ 0.16% |
$6.19K - $6.7K
|
88.8K
$5.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
129+ 1.09% |
$5.66K - $6.13K
|
11.9K
$790K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
115+ 2.27% |
$5.05K - $5.47K
|
5.17K
$343K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
110+ 0.51% |
$4.83K - $5.23K
|
21.5K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
105+ 4.74% |
$4.61K - $4.99K
|
2.32K
$154K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 100.0% |
$4.39K - $4.76K
|
200
$13.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
100+ 0.32% |
$4.39K - $4.76K
|
31.1K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
100+ 1.3% |
$4.39K - $4.76K
|
7.78K
$516K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
96+ 2.4% |
$4.22K - $4.56K
|
4.1K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
95New |
$4.17K - $4.52K
|
95
$6.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
95New |
$4.17K - $4.52K
|
95
$6.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
69+ 2.37% |
$3.03K - $3.28K
|
2.98K
$198K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67New |
$2.94K - $3.19K
|
67
$4.44K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
55+ 1.15% |
$2.42K - $2.62K
|
4.84K
$321K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50+ 4.44% |
$2.2K - $2.38K
|
1.18K
$78K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 1.0% |
$1.67K - $1.81K
|
3.86K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
35+ 0.71% |
$1.54K - $1.66K
|
4.99K
$330K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.61% |
$1.32K - $1.43K
|
4.95K
$328K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
26+ 7.1% |
$1.14K - $1.24K
|
392
$26K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 17.33% |
$1.14K - $1.24K
|
176
$11.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
25+ 0.28% |
$1.1K - $1.19K
|
9.11K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 0.1% |
$966 - $1.05K
|
22K
$1.46M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 0.1% |
$966 - $1.05K
|
22K
$1.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22New |
$966 - $1.05K
|
22
$1.46K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22+ 24.44% |
$966 - $1.05K
|
112
$7.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
20+ 0.4% |
$878 - $951
|
5.03K
$333K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
17+ 0.25% |
$746 - $808
|
6.83K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.12% |
$439 - $476
|
8.45K
$560K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8+ 0.31% |
$351 - $380
|
2.61K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6+ 0.03% |
$263 - $285
|
18.9K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.01% |
$132 - $143
|
22.1K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2+ 0.01% |
$87.8 - $95.1
|
14.3K
$948K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$87.8 - $95.1
|
25.5K
$1.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.12% |
$43.9 - $47.6
|
866
$57.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$43.9 - $47.6
|
1.78K
$118K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.02% |
$43.9 - $47.6
|
6.54K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$43.9 - $47.6
|
5.78K
$383K
|