Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6.1K+ 87.14% |
$225K - $256K
|
13.1K
$868K
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.81KNew |
$214K - $244K
|
5.81K
$385K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.77KNew |
$213K - $242K
|
5.77K
$382K
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.75KNew |
$212K - $242K
|
5.75K
$381K
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.67K+ 15.75% |
$209K - $238K
|
41.7K
$2.76M
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
5.51KNew |
$203K - $231K
|
5.51K
$365K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.46K+ 11.86% |
$201K - $229K
|
51.5K
$3.41M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.36K+ 4.03% |
$198K - $225K
|
138K
$9.17M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.22K+ 0.67% |
$192K - $219K
|
786K
$52.1M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.2KNew |
$192K - $219K
|
5.2K
$345K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.07KNew |
$187K - $213K
|
5.07K
$336K
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
5.05K+ 9.94% |
$186K - $212K
|
55.8K
$3.7M
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
5KNew |
$184K - $210K
|
5K
$331K
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
4.71K+ 5.28% |
$174K - $198K
|
93.7K
$6.21M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.53K+ 9.33% |
$167K - $190K
|
53.1K
$3.52M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.51KNew |
$166K - $190K
|
4.51K
$299K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.49K+ 5.94% |
$165K - $188K
|
79.9K
$5.3M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.37KNew |
$161K - $184K
|
4.37K
$290K
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.36K+ 25.64% |
$161K - $183K
|
21.4K
$1.42M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.3K+ 76.31% |
$158K - $180K
|
9.92K
$658K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.23KNew |
$156K - $178K
|
4.23K
$280K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.16K+ 10.6% |
$153K - $175K
|
43.4K
$2.88M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.08KNew |
$150K - $171K
|
4.08K
$270K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.83K+ 23.24% |
$141K - $161K
|
20.3K
$1.34M
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.81K+ 1.97% |
$141K - $160K
|
197K
$13.1M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.2K+ 800.0% |
$118K - $134K
|
3.6K
$239K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.03K+ 2.34% |
$112K - $127K
|
132K
$8.77M
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.7KNew |
$99.7K - $114K
|
2.7K
$179K
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
2.64K+ 2.71% |
$97.5K - $111K
|
100K
$6.63M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.55K+ 6.86% |
$94K - $107K
|
39.7K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.31K+ 42.98% |
$85.2K - $97.1K
|
7.69K
$510K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 42.68% |
$84.4K - $96.2K
|
7.65K
$507K
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.23K+ 7.45% |
$82.1K - $93.6K
|
32.1K
$2.13M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.22K+ 4.25% |
$81.7K - $93.1K
|
54.4K
$3.6M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.18K+ 10.24% |
$80.5K - $91.7K
|
23.5K
$1.56M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.1K+ 4.36% |
$77.4K - $88.2K
|
50.3K
$3.33M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.91K+ 3.25% |
$70.6K - $80.4K
|
60.8K
$4.03M
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.82K+ 4.07% |
$67.2K - $76.6K
|
46.6K
$3.09M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.78KNew |
$65.5K - $74.6K
|
1.78K
$118K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.74KNew |
$64.2K - $73.1K
|
1.74K
$115K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.55K+ 43.36% |
$57.3K - $65.3K
|
5.14K
$340K
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.49K+ 5.46% |
$55K - $62.7K
|
28.8K
$1.91M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49K+ 0.35% |
$54.9K - $62.5K
|
426K
$28.2M
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.49K+ 16.85% |
$54.8K - $62.4K
|
10.3K
$683K
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.46K+ 29.44% |
$53.7K - $61.2K
|
6.4K
$424K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.43KNew |
$52.7K - $60K
|
1.43K
$94.7K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 2.35% |
$51.8K - $59K
|
61.2K
$4.06M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.39KNew |
$51.1K - $58.2K
|
1.39K
$91.8K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.37K+ 0.69% |
$50.7K - $57.7K
|
199K
$13.2M
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.34K+ 14.52% |
$49.3K - $56.1K
|
10.5K
$698K
|