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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
93+ 0.33% |
$3.43K - $3.91K
|
28.5K
$1.89M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
86+ 69.35% |
$3.17K - $3.61K
|
210
$13.9K
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
67+ 0.41% |
$2.47K - $2.82K
|
16.2K
$1.08M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
57New |
$2.1K - $2.4K
|
57
$3.78K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
56+ 0.83% |
$2.07K - $2.35K
|
6.78K
$450K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50New |
$1.84K - $2.1K
|
50
$3.31K
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
45+ 0.15% |
$1.66K - $1.89K
|
29.8K
$1.97M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$1.48K - $1.68K
|
40
$2.65K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
37+ 0.39% |
$1.36K - $1.55K
|
9.52K
$631K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35+ 0.15% |
$1.29K - $1.47K
|
23.7K
$1.57M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
27New |
$996 - $1.13K
|
27
$1.79K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
17+ 0.2% |
$627 - $714
|
8.31K
$551K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
14New |
$516 - $588
|
14
$928
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11+ 0.19% |
$406 - $462
|
5.75K
$381K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 1.16% |
$111 - $126
|
262
$17.4K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1- 0.02% |
$36.9 - $42
|
4.85K
$321K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8- 0.06% |
$295 - $336
|
14.1K
$932K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-11- 0.52% |
$406 - $462
|
2.11K
$140K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12- 1.9% |
$443 - $504
|
619
$41K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13- 0.11% |
$479 - $546
|
11.7K
$778K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-42- 0.78% |
$1.55K - $1.76K
|
5.38K
$356K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-59- 63.44% |
$2.18K - $2.48K
|
34
$2.25K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-70- 3.79% |
$2.58K - $2.94K
|
1.78K
$118K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-71- 0.88% |
$2.62K - $2.98K
|
8.02K
$532K
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-90- 0.22% |
$3.32K - $3.78K
|
41.4K
$2.75M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-96- 1.4% |
$3.54K - $4.03K
|
6.76K
$448K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 2.13% |
$3.69K - $4.2K
|
4.6K
$305K
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-100- 0.31% |
$3.69K - $4.2K
|
32.3K
$2.14M
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 14.04% |
$3.69K - $4.2K
|
612
$40.6K
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-100- 41.67% |
$3.69K - $4.2K
|
140
$9.28K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-112- 3.76% |
$4.13K - $4.71K
|
2.87K
$190K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-115- 2.44% |
$4.24K - $4.83K
|
4.6K
$305K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-145- 0.61% |
$5.35K - $6.09K
|
23.8K
$1.58M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-169- 42.25% |
$6.23K - $7.1K
|
231
$15.3K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-173- 0.96% |
$6.38K - $7.27K
|
17.9K
$1.18M
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-182- 1.08% |
$6.71K - $7.65K
|
16.6K
$1.1M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-236- 2.39% |
$8.7K - $9.92K
|
9.63K
$638K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-260- 13.41% |
$9.59K - $10.9K
|
1.68K
$111K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-275- 1.14% |
$10.1K - $11.6K
|
23.9K
$1.58M
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-279- 3.0% |
$10.3K - $11.7K
|
9.03K
$599K
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-290- 2.29% |
$10.7K - $12.2K
|
12.4K
$821K
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-296- 1.83% |
$10.9K - $12.4K
|
15.9K
$1.05M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 66.67% |
$11.1K - $12.6K
|
150
$9.94K
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-326- 4.03% |
$12K - $13.7K
|
7.77K
$515K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-331- 1.92% |
$12.2K - $13.9K
|
16.9K
$1.12M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-353- 4.05% |
$13K - $14.8K
|
8.37K
$555K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-364- 9.54% |
$13.4K - $15.3K
|
3.45K
$229K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400- 2.81% |
$14.8K - $16.8K
|
13.9K
$919K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-405- 1.73% |
$14.9K - $17K
|
23K
$1.53M
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-440- 3.77% |
$16.2K - $18.5K
|
11.2K
$744K
|