Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.35KNew |
$59.2K - $73.6K
|
1.35K
$89.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.29KNew |
$56.2K - $69.9K
|
1.29K
$85.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.28K+ 2.74% |
$56K - $69.7K
|
48K
$3.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$54K - $67.1K
|
1.23K
$81.8K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.23K+ 522.13% |
$53.6K - $66.7K
|
1.46K
$96.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.19K+ 8.15% |
$51.8K - $64.4K
|
15.7K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 9.29% |
$51K - $63.4K
|
13.7K
$909K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.12K+ 2.24% |
$49K - $60.9K
|
51.1K
$3.39M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.02K+ 159.38% |
$44.6K - $55.5K
|
1.66K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1KNew |
$43.7K - $54.4K
|
1K
$66.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
998+ 1.52% |
$43.6K - $54.3K
|
66.8K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
940+ 7.11% |
$41.1K - $51.1K
|
14.2K
$939K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
938+ 8.33% |
$41K - $51K
|
12.2K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
920+ 11.99% |
$40.2K - $50K
|
8.59K
$569K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
889+ 2.86% |
$38.9K - $48.3K
|
32K
$2.12M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
850+ 0.69% |
$37.2K - $46.2K
|
124K
$8.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
849+ 1.81% |
$37.1K - $46.2K
|
47.7K
$3.16M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
836+ 1.2% |
$36.5K - $45.5K
|
70.3K
$4.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
832+ 3.78% |
$36.4K - $45.2K
|
22.8K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
823New |
$36K - $44.8K
|
823
$54.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
816+ 16.68% |
$35.7K - $44.4K
|
5.71K
$378K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
800+ 400.0% |
$35K - $43.5K
|
1K
$66.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
795+ 11.67% |
$34.8K - $43.2K
|
7.61K
$504K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
750New |
$32.8K - $40.8K
|
750
$49.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
698New |
$30.5K - $38K
|
698
$46.3K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
664+ 3.33% |
$29K - $36.1K
|
20.6K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
651+ 8.87% |
$28.5K - $35.4K
|
7.99K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
606+ 2.12% |
$26.5K - $33K
|
29.1K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
588+ 2.38% |
$25.7K - $32K
|
25.3K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
558+ 0.94% |
$24.4K - $30.3K
|
60.1K
$3.98M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
550+ 30.9% |
$24K - $29.9K
|
2.33K
$154K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
501+ 108.91% |
$21.9K - $27.2K
|
961
$63.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
496+ 9.52% |
$21.7K - $27K
|
5.7K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
484New |
$21.2K - $26.3K
|
484
$32.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
483+ 5.21% |
$21.1K - $26.3K
|
9.75K
$646K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
435+ 7.96% |
$19K - $23.7K
|
5.9K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
409New |
$17.9K - $22.2K
|
409
$27.1K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
396+ 4.45% |
$17.3K - $21.5K
|
9.3K
$617K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
390New |
$17.1K - $21.2K
|
390
$25.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
380New |
$16.6K - $20.7K
|
380
$25.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
377+ 3.62% |
$16.5K - $20.5K
|
10.8K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
370+ 5.97% |
$16.2K - $20.1K
|
6.57K
$436K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
365+ 6.36% |
$16K - $19.8K
|
6.1K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
364+ 5.78% |
$15.9K - $19.8K
|
6.66K
$442K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
350+ 19.71% |
$15.3K - $19K
|
2.13K
$141K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
330+ 0.29% |
$14.4K - $17.9K
|
116K
$7.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
320+ 23.37% |
$14K - $17.4K
|
1.69K
$112K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
319+ 2.04% |
$13.9K - $17.3K
|
15.9K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
300New |
$13.1K - $16.3K
|
300
$19.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
300+ 2.95% |
$13.1K - $16.3K
|
10.5K
$695K
|