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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
283+ 6.9% |
$12.4K - $15.4K
|
4.38K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
268New |
$11.7K - $14.6K
|
268
$17.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
253+ 1.78% |
$11.1K - $13.8K
|
14.4K
$958K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
241New |
$10.5K - $13.1K
|
241
$16K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
230+ 9.56% |
$10.1K - $12.5K
|
2.64K
$175K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
221+ 0.16% |
$9.66K - $12K
|
135K
$8.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
218+ 3.53% |
$9.53K - $11.9K
|
6.39K
$424K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
217+ 2.12% |
$9.49K - $11.8K
|
10.5K
$693K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
201New |
$8.79K - $10.9K
|
201
$13.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
200New |
$8.74K - $10.9K
|
200
$13.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$8.74K - $10.9K
|
200
$13.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
200+ 2.57% |
$8.74K - $10.9K
|
7.98K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
185New |
$8.09K - $10.1K
|
185
$12.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
176+ 0.44% |
$7.69K - $9.57K
|
40.6K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
146+ 0.1% |
$6.38K - $7.94K
|
146K
$9.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
130+ 433.33% |
$5.68K - $7.07K
|
160
$10.6K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
126+ 1.84% |
$5.51K - $6.85K
|
6.96K
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
114+ 0.2% |
$4.98K - $6.2K
|
56.1K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
111New |
$4.85K - $6.04K
|
111
$7.36K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
107+ 14.27% |
$4.68K - $5.82K
|
857
$56.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
102+ 2.11% |
$4.46K - $5.55K
|
4.95K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
100+ 0.7% |
$4.37K - $5.44K
|
14.4K
$955K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
97+ 0.45% |
$4.24K - $5.27K
|
21.6K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
95+ 1.09% |
$4.15K - $5.17K
|
8.8K
$583K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
77+ 6.55% |
$3.37K - $4.19K
|
1.25K
$83.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
74+ 1.71% |
$3.24K - $4.02K
|
4.4K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
73+ 0.33% |
$3.19K - $3.97K
|
22.1K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
69+ 0.08% |
$3.02K - $3.75K
|
88.9K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
64+ 0.28% |
$2.8K - $3.48K
|
23.2K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60New |
$2.62K - $3.26K
|
60
$3.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50New |
$2.19K - $2.72K
|
50
$3.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
50+ 1.0% |
$2.19K - $2.72K
|
5.04K
$334K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
49+ 0.35% |
$2.14K - $2.66K
|
14.1K
$932K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
41New |
$1.79K - $2.23K
|
41
$2.72K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
38New |
$1.66K - $2.07K
|
38
$2.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
34New |
$1.49K - $1.85K
|
34
$2.25K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1.49K - $1.85K
|
34
$2.25K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26+ 0.44% |
$1.14K - $1.41K
|
5.96K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.27% |
$1.01K - $1.25K
|
8.47K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22+ 0.38% |
$962 - $1.2K
|
5.85K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21+ 0.44% |
$918 - $1.14K
|
4.81K
$319K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19New |
$831 - $1.03K
|
19
$1.26K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
16+ 0.15% |
$700 - $870
|
10.5K
$694K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 11.93% |
$568 - $707
|
122
$8.09K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12+ 0.1% |
$525 - $653
|
12.3K
$816K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.27% |
$525 - $653
|
4.41K
$292K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$262 - $326
|
2.11K
$140K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.28% |
$219 - $272
|
1.78K
$118K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$219 - $272
|
5
$331
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.32% |
$175 - $218
|
1.26K
$83.5K
|