Purchases and Sales Made in Q4 2024 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 2024. 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 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.74K+ 16.0% |
$102K - $117K
|
12.6K
$847K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.67K+ 7.99% |
$97.3K - $112K
|
22.5K
$1.51M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.56K+ 2.81% |
$91.1K - $105K
|
57.1K
$3.83M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.5K+ 142.14% |
$87.6K - $101K
|
2.56K
$172K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.46K+ 4.17% |
$85.4K - $98K
|
36.5K
$2.45M
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.42K+ 3.0% |
$83K - $95.3K
|
48.8K
$3.28M
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.41KNew |
$82.6K - $94.8K
|
1.41K
$94.9K
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.34K+ 2.99% |
$78.4K - $90K
|
46.2K
$3.1M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1.31K+ 2479.25% |
$76.7K - $88.1K
|
1.37K
$91.7K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 10.69% |
$75.1K - $86.3K
|
13.3K
$895K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 1.11% |
$74.2K - $85.1K
|
116K
$7.79M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.17K+ 9.04% |
$68.4K - $78.6K
|
14.1K
$949K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.14K+ 17.16% |
$66.7K - $76.6K
|
7.8K
$523K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12K+ 7.18% |
$65.6K - $75.4K
|
16.8K
$1.13M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.09K+ 29.4% |
$63.8K - $73.2K
|
4.81K
$322K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.07KNew |
$62.4K - $71.6K
|
1.07K
$71.7K
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
949+ 11.76% |
$55.4K - $63.6K
|
9.02K
$605K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
710+ 7.56% |
$41.5K - $47.6K
|
10.1K
$678K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
706+ 18.53% |
$41.2K - $47.3K
|
4.52K
$303K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
705+ 8.78% |
$41.2K - $47.3K
|
8.73K
$586K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
671New |
$39.2K - $45K
|
671
$45K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
630+ 48.02% |
$36.8K - $42.2K
|
1.94K
$130K
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
604+ 4.07% |
$35.3K - $40.5K
|
15.5K
$1.04M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
585+ 0.95% |
$34.2K - $39.2K
|
62.4K
$4.19M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
483+ 4.31% |
$28.2K - $32.4K
|
11.7K
$785K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
434New |
$25.3K - $29.1K
|
434
$29.1K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
409+ 6.33% |
$23.9K - $27.4K
|
6.87K
$461K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
397+ 3.92% |
$23.2K - $26.6K
|
10.5K
$707K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
380+ 2.45% |
$22.2K - $25.5K
|
15.9K
$1.07M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
357+ 0.95% |
$20.8K - $23.9K
|
37.9K
$2.54M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
308+ 133.33% |
$18K - $20.6K
|
539
$36.2K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
257+ 1.11% |
$15K - $17.2K
|
23.3K
$1.57M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
250+ 0.45% |
$14.6K - $16.8K
|
56.3K
$3.78M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
238New |
$13.9K - $16K
|
238
$16K
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
237+ 3.89% |
$13.8K - $15.9K
|
6.33K
$425K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
193+ 1.25% |
$11.3K - $12.9K
|
15.6K
$1.05M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
152+ 1.24% |
$8.88K - $10.2K
|
12.4K
$831K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
140New |
$8.17K - $9.39K
|
140
$9.39K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
140+ 3.69% |
$8.17K - $9.39K
|
3.94K
$264K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
132+ 0.6% |
$7.71K - $8.85K
|
22.2K
$1.49M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67+ 1.06% |
$3.91K - $4.49K
|
6.4K
$429K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60+ 4.84% |
$3.5K - $4.02K
|
1.3K
$87.2K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60New |
$3.5K - $4.02K
|
60
$4.03K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
50+ 1.28% |
$2.92K - $3.35K
|
3.96K
$266K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
43+ 0.63% |
$2.51K - $2.88K
|
6.82K
$457K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
34+ 0.1% |
$1.99K - $2.28K
|
33.5K
$2.25M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 1.33% |
$1.99K - $2.28K
|
2.58K
$173K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
31+ 0.13% |
$1.81K - $2.08K
|
24K
$1.61M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.11% |
$1.05K - $1.21K
|
15.8K
$1.06M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
14New |
$817 - $939
|
14
$939
|