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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
99New |
$5.78K - $6.64K
|
99
$6.59K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
90+ 6.93% |
$5.26K - $6.03K
|
1.39K
$92.4K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
90New |
$5.26K - $6.03K
|
90
$5.99K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89+ 2.54% |
$5.2K - $5.97K
|
3.59K
$239K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
77+ 2.04% |
$4.5K - $5.16K
|
3.86K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73+ 1.27% |
$4.26K - $4.89K
|
5.83K
$388K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
67+ 1.06% |
$3.91K - $4.49K
|
6.4K
$426K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
63New |
$3.68K - $4.22K
|
63
$4.19K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
60+ 4.84% |
$3.5K - $4.02K
|
1.3K
$86.4K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60New |
$3.5K - $4.02K
|
60
$3.99K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
59+ 0.09% |
$3.45K - $3.96K
|
64.8K
$4.31M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57+ 7.19% |
$3.33K - $3.82K
|
850
$56.6K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
50+ 1.28% |
$2.92K - $3.35K
|
3.96K
$263K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
43+ 0.63% |
$2.51K - $2.88K
|
6.82K
$454K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
34+ 0.1% |
$1.99K - $2.28K
|
33.5K
$2.23M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34+ 1.33% |
$1.99K - $2.28K
|
2.58K
$172K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
31+ 0.13% |
$1.81K - $2.08K
|
24K
$1.6M
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
30+ 1.73% |
$1.75K - $2.01K
|
1.77K
$118K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
30New |
$1.75K - $2.01K
|
30
$2K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 0.18% |
$1.52K - $1.74K
|
14.3K
$952K
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
26+ 0.22% |
$1.52K - $1.74K
|
11.7K
$776K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
21New |
$1.23K - $1.41K
|
21
$1.4K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
21+ 0.2% |
$1.23K - $1.41K
|
10.5K
$700K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
20New |
$1.17K - $1.34K
|
20
$1.33K
|
|
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
$1.05M
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
14New |
$817 - $939
|
14
$932
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.05% |
$701 - $804
|
23.7K
$1.58M
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
9New |
$526 - $603
|
9
$599
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 0.09% |
$467 - $536
|
9.12K
$607K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$350 - $402
|
7.55K
$502K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
5+ 0.12% |
$292 - $335
|
4.3K
$286K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.09% |
$234 - $268
|
4.41K
$293K
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4+ 0.08% |
$234 - $268
|
4.91K
$327K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 1.04% |
$175 - $201
|
291
$19.4K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
3+ 0.08% |
$175 - $201
|
3.63K
$241K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3+ 0.05% |
$175 - $201
|
6.11K
$406K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.17% |
$175 - $201
|
1.79K
$119K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.01% |
$175 - $201
|
43.8K
$2.91M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.04% |
$117 - $134
|
5.57K
$370K
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.16% |
$117 - $134
|
1.26K
$84.1K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2+ 0.03% |
$117 - $134
|
6.74K
$449K
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1+ 0.01% |
$58.4 - $67
|
7.94K
$528K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$58.4 - $67
|
4.82K
$320K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.8% |
$58.4 - $67
|
126
$8.38K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.62% |
$58.4 - $67
|
163
$10.8K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.02% |
$58.4 - $67
|
4.45K
$296K
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.0% |
$58.4 - $67
|
39.6K
$2.63M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.35% |
$701 - $804
|
3.42K
$227K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-13- 0.09% |
$759 - $872
|
14K
$931K
|