Institutional Ownership First Tr Fd Ii Nasdaq Cybersec (CIBR)
This table provides information about the institutional ownership of First Tr Fd Ii Nasdaq Cybersec (CIBR). We have compiled data on the 584 institutions that hold shares in the stock, with a total of 56.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
16,386
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.96%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
16,294
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
16,277
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
16,158
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
15,761
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
15,736
shares
|
$1.02 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
15,717
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
15,645
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
15,519
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
15,507
shares
|
$1.01 Million
0.27% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
15,445
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,130
shares
|
$984,206
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
14,849
shares
|
$965,927
0.7% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
14,841
shares
|
$965,407
0.01% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
14,636
shares
|
$952,071
0.04% of portfolio
|
Q3 2024
Reduced 23.12%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
14,550
shares
|
$946,477
0.07% of portfolio
|
Q3 2024
Added 66.38%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
14,338
shares
|
$932,686
0.22% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
14,285
shares
|
$929,239
0.12% of portfolio
|
Q3 2024
Added 50.29%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,121
shares
|
$918,571
0.13% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
14,107
shares
|
$917,660
0.02% of portfolio
|
Q3 2024
Reduced 69.33%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,005
shares
|
$911,025
0.39% of portfolio
|
Q3 2024
Reduced 76.46%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
13,896
shares
|
$903,934
0.06% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
13,736
shares
|
$893,526
0.35% of portfolio
|
Q2 2022
Reduced 37.54%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
13,489
shares
|
$877,459
0.03% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
13,276
shares
|
$863,603
0.02% of portfolio
|
Q3 2024
Added 8.61%
|