Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-207- 1.25% |
$7.72K - $8.88K
|
16.4K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-238- 2.03% |
$8.88K - $10.2K
|
11.5K
$797K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-242- 3.58% |
$9.03K - $10.4K
|
6.52K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-243- 1.97% |
$9.07K - $10.4K
|
12.1K
$836K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-250- 49.8% |
$9.33K - $10.7K
|
252
$17.5K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-253- 3.15% |
$9.44K - $10.9K
|
7.77K
$539K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-279- 3.59% |
$10.4K - $12K
|
7.49K
$519K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-310- 2.34% |
$11.6K - $13.3K
|
12.9K
$896K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-311- 0.84% |
$11.6K - $13.3K
|
36.6K
$2.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-326- 4.04% |
$12.2K - $14K
|
7.75K
$537K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-327- 1.1% |
$12.2K - $14K
|
29.5K
$2.04M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-332- 0.42% |
$12.4K - $14.2K
|
78.8K
$5.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-346- 10.02% |
$12.9K - $14.9K
|
3.11K
$215K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-359- 3.73% |
$13.4K - $15.4K
|
9.27K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-372- 2.55% |
$13.9K - $16K
|
14.2K
$986K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-426- 17.47% |
$15.9K - $18.3K
|
2.01K
$140K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-438- 7.28% |
$16.3K - $18.8K
|
5.58K
$387K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-443- 1.85% |
$16.5K - $19K
|
23.5K
$1.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-450- 4.2% |
$16.8K - $19.3K
|
10.3K
$712K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-529- 8.92% |
$19.7K - $22.7K
|
5.4K
$374K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-550- 0.89% |
$20.5K - $23.6K
|
61K
$4.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-563- 39.43% |
$21K - $24.2K
|
865
$60K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-621- 2.03% |
$23.2K - $26.7K
|
30K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-625- 16.06% |
$23.3K - $26.8K
|
3.27K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-645- 1.46% |
$24.1K - $27.7K
|
43.5K
$3.01M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-682- 2.29% |
$25.4K - $29.3K
|
29.1K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-682- 2.29% |
$25.4K - $29.3K
|
29.1K
$2.02M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-762- 32.84% |
$28.4K - $32.7K
|
1.56K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-773- 9.79% |
$28.8K - $33.2K
|
7.13K
$494K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-814- 4.11% |
$30.4K - $34.9K
|
19K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-841- 10.77% |
$31.4K - $36.1K
|
6.97K
$483K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-870- 14.17% |
$32.5K - $37.3K
|
5.27K
$365K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-870- 50.0% |
$32.5K - $37.3K
|
870
$60.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-887- 18.06% |
$33.1K - $38.1K
|
4.02K
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-900- 4.41% |
$33.6K - $38.6K
|
19.5K
$1.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-924- 5.46% |
$34.5K - $39.7K
|
16K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-997- 84.56% |
$37.2K - $42.8K
|
182
$12.6K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.09K- 2.74% |
$40.7K - $46.8K
|
38.7K
$2.68M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.18K- 4.11% |
$44.2K - $50.8K
|
27.6K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.2K- 1.58% |
$44.8K - $51.5K
|
74.6K
$5.17M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.23K- 12.91% |
$45.7K - $52.6K
|
8.27K
$573K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.25K- 5.25% |
$46.5K - $53.4K
|
22.5K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-1.26K- 1.26% |
$46.9K - $54K
|
98.8K
$6.85M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 22.4% |
$52.1K - $60K
|
4.84K
$335K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.4K- 4.79% |
$52.2K - $60.1K
|
27.8K
$1.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 1.13% |
$53.1K - $61.1K
|
124K
$8.6M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.52K- 6.44% |
$56.6K - $65.1K
|
22K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.55K- 32.07% |
$58K - $66.7K
|
3.29K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.61K- 3.71% |
$60K - $69K
|
41.7K
$2.89M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.63K- 3.94% |
$60.8K - $70K
|
39.8K
$2.76M
|